04/03/2018
KPMG appoints Partner in TMT practice
He brings a great combination of industry and advisory experience and will play a key role in our goal to provide market leading advisory, audit and tax services to our clients."
Executive Moves
04/03/2018
Guardian Wealth training and tech director departs for deVere
Guardian Wealth Middle East director Hamzah Shalchi noted that Jones’s departure came as the company was in the process of “evolv[ing]” its business model, in addition to expanding in the Gulf region and elsewhere.
04/03/2018
Alan Mathewson starts as Brown Shipley CEO
Mathewson, 47, joins Brown Shipley from Santander UK where he worked as Managing Director, Wealth Management and Private Banking.
04/02/2018
Societe Generale creates four new positions in Dubai
Amine Jaoui, previously head of business development at the bank, is now head of public sector coverage, and will focus on sovereign clients and public authorities in the Middle East and in Egypt.
04/02/2018
DBS Signs Olympic Champion
The athlete has expressed an interest in wealth management as a long-term career goal after leaving sports.
04/02/2018
Wealth Management Boutique Expands team
In a statement Ingber said, “Over the years I have evaluated numerous firms in a search to identify one that truly understood me, and more importantly, my client’s distinct needs and goals.
04/01/2018
Raymond James Brings on $216M Breakaway Merrill Rep: Recruiting Roundup
Meanwhile, Ladenburg Thalmann and Fidelity share their latest recruiting news; Live Oak Bank, FourPointe Consulting and FiComm Partners announce a special workshop series.
03/30/2018
Deutsche Bank Is Said to Name John Thain to Supervisory Board
Thain one of four nominees to stand for election in May
03/30/2018
Deutsche Bank eyes ex-UBS as next CEO
Deutsche Bank declined to comment.
03/29/2018
HSBC appoints Head of Digital for US Retail Banking and Wealth division
Leadership Role to Focus on Investment and Utilization of Technology to Continue to Improve the Client Experience
03/29/2018
Raymond James Brings on $216M Breakaway Merrill Rep: Recruiting Roundup
The advisor began her financial-services career in 2005 with Merrill Lynch and earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
03/29/2018
Appleby Cayman adds two partners and one counsel, following internal promotions
Across all offices, Appleby has promoted nine lawyers, effective 1 April 2018.
03/29/2018
Avaloq strengthens its management team in Germany
The move follows the strengthening of the global organisation Avaloq announced in January 2018.
03/28/2018
The under-the-radar private bank quietly getting ready to ramp up Asian recruitment
In December, we tipped the Geneva-based private bank to ramp up its Asian hiring,
03/28/2018
Close Brothers AF appoints sales manager in Scotland
As area sales manager, he will be responsible for The Angus, Aberdeen, Moray, Inverness, the Highlands and the Scottish islands.
03/28/2018
Former KPMG director to lead Ignition Wealth
Robo-advice firm Ignition Wealth has appointed Manish Prasad as its new chief executive.
03/27/2018
UBS Poaches Private Bankers in Mexico
Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan
03/27/2018
BNP Paribas Poaches From Rival
Before taking on the new role with the Paris-based bank Jaidka held senior positions with Citi.
03/27/2018
Kingfisher acquires top talent to head Family Office Division
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.
03/26/2018
Hong Kong Duties for Deutsche Wealth Head
Yim took over from Ravi Raju, the previous head of Deutsche's Asian wealth business who defected to rival UBS, in October 2016. On taking up the wealth role Yim flagged his intention of adding up to 50 new recruits in the region.