05/18/2018
Appointment adds to Carey Olsen Bermuda's trust and private wealth practice
Her appointment also reflects the continued rapid growth of Carey Olsen Bermuda generally and the increasing volume of instructions we are seeing.
Executive Moves
05/18/2018
Geneva-based asset manager hires CIO from LFDE
The team has a total of €8.5 billion in assets under management, investing in both equity and fixed income markets.
05/18/2018
Schroders LatAm senior sales manager to join BlackRock
At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.
05/18/2018
Kestra Private Wealth recruits experienced breakaway team
The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.
05/17/2018
Veteran LatAm advisor joins European private bank
He moved to Chile in 2013 to join the local Credit Suisse operation as a private banker serving high net worth clients.
05/17/2018
Zurich boutique hires new COO and head of private clients
‘We are convinced that both will support us on Belvoir Capital’s further path to becoming a modern and innovative asset manager.’
05/17/2018
Sanlam UK expands portfolio management team
Daniel has more than 17 years’ experience in the wealth management industry.
05/16/2018
Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts
Boeding’s Epiq Capital will cater to ultra-wealthy clientele
05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth firm appoints ex-PwC managing partner to board
'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.
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
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