11/03/2015
UBS Names New U.S. Brokerage Chief
Thomas Naratil expected to continue push to focus on clients who have millions to invest
Executive Moves
11/02/2015
Julius Baer boosts Japan business team
In this new role, he will drive the Bank’s Japan coverage out of Singapore to serve some of the most sophisticated clients in the region,
11/02/2015
Vontobel Asset Management appoints AsiaPac client service manager
Vontobel said it has assets under management and advisory in the Asia Pacific region of about $12 billion.
11/02/2015
Rathbones makes senior hire to Rathbone Private Office
She will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients.
11/02/2015
Vestra makes Barclays investment hire
The appointment follows the recent recruitment of former Woodford Investment Management strategist Russell Harrop
11/02/2015
Nordea appoints new Deputy Head of Wealth Management
Both are appointed new members of Group Executive Management.
11/02/2015
Hawksmoor unveils double office launch for ex-Brewin six
Earlier in the year, Wealth Manager revealed Hawksmoor's intentions to open the offices following the hire of six managers from Brewin Dolphin.
11/02/2015
Wealth management leader expands investment research team
Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space
11/01/2015
UBS Snags Three Advisers Who Managed $580 Million
Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004
11/01/2015
RBC Wealth Hires Four Advisors From Morgan Stanley
Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.
11/01/2015
Davy Group Hires Former UBS Family Office Specialist
He will also become a member of the Davy’s Global Investment Committee that oversees €15 billion of assets under management.
10/30/2015
MUFG's Nobu Hirano to Rejoin Morgan Stanley Board
He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.
10/29/2015
HSBC Global AM names Puneet Chaddha Singapore CEO
Mr. Chaddha will also take up the position of head of Southeast Asia of HSBC Global Asset Management.
10/29/2015
Societe Generale Private Banking appoints head of wealth management solutions
He joins the Executive Committee of SGPB and succeeds Bruno Lèbre, who becomes Head of Business Development.
10/28/2015
Kara Valentine joins Rockefeller as director, marketing
Valentine has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Vontobel AM recruited specialis for new Mid -yield strategy
Vontobel is convinced that this asset class will continue to grow considerably in importance amongst investors.
10/28/2015
Change to the UBS Board of Directors
Jes Staley was elected to the UBS Board of Directors at UBS's May 2015 Annual General Meeting.
10/28/2015
Vontobel appoints new head of Private Banking clients in French speaking Switzerland
His wealth of experience and excellent contacts will bolster existing expertise in Geneva.
10/28/2015
AES expands in Dubai with two new hires
Lisa Ritchie was formerly at Adam & Company in Aberdeen
10/28/2015
Weatherbys hires wealth planner from Barclays
Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.