05/24/2017
EFG appoints former Coutts man as UK private banking head
He will continue this Market Coordinator role alongside his new responsibilities.
Executive Moves
05/24/2017
HSBC Global Asset Management bolsters responsible investment team
HSBC Global Asset Management had $426 billion in assets under management as of March 31.
05/24/2017
Globaleye names wealth head in bid to up UAE advice standards
“She will bolster the proposition towards enhancing the client experience and build the residual income of the company as advisers move to a salary/fee based model,” he said.
05/24/2017
Boston Private Continues Expansion of Its Wealth Management Team
He will be responsible for developing and implementing comprehensive private banking, investment and wealth management plans for clients.
05/24/2017
RBC recruits $308M adviser from Morgan Stanley
While at Morgan Stanley, Roberts generated $1.4 million in annual revenue, RBC says.
05/24/2017
Rothschild Hires JPMorgan, Deutsche Bank Dealmakers in U.S. Push
“The commitment to growing in the U.S. is real.”
05/23/2017
HSBC Global Asset Management Brings in Institutional Head
He will cover the China offshore market for HSBC Global AM.
05/23/2017
Japanese Manager in Global Push
He was an investment officer from 1999 to 2004 and has extensive expertise in strategy and management.
05/23/2017
Julius Baer Bulks Up in Germany
The Swiss private bank has major ambitions for continental Europe's largest wealth market.
05/23/2017
SYZ Asset Management strengthens business development capabilities with two key hires
The development of existing and new strategies, notably in high-conviction equities.
05/23/2017
Intertrust in Jersey promotes five to associate director roles
These promotions strengthen Intertrust's 500-strong team based in the Channel Islands.
05/23/2017
Radrizzani completes takeover of Leeds United
Massimo Cellino is finally done with Leeds United
05/22/2017
Lombard Odier in Changes to Asian Management Structure
Asia has become a key growth engine for the Group.
05/22/2017
British asset manager appoints Head of Global Sales from UBS
He will also focus on the development of the skills of our sales teams.
05/22/2017
Investec W&I poaches three directors from Julius Baer
All three are highly experienced investment professional
05/22/2017
HSBC GAM poaches Newton and Aviva responsible investment heads
She was a director at F&C Investments.
05/22/2017
Merrill Lynch Hires Team of Advisors in New York
The SEAM Wealth Management Group is committed to developing lasting client relationships built on trust and personalized service
05/22/2017
Dynasty Financial Partners Taps Senior Industry Leader
He will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney.
05/20/2017
Credit Suisse appoints Filipino investment banker
He joins Credit Suisse from Macquarie Group, where he spent 17 years in various roles based around Asia Pacific.
05/19/2017
Bravura appoints wealth management exec
Velpuri previously held executive roles at Oracle and CA Technologies and was most recently the vice president at Capsilon Corporation.