10/19/2018
STEP elects Vistra Partner as Worldwide Chair
He has been a member of STEP since 1994 and has held numerous leadership roles within STEP over the years.
Executive Moves
10/19/2018
Senior UBS infrastructure banker departs after 24 years
Steven Wirth leaves the Swiss group to 'pursue opportunities outside of banking
10/19/2018
HSBC Private Bank recruits Coutts and SLA directors in hire spree
A number of senior fund analysts have also been recruited.
10/18/2018
Citi Hires UBS Banker For Taiwan
She will be responsible for growing Citi's with ultra-high net worth individuals from Taiwan and manages teams based in both Hong Kong and Singapore.
10/18/2018
EFG Replaces Top Lawyer
He replaces Vittorio Ferrario, the current compliance boss, who is leaving.
10/18/2018
SS&C GlobeOp names new Country Head in Luxembourg
Prior to joining SS&C, Haggart worked with EY for nine years in Luxembourg
10/17/2018
Wells Fargo Asset Management Announces Key Hires for its International Distribution Team
The additions highlight WFAM’s strategic plans for its international business, where it sees tremendous opportunities to grow and enhance its service to clients.
10/17/2018
SocGen Sends Heavyweights to China
De La Marnierre will help boost SocGen's franchise in China as well as chaperone Chinese clients abroad.
10/17/2018
Wealth boutique Dolfin hires Hassium CIO
The hire comes one month after that of Nick McCall, the former chief executive of Hay Hill Wealth Management, joined the business as head of wealth management.
10/17/2018
Wilmington Trust Announces Leadership Appointments in Wealth Management Division
Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.
10/17/2018
Sura builds out wealth investment team with Bice hire
Barratt replaced Alfonso Reydet, who moved to the firm's institutional distribution unit in charge of marketing both Bice and third-party funds.
10/17/2018
Barclays adds two veteran wealth managers to ranks
The hires follow the appointment of Robin Taylor as head of the south central region and Graham Nicoll as head of the newly merged Midlands, North and West regions.
10/17/2018
SocGen names new Switzerland country head
She previously worked as chief country officer for SocGen China.
10/17/2018
Wealth Dynamix expands NA team
Opens doors to new offices in New York and Toronto
10/17/2018
Blackrock EM debt PM joins Mirabaud AM
The appointment comes as part of Mirabaud AM’s effort to strengthen its bond management team, which currently manages more than CHF 1.5 billion.
10/16/2018
Boutique hires two City grandees for private client growth
Athelney was one of the original 10 members of the AIM exchange at launch in 1995 but is now quoted on the main London Stock Exchange.
10/16/2018
Bank of Singapore Loses China Head
A seasoned banker, Yee has spent almost two decades as a wealth manager in Asia with the likes of Goldman Sachs, Merrill Lynch and UBS amongst others.
10/16/2018
Mirabaud recruits EMD manager from BlackRock
Spent two years at BlackRock
10/16/2018
Canaccord promotes Hargreave manager to Worcester boss
He has over 25 years’ experience, starting his career at stockbroker at Harris Allday where he later became partner.
10/16/2018
UBS Jersey Financial Intermediaries Team Expands
New Client Advisor, Jean-Paul Coutanche, has over 14 years’ experience in the finance industry, with seven years as a Product Analyst.