12/21/2017
European Wealth loses senior executive
His departure comes soon after group CEO John Morton stepped down in September following a leave of absence.
Executive Moves
12/20/2017
Rothschild Poaches China Banker
She is to use her 20-plus year experience to advise clients on financial and strategic transactions.
12/19/2017
Bank of Singapore Hires Private Bankers for Mideast Wealth
The total wealth in the Middle East grew 5 percent last year to $2.4 trillion, according to estimates from the consultancy Capgemini SA
12/19/2017
BNY Mellon Wealth Management Names Wealth Director in San Francisco
He holds a Bachelor of Arts from the University of California, Santa Barbara.
12/19/2017
Morley raids Coutts for senior Deutsche Wealth hire
Morley took over as Deutsche Wealth CEO in July, having been CEO of Coutts between 2009 and 2016.
12/19/2017
Bank of S'pore hiring staff for Mid-East wealth
Most of the additions will be based in Dubai, though some will be located in Singapore and Hong Kong to bolster the bank's non-resident Indian teams in those cities, Mr Malhotra said in an interview last week.
12/19/2017
J.P. Morgan Asset Management appoints CEO of EMEA business
Mr. O'Brien will continue to act as CEO and oversee the region as Mr. Thomson's appointment is finalized and to ensure a seamless transition, said the memo.
12/19/2017
Lombard Odier hires Swiss central bank deputy governor Olivier Steimer as a director
Steimer’s career of more than 30 years has included a series of posts at Credit Suisse Group, which he joined in 1983 and left in 2002.
12/18/2017
Mercer Names Global Wealth Head
Throughout his career he held managerial roles in Mercer’s retirement and investment units
12/18/2017
Zug sustainable boutique hires new CIO
Van Daele replaces Otto von Troschke at SUSI Partners, who co-founded the firm and will remain on the board of directors.
12/18/2017
Wymer Brownlee announces senior appointment
High Net Worth-Focused Wealth Manager to Augment Financial Planning, Investment Management and Tax Advisory Services with Access to Sophisticated Legal Solutions
12/18/2017
Fieldpoint Private Welcomes Team from J.P. Morgan
Landmark Group manages over $700 million for wealthy client families
12/18/2017
Overload Golf Appoints Manager Of BAR Fund
After starting his career at Morgan Stanley, he started his own boutique wealth management firm
12/17/2017
St James’s Place boss takes leap to Weatherbys Bank
The 64-year-old will continue to spend two days a week advising SJP.
12/15/2017
Swiss fintech group bolsters advisory team
Prior to that, he worked among others as process and marketing manager at chemical firm Krebs Swiss AG, process solutions firm Glatt AG and construction company Kühni AG
12/15/2017
Raymond James sweeps up advisors with nearly $1.4B
They bolted from UBS and officially registered with Raymond James on November 30
12/15/2017
UBS Reshuffles in Hong Kong
The move has several effects: Adeline Chien will become a regional market manager of domestic Hong Kong, while LH Koh advances to regional market manager for domestic Hong Kong and international Japanese clients.
12/14/2017
Northern Trust hires experienced manager to drive alternative investment business
Chan joined Northern Trust from SS&C GlobeOp where he was a senior director in business development.
12/14/2017
Julius Baer advisory solutions deputy head joins fintech's board
Another new member of the board is Rasoul Daniel Jalali, who is currently COO of a blockchain technology firm Tend Technologies.
12/14/2017
UBS Wealth Chief to Be Replaced in Reshuffle
They've delivered excellent results and I'm convinced that their broad leadership skills will allow us to continue to deliver on our targets and capture future opportunities," said Group Chief Executive Officer Sergio P. Ermotti.