08/02/2017
HSBC Private Banking Adds Key Talent to Americas Investment Office
His experience covers banking, portfolio management, and investment services with a particular focus on fixed income investing strategies.
Executive Moves
08/02/2017
Citi Private Bank Continues Expansion of Metro New York Team
Names Rob Laughlin Regional Market Manager and James Rudolph Joins as Private Banker
08/02/2017
Julius Baer Confirms Senior Hire
Prior to taking on the new position Manwani worked at Credit Suisse
08/02/2017
BNY Mellon Wealth Management names MD of business development in Boston
Seasoned sales professional to lead efforts in deepening firm’s presence in the region
08/01/2017
Senior Hire at UBS Asset Management
He was based in Hong Kong and responsible for developing the business across institutional and funds channels in the APAC region.
08/01/2017
Mashreq Bank appoints new head of Private Banking
Kapur comes with a 25-year track record across various aspects of retail banking
08/01/2017
Brooks Macdonald hires ex-rugby player for Welsh office
Brooks Macdonald stated it plans to hire more investment managers soon.
08/01/2017
Tilney continues recruitment drive
In Tilney’s Bristol team, Matthew will deliver advice as part of the firm’s ‘two expert’ approach
08/01/2017
HSBC Private Bank Hires From UBS
Prior to UBS, she held multiple senior roles at Goldman Sachs, Deutsche Bank, Moody’s and Standard Chartered.
08/01/2017
Baker Tilly appoints International Services Practice Head
He will leverage extensive global experience to help clients navigate and capitalize on rapidly changing international business landscape.
08/01/2017
Investec poaches financial planning directors from Rathbones
For Liverpool and Manchester offices
07/31/2017
Crestone Wealth appoints Westpac exec
He also serves on the boards of Mirvac Group and Liberty Financial.
07/31/2017
Julius Baer Hires From Swiss Rival
A Julius Baer spokesperson confirmed the hire.
07/31/2017
GAM strengthens private clients and charities business with new hire
The appointment follows the integration of the private clients and charities team, the alternative investment solutions and multi asset class solutions business into GAM Investment Solutions in September 2016.
07/31/2017
Appleby expands Private Client & Trusts team in Guernsey
Paula joins Appleby as a Senior Associate, advising on all aspects of trust law
07/31/2017
El-Erian takes on new advisory role
He joins Investcorp's Advisory Board at a time when the Firm is achieving significant growth driven by an ambitious strategy.
07/31/2017
Former systematic boutique chief joins private equity firm as CEO
He added that private equity is the place to be at the moment, as more private and institutional investors look for alternative investments.
07/31/2017
Quilter Cheviot boosts development team
With more than a 240 year history, Quilter Cheviot opened its Bristol office in 1998.
07/28/2017
Grant Thornton appoints private wealth head
Draydon will be responsible for growing the offering, working to secure the firm standing as adviser of choice for high net worth investors, particularly families.
07/28/2017
BNY Mellon Wealth Management Taps Industry Veterans
Seasoned professionals Jeremy Hume and Douglas Gold to lead efforts in expanding firm’s client base and offerings in the region