12/16/2015
BMO Names New Leader to Delaware Trust Unit
He began his career as a practicing attorney in estate planning with the law firm Sachnoff and Weaver, now Reed Smith
Executive Moves
12/15/2015
UBS Lures Advisors With $2.5B in Combined AUM
Galli, who previously worked at UBS from 1986 to 2008, is rejoining the firm with nearly $440 million in AUM after spending the last seven years with Credit Suisse
12/15/2015
Standard Chartered axes top bankers in energy M&A team: Report
A Standard Chartered spokeswoman declined comment on the departures.
12/15/2015
Edmond de Rothschild appoints group chief economist from HSBC
She will report directly to Ariane de Rothschild, Chair of the Group Executive Committee.
12/15/2015
GBST appoints new managing director and CEO
He co-founded the wealth management software provider InfoComp in 1988.
12/14/2015
Falcon Private Wealth promotes London-based Greater China head
Wealth Management emerging market expert Falcon Private Wealth, recognizes it’s Head of Greater China, Bryan Wang
12/14/2015
Former trade minister Lord Livingston set to join hedge fund manager
Firm says his appointment as chairman is subject to approval from the financial watchdog
12/14/2015
Man Group to appoint Lord Livingston as chair
The former Minister for trade and investment will replace Jon Aisbitt, who stands down next year.
12/14/2015
Fulcrum Asset Management names two new partners
Fulcrum Asset Management promoted Tim Meggs and Nabeel Abdoula as the firm's partners.
12/14/2015
Canaccord Genuity Wealth Management Adds Senior Investment Director to London Investment Team
In 2002, he returned to private client investment management with Border Asset Management
12/14/2015
Societe Generale Securities Services sets up team in the Netherlands
Roel van de Wiel has been appointed Commercial Director for the Netherlands and the Nordic Region.
12/14/2015
SS&C Hires Chris Whiting to Lead Advisory Client Relationship Management Team
Mr. Whiting brings more than 20 years of experience as a technology applications and client engagement executive.
12/11/2015
U.S. Trust Boosts Offices With Eight Additions
New York-headquartered U.S. Trust, Bank of America Private Wealth Management, has announded the addition of eight new wealth management professionals throughout the country.
12/10/2015
Hoveyda to join UBS in senior coverage role
His appointment highlights the shift at UBS towards advisory and capital markets after its high profile shuttering of capital-intensive fixed income trading businesses nearly a year ago.
12/10/2015
UBS names new global DCM head
Before that, he held several senior roles in FIG investment banking and debt capital markets.
12/10/2015
Central Bank chief Vanoli submits resignation
Vamoli will be replaced by economist and PRO lawmaker Federico Sturzenegger, as it was announced by Lwt’s Change coalition.
12/10/2015
Intrinsic names CEO as distribution boss exits after three months
Thompson, who reports into Freeman, was previously distribution director at Intrinsic and responsible for leading the team.
12/09/2015
Former UBS Advisor with $300M in AUM Joins RBC
The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.
12/09/2015
Raymond James Financial Services hires Lancaster Wealth Management team
Raymond James also said Caitlin Abbott will be joining the team as an administrator.
12/09/2015
BMO Global Asset Management taps Oz institutional chief as Asia-Pac head
He joined the bank in 2013 to lead BMO Global Asset Management's expansion into Australia. He has more than 15 years of asset management experience in senior roles.