04/13/2017
Nordea Private Banking Appoints General Manager For Asia
Prior to taking up his new position Lager spent more than 11 years with SEB, in both Singapore and Sweden.
Executive Moves
04/13/2017
Merrill Lynch Adds Duo from Wells Fargo Private Bank
Meanwhile, the $600-million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit
04/13/2017
SJP chief executive Bellamy to step down
David Bellamy is to step down after 26 years on the board
04/13/2017
Merrill Lynch Hires International Financial Advisor from Morgan Stanley
We are excited and pleased that Leon chose Merrill Lynch to expand his capabilities and accelerate the growth of his business. Leon and Johanna are a great team who will add to our ability to serve international clients in Latin America.”
04/12/2017
Merrill Lynch Hires Private Wealth Advisors from Wells Fargo
Tim holds a bachelor’s degree from the University of Oregon
04/12/2017
New Asia Banker at Julius Baer
Last month the bank announced more hires, carrying on where it left off in 2016 in what it calls «its second home market». The latest additions were both former Deutsche Bank private bankers.
04/12/2017
UBS wealth management unit names new head of capital markets
In addition, Peter Hill will be joining UBS WMA as head of public finance from Wells Fargo where he was U.S. head of public finance since 2009.
04/12/2017
GAM hires global head of marketing from Columbia Threadneedle
He will report to Tim Rainsford, Group Head of Distribution
04/11/2017
UBP Confirms Greater China Hire
Lin will be responsible for leading the Greater China team
04/11/2017
Family office manager expands
Atrium currently has a headcount of 31, with 11 comprising the investment team
04/11/2017
RBS' Dan Williams resurfaces as APAC and wealth management GC at UBS
He held five different positions within RBS, including GC for Asia Pacific and Markets UK/EMEA and head of corporate & institutional banking.
04/11/2017
Lombard Odier Hires Veteran CS Banker
He was the operating head of structured products within Credit Suisse's private bank.
04/10/2017
BRI appoints head of portfolio management
He will work alongside Vince Hopkins, BRI's head of investment management and chief investment officer
04/10/2017
Brooks Macdonald poaches senior manager from Axa
Crowe joins the firm after six years at Axa Life Invest where he was senior guaranteed sales specialist
04/10/2017
Myddleton Croft make senior promotion
Feather, 26, also recently achieved the prestigious CISI Chartered Wealth Manager qualification.
04/10/2017
William Blair Expands Private Wealth Management in New York
We are focused on serving a sophisticated clientele that values comprehensive financial advice.
04/10/2017
Vinexpo names moet hennesy ceo as president
For more than thirty years the Vinexpo brand has successfully promoted the wine and spirits sector in general and French exports in particular.
04/10/2017
Beaufort IM appoints ex-Rowan Dartington equities head as CEO
Joined the firm in August 2016
04/07/2017
Indosuez Switzerland Promotes Investment Specialist
He manages the wealth management and corporate finance teams.
04/07/2017
Merrill Lynch Hires Financial Advisor from Wells Fargo
Their practice is based on helping their clients achieve their goals. Our platform and range of capabilities will allow Aaron and Lisa to meet all of their client needs and continue to grow their practice.