08/15/2013
Barclays eyes Scottish growth by hiring senior RBS banker
Barclays is a strong franchise within the Scottish market
Executive Moves
08/15/2013
Kairos Partners appoints portfolio manager from Vontobel
Livio Dalle has been appointed senior portfolio manager at Kairos Partners.
08/15/2013
Scottish wealth firm poaches Swip fund manager
His appointment demonstrates our commitment to the private client sector and reflects growing demand for our services.
08/14/2013
Barclays looses three senior mergers to Rothschild
Some Barclays employees have departed as it reorganizes and attempts to navigate concerns tied to compensation and tougher regulatory scrutiny of European lenders.
08/14/2013
EFG International appoints new Head of Private Banking, Zurich
He joins from Bank Vontobel, where he was Head of Private Banking International from 2006, with market responsibility for Latin America, Asia-Pacific, the Middle East and Italy.
08/14/2013
AMP appoints new CEO
He replaces Craig Dunn who will retire from AMP following six years as Chief Executive Officer and Managing Director and 13 years with the company.
08/14/2013
Coutts continues North West expansion
Further appointments in Manchester demonstrate continued investment in the North West
08/14/2013
BMO Private Bank Hires Senior Private Banker in Chicago
She Brings Over 25 Years of Chicago-Based Wealth Management Experience to Her New Role
08/14/2013
Raymond James Adds Practice Management Chief
Raymond James has announced a key senior management appointment in its Private Client Group.
08/13/2013
Leo Puri quits Infosys to join India’s fifth largest wealth manager
His departure from Infosys comes at a time when the Bangalore-based company is steering its biggest transition
08/13/2013
Former Credit Suisse exec to head up Coutts China desk
Coutts’ international desk is of significant importance to the business and to our clients
08/13/2013
Ex Morgan Stanley, Rothschild MD joins Jefferies
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Evercore Wealth hires strategist from GenSpring
We welcome Jewelle to our team
08/11/2013
Bank J. Safra Sarasin reorganises German activities
With this reorganization, Bank J. Safra Sarasin is looking forward to strengthening its presence in the southern region of Germany and to continuing its successful growth.
08/11/2013
Rathbone Investment Management boosts Winchester office
He will report into Tim Bolton Carter, regional director for the South West, and will be responsible for managing a range of private client and charity portfolios.
08/11/2013
Baird hires advisers from UBS in Chicago, Minnesota
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
Deutsche Bank appoints Head of Wealth Management for Latin America
He will join the Firm from Credit Suisse in Switzerland,
08/10/2013
JPMorgan, Citi expand wealth management divisions in Washington
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
Macquarie wealth boss quits
In June, three advisers left the firm, which is part of Macquarie Bank's banking and financial services division.
08/08/2013
Morgan Stanley Wealth hires ex-Merrill strategist
She is still negotiating her specific role