11/01/2018
AMP makes two wealth solutions appointments
Mr Egan will commence at AMP as Head of Platform Development on 19 November 2018
Executive Moves
11/01/2018
Barclays Wealth signs Scottish rugby international
Wagstaff spent 20 years at Coutts as a wealth manager and senior private banker before making the move to Barclays, while Wade joins the firm after six years at financial advisers Wesleyan.
11/01/2018
Reyl strengthens structured finance team with hire
James Spooner, who joined the group on 15 August, will be working closely alongside Ante Razmilovic to develop the structured finance business, working with clients to identify and execute bespoke alternative financing solutions.
10/31/2018
Strategic Wealth Partners Adds Wealth Advisor
Joins William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners.
10/31/2018
Credit Suisse Said to Hire BofA Bankers to Boost Mideast Equity
Credit Suisse is rebuilding its equity operations in Dubai after scaling back a few years ago amid a slowdown in trading.
10/31/2018
Close hires veteran Rathbones duo for new Scottish wealth service
‘We are committed to growing and strengthening our proposition in Scotland,’ said Martin Andrew, chief executive of Close Brothers AM.
10/31/2018
UBS bolsters financial sponsors team with two senior hires
Swiss bank brings in two long-serving bankers from Nomura and Deutsche Bank
10/31/2018
UBS loses blockchain head to fintech startup
UK innovation chief is the latest executive to ditch the banking sector
10/31/2018
Focus Solutions announces hire of Peter Dingomal
New Head of Business Development will head up the launch of Focus’s new private client wealth proposition.
10/30/2018
Julius Baer Hires HSBC Banker for Mexico
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
Two Wealth Managers Join First Republic in Century City
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Boyden Names Wealth Management and Private Banking Global Leader
Top executive recruiter and financial services expert to lead global wealth management and private banking.
10/30/2018
STEP appoints new Chief Executive
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.
10/30/2018
Experienced practitioner to join Carey Olsen Bermuda's trusts and private wealth team
Mr Fife is a member of the Society of Trusts and Estates Practitioners (STEP) and is a member of the STEP Bermuda Committee.
10/30/2018
Standard Chartered Private Bank hires head of wealth advisory from Coutts
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
Weatherbys hires C Hoare private banker
Other hires include Nathan Valbonesi, who joins as a paraplanner with 18 years of financial services expertise.
10/30/2018
Six appointments for Barclays Wealth Management
Richard Lindop gained experience of working sell-side and managing portfolios before successfully becoming a Level 7 Chartered Wealth Manager.
10/29/2018
Barclays Moves Staff Amid Brexit
The move will not affect relationship managers who cover Swiss clients
10/29/2018
Barclays hires former VP as wealth management director
Mr Arbuthnott will have responsibility for clients in the east of Scotland and a remit for growing the bank’s entrepreneurial, private client and charity customer base, as well as growing the company’s local footprint.
10/29/2018
Barings Poaches From BNP Paribas Asset Management
Barings has been adding resources in the Asia Pacific region as part of its long-term growth strategy