02/10/2016
Canaccord Genuity Wealth Management names head of UK compliance
Canaccord Genuity Wealth Management last month hired Creechurch Capital's Arthur Molloy to spearhead its growth push in the isle of Man.
02/10/2016
Carbonnier has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/10/2016
UBP appoints to lead US client focus
He has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/09/2016
UBS Wealth promotes three in investment products team
The company said Ben Geldenhuis will head mortgage solutions
02/09/2016
State Street appoints Swiss ETF head
He will report to Alexis Marinof, EMEA head of SPDR ETFs and Stan Hlad, head of SSGA Switzerland.
02/09/2016
The top lawyer at Credit Suisse's wealth management division is leaving to join the private banking business at Swiss rival UBS.
02/09/2016
Brown Shipley chief investment officer Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy ahead of a Brown Shipley senior management shake-up.
02/08/2016
Based in Hong Kong, Tang joined in January and reports to Ignatius Chong, who was recently appointed to the role of market head, Greater China.
02/08/2016
Close Brothers Asset Management makes key hires
Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex
02/08/2016
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/05/2016
He will report to Edmund Koh, head of wealth management Asia Pacific
02/05/2016
There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.
02/04/2016
Sei NAmes New Head Of Institutional Group
Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role
02/04/2016
He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.
02/04/2016
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/04/2016
Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's COO.
02/03/2016
He has also been a Client Relationship Manager at Deutsche Bank, Asset Wealth Management; and an Institutional Broker.
02/02/2016
JP Morgan Private Bank has appointed Diana Robinson as head of equities for Europe, Middle East and Africa
02/02/2016
He will be based in Hong Kong.
02/02/2016
Research analysts were shifted to specialist strategist roles within RBC’s fixed-income and currencies operations.