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.
Executive Moves
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.
08/11/2017
Kames Capital's Roberts and Milburn to join Liontrust
Snowden and Hull made co-heads of fixed income at Kames
08/11/2017
UBS names new Asia Pacific investment banking head - memo
Kendall, who joined UBS in Australia about two decades ago, became head of Asia Pacific corporate client solutions business last year
08/11/2017
Nikko Asset Management Names Hall To Global Equities Team
Nikko Asset Management’s Global Equity team of six managers runs manages high conviction and benchmark-unconstrained global equity long-only portfolios out of the Edinburgh location.
08/11/2017
Barclays Appoints Former Citigroup Director As CEO Of International
In this role he was responsible for the strategy, design and execution of next-generation payment solutions and platforms across both digital commerce and money transmission.
08/11/2017
LGT Bank appoints prince and lawyer as board members
LGT Bank's Switzerland and Liechtenstein entities have expanded their boards of directors, the banks have announced.
08/10/2017
ANZ hires HSBC director as head of China desk in Hong Kong
Who has vast experience with major Chinese corporate clients and has worked for three of the biggest corporate banks in Kong Hong.
08/10/2017
BNP Paribas' private bank Nabs from JP Morgan
Lemuel’s experience will bolster our holistic suite of services across target client segments.
08/09/2017
Brewin bond team resigns to set up asset management service
Smart has become chief investment officer at Bridport and will head up its asset management service.