12/12/2017
Raymond James Recruits $166 Million Advisor Team
The firm's branch manager and registered client associate, Mark E. Lyons, will also be moving to Raymond James.
Executive Moves
12/11/2017
Julius Baer Snags Goldman Veteran
His experience in Asia, while based in Hong Kong, will be of particular relevance as Julius Baer further extends its business in China and throughout the region, and will make him an ideal addition to the Board.
12/11/2017
Stonehage Fleming Expands Corporate Finance Team
The team specialises in advising families on their commercial and business interests.
12/11/2017
Mike Coady leave guardian wealth management
The GWM board comments: “Mike has made an exceptional contribution to GWM and we must thank him enormously for what he has achieved in such a short period of time.
12/10/2017
UBS Asset Management bolsters sustainable and impact investing group
The position has not yet been filled, a RobecoSAM spokesman confirmed.
12/09/2017
St. James’s Place continues expansion
Jonathan’s career includes the role of Regional Director for ASEAN
12/08/2017
Geneva-based private bank nabs advisory head from rival
He has an impressive track record and a high degree of investment expertise.
12/08/2017
Change to the UBS Board of Directors
UBS Chairman Axel Weber commented: “On behalf of the Board of Directors, I am pleased to announce our intention to nominate Jeremy Anderson for election to the Board.
12/08/2017
Old Mutual International develops its growth strategy in Singapore with a new hire
The local Singaporean market is one of the fastest growing insurance markets in Asia.
12/08/2017
Swiss banker poached by rival
He replaces Carsten Kahl, who has run the European region for the last nine years.
12/08/2017
OppenheimerFunds Continues European Expansion
Silfverling's hire is the latest piece of the firm's continuing buildout of its EMEA platform, following the recent hiring of Dicken Watson as EMEA COO and the opening of its new European headquarters in London.
12/08/2017
Swiss Re announces changes to its Group Executive Committee
Swiss Re has appointed John Dacey as its new Group Chief Financial Officer as of 1 April 2018
12/07/2017
Chinese Banker Joins CCB in Zurich
The banker previously worked on the renminbi project of the U.K. Commonwealth Office in Beijing.
12/07/2017
Swiss Bank Loses Key M&A Banker
Stephan Zilker currently UBP's operating head in Zurich, will replace Schmid temporarily.
12/06/2017
Deutsche Bank wealth arm hires 6 Singapore relationsh0ip managers from BNP Paribas, Nomura
The firm also hired employees to bolster its operations, project management and service support functions.
12/06/2017
Credit Suisse launches multi-asset fund for new hire
He is now head of multi-asset unconstrained funds in the balanced solutions team at Credit Suisse Asset Management.
12/06/2017
Pictet quant chief exits with strategist team for Hong Kong alts group
PAG's new business in Geneva will be applying quantitative techniques to fundamental investments.
12/06/2017
Geneva private bank CEO steps down as brother takes over
Current CIO Francois Oesch will take over as head of private banking, and will oversee both the investment services unit and private banking.
12/06/2017
Olivier Steimer joins Board of Directors of Bank Lombard Odier & Co Ltd
From 1 January 2018, the Board of Directors of Bank Lombard Odier & Co Ltd will comprise Patrick Odier, Chairman, Anne-Marie de Weck, Vice-Chairman, Henry Peter, Enrico Vanni and Olivier Steimer.
12/05/2017
Brooks hires Schroders veteran in executive reshuffle
The company said that group finance director Simon Jackson would be stepping down following 17 years at the company.