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Executive Moves

03/19/2019

Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private

He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.

03/19/2019

Quilter Cheviot recruits six investment managers

I’m pleased to see such quality in the candidates we are attracting to help us deliver on our top priority, providing exceptional service and performance to our clients.

03/19/2019

Julius Baer Hires Three From UBS, Barclays

The new hires will report to Calum Brewster, managing director and head of U.K. regional offices at the bank.

03/19/2019

First Republic Continues Poaching Wealth Management MDs from Large Brokerages

UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.

03/18/2019

Arbuthnot Latham names Coutts veteran to lead regional expansion

Private bank’s regional client base has tripled in the last two years

03/15/2019

Nutmeg cuts six directors from board

The reshuffle will leave eight members on the Nutmeg board.

03/15/2019

IRESS’ MD of the UK steps down

He leaves IRESS and our United Kingdom business in a strong position for continued growth.

03/15/2019

Credit Suisse Veteran Bags Plum Role

She began at Credit Suisse in 1999 as head of bond research

03/15/2019

DBS Poaches Wealth Planning Head from Bank of Singapore

He joins DBS from Bank of Singapore, the private banking arm of OCBC Bank, where he has worked since 2004.

03/14/2019

Pictet Hires UBS Veteran

At Pictet, Gallati will be based in Zurich.

03/14/2019

SJP-owned DFM poaches ex-Cofunds chief

Outgoing chief executive Graham Coxell is moving to the role of Rowan Dartington executive chairman.

03/14/2019

First Republic snags another Wall Street veteran, this time from J.P. Morgan

Michael S. Lee will run the New York territory for First Republic's wealth management business

03/14/2019

Merian Global Investors appoints independent non-executive director

Cripps has thirty years' experience working in financial services.

03/14/2019

Standard Chartered hires market head for Middle East & North Africa from Coutts

Standard Chartered Private Bank appoints new MENA head Ali Hammad, boosts MENA team with 14 other hires

03/14/2019

Broadridge appoints Managing Director, Head of ICSI Sales

He is based in Belgium and reports to Bob Santangelo, President of International Sales.

03/14/2019

BMO GAM bolsters responsible investment team with three new hires

She will be responsible for managing client relationships in Germany and will undertake ESG analysis and engagement across a range of sectors.

03/14/2019

StanChart Loses Two Top India Bankers Amid Turn-Around Efforts

India is among four countries across Asia and the Middle East chosen by the lender as the focus of a new plan to reduce costs and engineer a turnaround.

03/14/2019

Rockefeller Capital Management appoints head of ESG investments

In the newly created role, Clark is responsible for directing the ESG investing research, analytical and engagement framework and processes across all Rockefeller Asset Management strategies.

03/13/2019

StanChart suffers senior private banker exits in Asia as unit earnings sag: sources

The Asia, Africa and Middle East-focused bank has also lost India private banking head Sandeep Das

03/13/2019

Close Brothers to boost wealth presence in London and Edinburgh

Andrew said the company is in conversation with a number of senior industry figures to enhance its presence in London, Scotland and Manchester.

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