05/16/2018
UBS moves 80 staff into artificial intelligence unit
Swiss bank switches its co-head of fixed income trading Chris Purves to head the operation
Executive Moves
05/16/2018
JPM makes series of sales appointments following exits
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.
05/16/2018
Ex-Credit Suisse investment management head joins Swiss Life
His will official start in his new role on 1 June 2018 and will report to Michael Klose, CEO of third-party asset management at Swiss Life.
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.
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.