09/11/2018
Close Brothers makes key HNW investment hire from Rathbones
Oliver Harvey brings with him 19 years of experience of managing investments.
Executive Moves
09/11/2018
J Safra Sarasin hires MD from Deutsche Bank
Mary Lee has joined Bank J Safra Sarasin’s ultra-high-net-worth team as managing director for client advisory, based in Singapore.
09/11/2018
Citi Private Bank appoints Philippines’ global market manager
The majority of bankers serving clients in this region are based out of Singapore.
09/11/2018
WH Ireland appoints head of compliance and risk
WHIreland has appointed the highly experienced Susan Brooksbank, as the group’s Head of Compliance and Risk. This appointment comes at a crucial time, as regulatory demands on firms continue to increase and WHIreland looks to build on its current po
09/10/2018
Appointment of Jérôme Lambert as Group Chief Executive Officer
As first amongst equals, he will work in partnership with his fellow senior executives on the Board
09/10/2018
Alibaba's Jack Ma to hand chairman's role to CEO Daniel Zhang next year
His retirement as executive chairman will coincide with his 55th birthday.
09/10/2018
Shaw and Partners beefs up wealth advisory team
Sources said Kerkvliet, who also had stints at UBS and Merrill Lynch, manages about $100 million in assets.
09/10/2018
RBC Wealth Management appoints Trust Director
In his new role, Martyn has responsibility for a portfolio of high-net-worth clients and the oversight and administration of new clients.
09/10/2018
Kleinberg Kaplan adds private client partner
James joins the firm from Seddons, where he was Head of the Private Wealth team.
09/10/2018
Brown Shipley makes two new hires in London
Mr Conway, who has more than 30 years’ industry experience, specialises in the Middle East and North Africa market and Brown Shipley says his arrival “will strengthen the international team’s expertise in the region.”
09/10/2018
Julius Baer extends UK campaign with eight senior hires
Thomas joins from the Royal Bank of Canada, where she worked with business owners and entrepreneurs across the UK.
09/10/2018
Edmond de Rothschild Asset Management appoints Head of Convertible Bonds
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.
09/10/2018
Stonehage Fleming appoints director of investment strategy & research
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.
09/10/2018
Kleinberg Kaplan adds private client partner
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/09/2018
Aston Martin picks Hughes to steer carmaker's £5bn public
Ms Hughes had yet to formally sign up to the role, but that she was expected to do so imminently
09/07/2018
Rothschild's German Expansion Bid
Rogge has three decades of experience in wealth management
09/07/2018
Janus Henderson Expands Swiss Sales Team
Plambeck will work closely with Ariane Dehn, the head of sales for German-speaking Switzerland and Austria.
09/07/2018
EFG Hires in London
The announcement of the move came in a memo sent to staff, which was seen by finews.com. EFG confirmed the appointment.
09/07/2018
Berenberg appoints head of German equities
His appointment is a clear reflection of our intention to become one of the best equity investment houses in Germany and Europe,” says Henning Gebhardt
09/07/2018
Pictet overhauls thematics team as four senior PMs exit
According to a shareholder note seen by Citywire Selector, the Geneva-based group has assigned Olivier Djopwouo and Stanislas Effront to support Sejournet on the fund.