08/01/2019
Wells Fargo names head of Wells Fargo Advisors
He reports to Jonathan Weiss, head of Wealth & Investment Management.
Executive Moves
08/01/2019
Hawksford appoints new Global Head of Corporate Services
Daniel has more than 20 years’ experience in the financial services industry and joined Hawksford via a corporate acquisition by Hawksford in 2012.
08/01/2019
Deutsche Bank Spain poaches private banker from Jupiter AM
Both Gutiérrez-Mellado and Capela have been working for the past two years under the management of Gonzalo Azcoitia, head of Jupiter AM for Iberian region.
07/31/2019
Dolfin adds new head of technology
At Dolfin, Webb will report to Amir Nabi, Dolfin’s Chief Operating Officer, and be responsible for driving the firm’s technology offering and completing the build of its end-to-end wealth management platform.
07/31/2019
Hypo Vorarlberg names asset management head
He has worked as a portfolio manager and senior private banking consultant in a German bank.
07/31/2019
Openwork boosts headcount with poaches from Quilter and Blackrock
Our Wealth and Platform Director, Mike Morrow, said: “We are moving forward and enhancing our capabilities and support to our advisers after carefully considering the changes.
07/31/2019
Mirabaud hunts for senior PM to join WM team
The position will be based in Geneva.
07/30/2019
Brewin Dolphin makes new directorial appointment
He succeeded Kath Cates who served as senior independent non-executive director since March 2017.
07/30/2019
Former EFG Banker Joins VP Bank in Singapore
In his role as Head of Intermediaries, his focus will be on Asian EAMs to support VP Bank’s growth aspi-ration in the region.
07/30/2019
Citi appoints new Asia Pacific Head of Execution Services
Curt joins Citi from JP Morgan Asset Management in New York, bringing with him over 20 years of experience in financial markets.
07/30/2019
UBS hires deputy chief investment officer for Americas from JPMorgan
As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.
07/30/2019
Former EFG Banker Joins VP Bank in Singapore
In his new role, his focus will be on Asian external asset managers to support VP Bank’s growth aspiration in the region.
07/30/2019
GAM hires new CEO from BlackRock
Hugh Scott-Barrett will step down from his current role as Chairman of the Board of Directors
07/30/2019
Wealth management platform appoints Head of Technology
Webb has successfully built and managed hedge fund technology platforms for the likes of Rokos Capital Management and COMAC Capital as Head of Enterprise Technology and Chief Technology Officer respectively.
07/30/2019
Invesco makes two appointments to investment solutions team in London
Zouiten and Steeden will oversee the development of a team that will manage liability-aware
07/29/2019
First Republic expands wealth management team
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
Credit Suisse Australia CEO John Knox set to step down
It's believed Knox, who spent 23 years at the Swiss bank and has been CEO since 2015, will announce his resignation in the coming days.
07/26/2019
Deutsche Bank Top Swiss Banker Exits
Schmid spent less than 18 months at the Frankfurt-based bank, which has authorized a ramp-up of its wealth activities including aggressively poaching.
07/26/2019
Ashfords LLP expands Private Client Team in Bristol
Samantha brings with her a wealth of experience, including dealing with cases involving complex asset and property portfolios.
07/26/2019
BNP Paribas WM adds private banker to Key Clients unit in Spain
The appointment comes in line with the firm's business development in Spain, with a focus on the segments of high net worth and ultra-high net worth individuals.