10/06/2016
Canaccord Parts ways with Veteran Investment Banker
He is known for his expertise in mergers and acquisitions advice, having spent seven years at boutique advisory firm Sagent Advisors.
Executive Moves
10/06/2016
Aberdeen Asset Management - Changes to Committee Chairmen
The following appointments have been made to the Board's committees
10/06/2016
New Head of Credit Suisse Wealth Management
This is part of the project shifting the Express Line's trains to the City Line in order to serve more passengers.
10/06/2016
LGT Vestra appoints strategic adviser to financial mutuals team
Mark’s vision and forward thinking on the opportunities for the Friendly Societies sector are well known
10/06/2016
Angela Knight joins private banking board
She is also chair of the Office of Tax Simplification—which is an independent body of HM Treasury.
10/06/2016
Lloyds Private Banking hires portfolio specialists head from Close Brothers
Prior to this, he worked at at EFG Private Bank, Merrill Lynch and Barclays Wealth.
10/05/2016
Credit Suisse Names New Channel Islands Management
He merged private banking systems in Guernsey, Gibraltar and the U.K. and was most recently the European operating chief for equities.
10/04/2016
Ex-Aviva CEO joins Old Mutual Wealth as ‘customer champion’
He is also currently a non-executive director of LV= and chairman of Virgin Wines.
10/04/2016
Sun Life Financial hires from AXA in HNW push
Sun Life Financial Announces It's Chief of HNW and Wealth Structuring for Asia
10/04/2016
BNP Paribas Appoints New UK Head
She held senior different senior management positions in the Group’s Corporate and Mid-Market Banking Divisions in the UK, the US and Asia and in the Private Bank in London.
10/04/2016
Investec Wealth & Investment appoints London head
“My sincere thanks go to David Bulteel for his tremendous contribution to the growth of the London team. I have every confidence that he will bring the same level of success to our international division.”
10/04/2016
Societe Generale Securities Services strengthens its teams in India and Poland
Cyril Tourneur replaces David Jaegly as Head of SGSS in Poland.
10/04/2016
EFG Wealth Management boosts team
EFG Wealth Management [Bermuda] Ltd. provides services to a range of investors, including High Net Worth Individuals and Institutions including licensed trust companies, insurance companies, charities and family offices.
10/03/2016
Sun Life Financial poaches David Varley from AXA Hong Kong
Sun Life Financial Hired a New Chief of High Net Worth and Wealth Structuring
10/03/2016
Aberdeen announces board changes
Simon will also chair the Nominations Committee, while Julie Chakraverty has been appointed Senior Independent Director.
10/03/2016
Tilney expands Bristol financial planning team
She has previously worked for Chase De Vere and Close Asset Management.
10/03/2016
Former Global Treasurer of The Goldman Sachs elected to BNY Mellon board
Robinson is also a trustee of Williams College and MASS MoCA.
10/03/2016
Ex-Julius Baer Banker Named Avobis CEO
Avobis is also hiring seven advisory specialists for the new unit, a move intended to strengthen Avobis' position in client advisory.
10/03/2016
JTC Appoints Managing Director Of Geneva Office
Raised in the Netherlands, Dirk qualified as a lawyer from the Free University of Amsterdam.
09/30/2016
3 Conyers Directors On Citywealth Leaders List
We take great pride in offering a high-level of service and support to our international clientele and are pleased to see this recognition from our peers