03/10/2017
Wells Fargo Dolls Up Its Wealth Unit with American Girl Hire
The bank’s Abbot Downing division said Thursday that it had hired historian Mark Speltz from the -owned
Executive Moves
03/10/2017
KPMG elects Bill Thomas as Global Chairman
He has been a leader in defining KPMG's global strategy and a champion in promoting an inclusive and high-performing culture throughout the KPMG network.
03/10/2017
JP Morgan AM hires Invesco PowerShares boss for ETF push
JP Morgan is well equipped to innovative new ways of serving investors in an ETF structure
03/10/2017
Man Group appoints president of Man Americas
As president of Man FRM, McCloskey is responsible for overseeing a number of key strategic relationships and driving the expansion and evolution of the business in North America.
03/10/2017
Raymond James Welcomes Veteran Advisor and Team from Merrill Lynch
The firm has a high regard both for the role of the advisor and the interests of our clients.
03/09/2017
UBS head of equities departs for US group
Leonard joined from UBS Global Asset Management, where he has worked in a variety of roles, most recently as global head of equities.
03/09/2017
Morgan Stanley Chooses New Head of Wealth Management Investment Resources
Lisa Shalett has succeeded Mike Wilson, who was recently promoted to U.S. chief equity strategist.
03/09/2017
Invesco PowerShares Appoints Swiss Branch Manager
Banker from Deutsche Bank joins Invesco PowerShares
03/09/2017
Thesis AM hires duo for investment management team
Also adds investment assistant to Chichester office
03/08/2017
Société Générale Hires Ex-CS Managers
SGPB had announced in December 2016 that it planned to expand its operations in Switzerland.
03/08/2017
Indosuez Boosts Singapore Team
Has been active in adding bankers in both Asia and the Middle East since the beginning of the year.
03/08/2017
Hong Kong independent firm hires two senior advisers
They join at an important time as we continue to grow our Asian multi-family office business.
03/08/2017
UBS makes two senior appointments in Hong Kong
UBS has also hired Karen Tsang from Credit Suisse in early January.
03/08/2017
Brookwood Securities Partners boosts team
He has a proven track record of developing strategic, long-term business relationships and we are excited to welcome him to our firm.
03/08/2017
$150M Merrill Lynch Team Jumps to Janney
Last month, two veteran Merrill Lynch advisors producing $1.3 million in annual revenue left for Morgan Stanley.
03/08/2017
Banque Cramer Appoints New CEO
Banque Cramer appointed Cédric Anker as its new CEO.
03/07/2017
CISE completes rebrand to TISE
This is a very exciting time for the Exchange.
03/07/2017
Swiss Private Bank boosts board
He currently had plenty to do and would probably take on a few more mandates as well.
03/07/2017
CIO Alice Ruth Exits Bloomberg Foundation, Family Office
Willett Advisors’ founding investment chief Alice Ruth has left, and her role taken over by co-CIOs.
03/07/2017
UBS names head of Latin America wealth management
The former Deutsche Bank executive, who joined UBS in 2013, replaces Alexander van Tienhoven, who is leaving UBS for personal reasons.