03/26/2018
Wealth Management Chief Stepping Down
The chief executive officer at the wealth management firm will depart at the end of 2018.
Executive Moves
03/26/2018
SGG Group appoints Managing Director for its Cayman office
Lynden has over 14 years of experience in the financial services industry and specialises in the incorporation, governance and administration of hedge funds, private equity structures, capital market transactions and complex international corporate struct
03/26/2018
Coutts banker quits after report of harassment complaints in 2015
The spokeswoman did not comment on the reason for Keogh's departure but read out an internal RBS statement that said: "Following recent media attention and the consequent strain placed on him and his family, Harry Keogh resigned last week."
03/26/2018
Former Coutts director joins board of Rockefeller Capital
Former UK Treasury Minister and Financier Named Second Independent Director
03/26/2018
Evercore Wealth Management Appoints Managing Director and Wealth & Fiduciary Advisor
Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.
03/26/2018
BNY hires former Fidelity exec to head investment strategy
Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.
03/23/2018
Julius Baer resumes Asian expansion with two huge hires in Singapore
Julius Baer added 110 relationship managers in Asia in 2016 – more than any competitor, excluding those involved in acquisitions – taking its RM headcount to 380, the fifth highest in the region.
03/23/2018
BNY Mellon Wealth Management names senior wealth director
Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.
03/23/2018
Anna Marrs in New Role
The departure of Standard Chartered's regional CEO for Asean and South Asia and head of commercial and private banking, as reported by finews.asia, surprised the market.
03/23/2018
Geneva group makes board change after chair steps back
The other members of the board, Genevieve Berclaz, Fabio Candeli and Nicolo Angileri, will stand for re-election to the board of directors for a new term of one year.
03/22/2018
Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire
Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings.
03/22/2018
Wells Fargo nabs $511M advisors, offsetting recent departures
The majority of his clients use Wells Fargo for their retail banking so moving all of their finances into one company is a major advantage, he adds.
03/22/2018
Lombard Odier and Its New Partner From Sweden
She has now been in Geneva for about eight months and has had the time to get going at her new workplace.
03/22/2018
Van Law to Step Down as Head of Raymond James’ RIA Group
The departure is ‘surprising news,’ recruiter Jon Henschen says.
03/21/2018
VW's Porsche names new chief for China, Hong Kong
Mr. Puttfarcken is currently CEO of Porsche Deutschland. The car maker said it hasn't yet made a decision on his replacement.
03/21/2018
Investec Asset Management taps U.K. institutional sales director
Investec has £104 billion ($145 billion) in assets under management.
03/21/2018
Standard Chartered re-aligns Commercial Banking, Private Banking and Wealth reporting lines
Anna Marrs to leave the Group in September 2018
03/20/2018
Where Next for Grace Barki?
Barki began her career with Citibank in Singapore and Jakarta in 1985
03/20/2018
Ex-Barclays boss put in sole charge of State Street ETF arm
He was the third high-profile departure from Barclays Wealth that year after head of UK wealth management Henry Fischel-Bock and chief executive Peter Horrell also quit the firm.
03/20/2018
PIMCO Announces 2018 Managing Directors
Promotion of the following officers of the firm to Managing Director.