03/17/2015
Bank of America appoints head of philanthropic solutions and the family office of U.S. Trust
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
Executive Moves
03/16/2015
Schroders announce key Global Equities Industrials hire
Dan will join the firm in April and will be based in London
03/16/2015
Tilney Bestinvest hires director of financial planning
Cathy’s impressive track record in financial planning will be invaluable to our clients in the Northampton area
03/16/2015
Julius Baer hires Barclays duo for North West push
The duo will join as relationship managers and will be reporting to David Durlacher, head of relationship management.
03/16/2015
British wealth manage hires ex-Coutts' chief risk officer for new role
British wealth manage has hired RBS's former head of operational risk to take on the newly created role of chief risk officer
03/16/2015
Two associate partners exit UK-based wealth manager
Two associate partners, who worked as financial advisers, have exited the UK-based wealth manager
03/15/2015
Credit Suisse names new global M&A heads
Swiss investment bank Credit Suisse Group AG said on Friday it had promoted Robin Rankin and Greg Weinberger to co-heads of its global M&A business
03/13/2015
President of wealth management group to leave post
His duties will be assumed by Bill Williams
03/12/2015
HSBC's Patrice Conxicoeur to head up AM in Japan
The global head of insurance coverage at HSBC GAM in Hong Kong is moving to Tokyo next month to be CEO of the bank's Japan asset management operation
03/12/2015
Ashcourt investment directors and IFA exit following Towry deal
Girault and Dickens moved from HSBC Global Asset Management where they were directors within the firm’s discretionary wealth management division.
03/12/2015
Old Mutual International’s Singapore and SE Asia head quits
We are currently going through the process of finding a successor.
03/12/2015
BNY Mellon Chief Exec Keeps His Post
Nelson Peltz’s Trian Partners is rebuffing a request by fellow activist Marcato Asset Management to remove Bank of New York Mellon Chief Executive Gerald Hassell from his job, the FOX Business Network has learned.
03/11/2015
ABN AMRO Names Sarfaty New Diamond and Jewelry Head
ABN AMRO has named the head of its diamond and jewelry desk for North America.
03/11/2015
Leading wealth manager strengthens Middle East team
Leading wealth provider with a heritage dating back to 1834 has recently increased the client support team for its Dubai-based operation due to strong growth across the Middle Eastern region.
03/10/2015
JP Morgan Private Bank replaces key fund selector
He will be replaced by Chris Blum, who is currently serving as global head of equities within the bank’s wealth management business based in New York.
03/10/2015
Northern Trust Announces New Director Appointment
He serves on the Board of Trustees of Northwestern Memorial Hospital and Purdue University
03/10/2015
Credit Suisse names new leader
Dougan will step down at the end of June, Credit Suisse said in a statement on its website on Tuesday.
03/10/2015
New MD for RBC's Italian investor & treasury services
Prior to this, Andrea held a number of senior roles with Italian and foreign banks
03/10/2015
Barclays Says No Plans for Swiss Exit After Geneva Chief Resigns
Barclays plans to announce a new management team for its Swiss private bank at the end of March and has hired a replacement for Simon Gaston, who ran the Swiss unit from Geneva since the middle of 2013, Grosoli said.
03/10/2015
RBS’s Coutts Geneva Chief Said to Join Barclays Ahead of Sale
Barclays said on Monday it won’t announce new management for Switzerland before the end of March.