08/17/2017
Thirdrock Beefs Up Private Banking
We remain focused on hiring, grooming and retaining talent who are committed to advising and to acting in the best interests of our clients.
Executive Moves
08/17/2017
Avaloq Poaches from CS – Again
In his new position at Avaloq, he will be reporting directly to Thomas Beck, the company’s Group Chief Technology Officer.
08/17/2017
BMO Wealth Management Appoints New National Head of Banking
He currently serves as a member of the Board of Trustees for the Chicago History Museum.
08/17/2017
Pictet hires ex-hedge fund credit chief for Alt Ucits team
He brings with him 20 years of investment experience and serves as a senior investment manager within Pictet’s total return credit team.
08/17/2017
Standard Chartered has just hired a global head for digital banking
Sousa Cardoso was a member of the retail leadership team at Emirates NBD and led digital strategy for online and mobile banking, ATM banking, phone banking, branch automation, and tablet banking.
08/17/2017
Redmayne-Bentley adds to its Cambridge branch
He is a chartered fellow of the CISI and a chartered wealth manager
08/17/2017
Redmayne-Bentley adds to its Cambridge branch
He is a chartered fellow of the CISI and a chartered wealth manager.
08/17/2017
Hargreaves Lansdown Appoints Fiona Clutterbuck, Roger Perkin Non-Execs
Senior non-executive director at buy-to-let mortgage provider Paragon Group of Companies PLC.
08/17/2017
Two UBS Wealth Managers in Los Angeles Depart, One by Mutual Agreement
The U-5 report filed by UBS on his separation says that it was not related to compliance or sales practice issues.
08/17/2017
William R. Gibbs Joins BNY Mellon Wealth Management as New Wealth Director in Seattle
Financial services specialist and West Point graduate joins the firm’s growing Seattle office
08/16/2017
Zurich wealth manager hires senior adviser from Willis Towers Watson
With his many years of experience Hans Münch will ideally complement the advisory approach of ZWEI
08/15/2017
RBC nets 3 teams with $1B in AUM
The wirehouse team was formerly with Morgan Stanley.
08/15/2017
Sandaire chair Alex Scott to step down
He has had a career spanning in banking spanning over 50 years, having started out at Coutts in 1964.
08/15/2017
WEALTH management specialist announces board shake-up
£50m wealth management specialist streamlining board to make it fit for future
08/15/2017
Barnett replaces Newbury as Kleinwort Hambros chairman
He replaces veteran private banker Warwick Newbury who has been in the industry for over 50 years.
08/15/2017
Quilter Cheviot appoints head of Birmingham office
David was previously deputy head of the company’s midlands office
08/15/2017
Rathbones appoints Scottish finance vet as senior indy director
His career has also included time as chief executive officer of CMC Markets and group finance director of Icap.
08/14/2017
CBA boss to retire after money laundering suit
Australia’s biggest bank seeks successor to Ian Narev amid torrent of criticism
08/14/2017
LGT Vestra strengthens Business Development team
She is a Chartered Fellow of the Chartered Institute of Securities and Investments and a Member of both the Personal Finance Society and the Chartered Insurance Institute.
08/14/2017
Schroders restructures UK institutional team
As a result of this change, Tim Horne - formerly a DC investment solutions manager at the firm - has been promoted to head of UK DC.