04/04/2018
Miami financial firm appoints former Citi Private Bank executive as CEO
He most recently served as head of Americas Investment Services at Citi Private Bank (CPB), where he was responsible for the region’s investment teams.
04/04/2018
He will be responsible for Man GLG’s credit business and will have oversight of the credit portfolio management teams.
04/04/2018
Private Wealth heavyweight joins International law firm
He will be based at the firms head office in London.
04/04/2018
'Both Claudia and Alice bring a wealth of complementary experience to their new roles, which greatly enhances the team and its profile both across our business and in the wider marketplace.'
04/04/2018
In line with its plan to accelerate growth organically and through acquisitions, Avaloq recently implemented a new governance structure and team to strengthen its operational and strategic management
04/03/2018
Hu is the second Asia-based representative to sit on the Swiss bank's board after Joseph Yam, who ran Hong Kong's central bank until 2009.
04/03/2018
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."
04/03/2018
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
Mathewson, 47, joins Brown Shipley from Santander UK where he worked as Managing Director, Wealth Management and Private Banking.
04/02/2018
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
The athlete has expressed an interest in wealth management as a long-term career goal after leaving sports.
04/02/2018
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
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
Thain one of four nominees to stand for election in May
03/30/2018
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
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
Across all offices, Appleby has promoted nine lawyers, effective 1 April 2018.
03/29/2018
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,