05/15/2018
Baird snaps up 2 Wells Fargo advisors with more than $550M in assets
The new hires are the latest additions to the firm’s wealth management segment.
Executive Moves
05/15/2018
Coronadan Courtney Liddy Named A Managing Director With UBS
Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.
05/15/2018
$800M Merrill Lynch broker jumps to J.P. Morgan Securities
Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.
05/15/2018
UBS Top Manager Resigns
Hoffmann was one of the bank’s most important managers over the past years.
05/15/2018
Steve Cohen's Point72 Hires Macro Team From Balyasny
A group of five jumped after a short stint at Balyasny
05/15/2018
RBC Wealth Management beefs up relationship team
RBC Wealth Management has made a senior hire to its London-based relationship management team
05/15/2018
Thesis adds to Guildford office with RBC hire
He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.
05/14/2018
Pictet Asset Management Appoints New Head of Emerging Debt
It was not revealed whether Simon Lue-Fong intends to stay within the industry.
05/14/2018
BNP Paribas Hires Chief Investment Adviser From HSBC
Prior to HSBC Global Asset Management she was a portfolio solutions specialist at Credit Suisse Private Bank and global strategist at J.P. Morgan Asset Management.
05/14/2018
Schroders Middle East director to leave after 24 years
Wells who is set to leave his post as a director, Middle East for Schroders said in his departing note to clients that he will be basing himself in the UK for the foreseeable future,
05/11/2018
Standard Chartered hires for key team in Hong Kong and Singapore
Stan Chart’s wealth business still lacks scale – it only ranked as the 14th largest private bank in Asia by assets in 2017.
05/11/2018
Rothschild Global Advisory boosts Chicago team
With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS
05/11/2018
JP Morgan Private Bank appoints new head of sustainable investing
She will be based out of the firm’s headquarters in New York.
05/11/2018
Hargreave Hale loses London office head as six staff exit
Hargreave retired after 35 years at the firm. Meanwhile, Evans, who had initially joined the company from Brewin Dolphin in 2015, has returned to his old employer.
05/11/2018
Mills & Reeve announces new head of private wealth
He specialises in advising high net worth entrepreneurial clients and will continue to be based in the Leeds office.
05/10/2018
Credit Suisse is hiring a new US head of equity sales as it seeks to become top 5 player in stock trading
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/10/2018
Beaufort IM hires Sanlam Four co-founder as new CEO
He left Sanlam Four in 2016.
05/10/2018
Leading offshore law firm appointments Managing Partner for Jersey Office
The new role, which will be in addition to Wendy’s existing roles as partner and local practice group head of the corporate team
05/09/2018
Adele Turton joins Brightstar's HNW division for northern expansion
Adele Turton, at Sirius Property Finance, said: “Securing this role at Sirius is a ‘finally’ moment for me and my team."
05/09/2018
Indosuez names new head for markets, investment & structuring in Singapore
He will report to Pierre Masclet and to Arjan de Boer, head of markets, investment & structuring, based in Hong Kong.