09/13/2017
Psigma kicks into growth phase with director hire
He has more than 15 years’ experience in the financial services sector.
Executive Moves
09/13/2017
Sarasin & Partners appoints Natasha Landell-Mills as Partner
Natasha has 15 years experience in long-term responsible investment, and before moving into finance
09/13/2017
Liontrust appoints non-exec to boost ESG focus
This is a key area of focus and expansion for Liontrust following the completion of our acquisition of Alliance Trust Investments in April 2017 and given our belief in the growing importance of sustainability for consumers and investors.
09/13/2017
Wellershoff Hires Ex-UBS Bankers for Tel Aviv
Baron and Eshel used to work at the Wealth Management division of UBS in Israel.
09/13/2017
European Wealth CEO Morton takes leave of absence
Ismail has been on the board since December 2015
09/13/2017
HSBC's incoming chairman set to face CEO succession questions
Like the chairmanship, HSBC has only ever promoted internal candidates to become its chief executive
09/12/2017
Two Wealth Managers from UBS Join First Republic
Both wealth managers will work with clients to provide portfolio management, retirement planning and other wealth management services to individuals, families, nonprofits and foundations.
09/12/2017
Citi Private Bank Continues to Expand Bay Area Presence
Chad Thomas, Jay Backstrand and Derek Prill Join as Ultra High Net Worth Private Bankers
09/12/2017
Audemars Piguet appoints CEO for South East Asia
He will now use his brand development know how to lead the South East Asia team and enhance business in the region.
09/12/2017
UBS adviser snapped up by Brewin Dolphin
Brewin Dolphin has hired former UBS Wealth Management adviser Tom Colburn as a director in its London office.
09/12/2017
New Managing Director for SGG Asia
Udit has more than 12 years of experience in hedge funds and private equity.
09/12/2017
UBS hires veteran dealmaker for China push
Catherine Cai joins from Citi after the return of David Chin as regional IB head.
09/12/2017
Barclays plans UK private bank growth with appointment of new chief executive
In this role, she covered corporate, private equity and fintech clients across Europe and the UK.
09/12/2017
TIGER 21 Names Senior Vice President of Marketing
High-Net-Worth Group Taps Leading Content Editor to Augment Brand Awareness
09/12/2017
Pictet WM Europe CIO joins Julius Baer-owned firm
From 2001 to 2004 he was Head of Asset Management at Intesa Sanpaolo Private Banking.
09/11/2017
Former Schroders Lux head re-surfaces
He was recruited by EFA shareholders back in 1997 and has led the company ever since.
09/11/2017
Sanlam appoints UK distribution head
Sanlam UK has hired John Pyburn as head of UK distribution.
09/08/2017
Old Mutual Wealth creates role for ex-Towry client boss
The team is expected to work across the a range of channels within the vertically integrated Old Mutual Wealth.
09/08/2017
Ex-Coutts Private Banker Joins Henley & Partners
The programs also assist in improving the visibility and relevance of smaller nations, especially in regions such as the Caribbean, by attracting big international developers and creating other global business opportunities.
09/08/2017
Troubled wealth firm loses duo to SJP
Beaufort Securities did not respond to a request for comment.