10/04/2017
Veteran Analyst Joins Private Bank
The CFA-registered finance professional ran stock research for Bank Sarasin & Cie.
Executive Moves
10/03/2017
HighTower’s Michael Parker Departs To Lead Recruitment at RBC Wealth Management
The announcement was sent to RBC employees Monday morning.
10/03/2017
Wealth manager appoints new CEO
He has previously held senior management roles in a number of well-known UK brands
10/03/2017
UBS looks to appoint an Asian to board of directors as it eyes expansion in the region
The Swiss lender is aiming to diversify its board with more women, Asians and younger people
10/03/2017
Citi Board Elects John C. Dugan and S. Leslie Ireland to Board of Directors
Cybersecurity and anti-money laundering are top priorities for the company.
10/03/2017
Northern Trust Names New Head of Japan Office
Hired to Lead Asset Management Business in Country
10/03/2017
Cantor Fitzgerald names global head of prime brokerage
Mr. Yalmokas was the Head of Americas Prime Brokerage at Bank of America Merrill Lynch since 2011
10/03/2017
Tolomeo Capital appoints Director of Finance & Compliance
As a highly qualified professional she brings considerable expertise to Tolomeo Capital and perfectly fits in our team complementing its existing skill sets
10/03/2017
Unigestion appoints head of portfolio construction
Based in Geneva, Déruaz will lead the firm’s equity portfolio construction reporting to Unigestion’s head of equities, Alexei Jourovski
10/03/2017
Sasfin Wealth appoints new CEO
Erol Zeki appointed CEO of Sasfin Wealth
10/03/2017
Walker Crips reshuffles management team
Martin and Eastwood were previously directors and will now assume new responsibilities from interim head of York operations Nigel Skelton
10/02/2017
Katy Knox replacing Keith Banks as U.S. Trust president
Banks and Knox will work together on the leadership transition through the end of the year.
10/02/2017
AIM-listed IFA appoints ex-Coutts head as exec chair
He has previously been managing director of Helvetia Wealth and a director at Barclays Wealth.
10/02/2017
JPMorgan appoints Vis Raghavan as EMEA CEO
Who has held a number of roles at JPMorgan since joining the bank in 2000 from Lehman Brothers.
10/02/2017
JP Morgan Private Bank hires Edmond de Rothschild MD
He was head of investment advisory in London for Barclays.
10/02/2017
Private Client and Funds business appoints new Global private client Head
Meet the needs of private and corporate clients seeking high quality, regulated trust services in one of Asia’s premier financial centres.
10/02/2017
HSBC awaiting approval for new CEO appointment
Gulliver has set out his intention to retire at the end of 2018
10/02/2017
Fledgling private office hires Lord North Street director
He held the same role at Sandaire before leaving it for Wren.
10/02/2017
Schroders appoints CEO of Schroder Adveq
Prior to that Reto was a partner and member of the executive board at Partners Group.
10/02/2017
Geneva wealth manager CIO exits for fintech firm
In Switzerland most banks are already providing data via APIs.