08/27/2018
HNW advice firm adds new role
Bringing more than 20 years' experience, Pikoulas joined from JP Morgan where he was working in equity sales with a focus on hedge fund clients.
Executive Moves
08/24/2018
Atria Wealth Solutions Appoints Chief Technology Officer
He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.
08/24/2018
Swiss asset manager hires two PMs as part of expansion
The second hire is Oliver Scharping, who joins as a portfolio manager for alternative equity strategy.
08/24/2018
Quilter lures back director after 11 months at SEI
OM PCA will be rebranding as Quilter Private Advisers.
08/23/2018
Stephanie Chung Breaks The Glass Ceiling In Business Aviation At JetSuite
She is an active member of several local committees including Elevation Society, Executive Women’s Roundtable and Texas Commission on Law Enforcement.
08/23/2018
Northern Trust Strengthens Trust Advisory Practice
Alex Tanouye joins the growing high-net worth practice in Washington D.C.
08/23/2018
UBS Loses Reps to Ameriprise and RBC
Our team decided to join RBC Wealth Management because of the firm’s longstanding reputation of putting clients first
08/22/2018
Credit Suisse Picks New Asia Private-Bank Heads as Ferrari Exits
The bank tapped Francois Monnet and Benjamin Cavalli to help lead the wealth management business in North Asia and South Asia, respectively.
08/22/2018
BlackRock names Swiss head of iShares
The firm currently employs more than 110 people in offices in Zurich and Geneva.
08/22/2018
Vanguard hires senior specialist from State Street
Vanguard, which manages $5.1 trillion globally (£3.9 trillion), while the European arm has over $175 billion in assets under management.
08/22/2018
Zurich CEO seeks more diverse team amid expansion
The firm is specifically looking for senior private bankers and technical analysis specialists.
08/22/2018
Credit Suisse Names Europeans as Wealth Co-Heads
The bank thanked and lauded de Ferrari, who is stepping down after seven years in the top Asian wealth job to run AMP, a scandal-tarnished Australian wealth manager, for his contributions.
08/22/2018
Ex-UBS research boss goes independent to chase Mifid II gains
Swiss bank's old European research head teams up with former Exane duo as change sweeps the industry
08/21/2018
SEI Names Lucy Paglione Senior Client Portfolio Manager in Canada
Appointment Supports SEI's Strong Growth in Global Markets
08/21/2018
Fieldpoint Private Continues to Grow its Global Profile
Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart
08/21/2018
KPMG wealth team snaps up risk expert Bill Packman
KPMG has subsequently been making a concerted effort to strengthen its growing wealth and asset management division in recent months.
08/21/2018
Commonwealth Adds Innovative Team
Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.
08/21/2018
Tiller adds four to investment team
The team will report to Tiller Co-Founder and Chief Investment Officer Jonathan Wauton.
08/21/2018
Sharma starts at HSBC in newly-created position
More details have emerged about veteran loans banker Ashish Sharma’s new job at HSBC.
08/21/2018
Tilney hires sports specialist from Coutts
Gary joins from Coutts where he has worked since 2014