09/22/2015
RBC boosts HK team
She brings almost 25 years' experience in the financial industry. In her new Hong Kong-based role, she will join the North Asia relationship management team.
Executive Moves
09/22/2015
Vestra poaches three private bankers for HNW team
The hires follow the appointment of four senior wealth managers from Barclays Wealth and Julius Baer last November to work with high net worth clients.
09/21/2015
Credit Suisse names private bank CIO Asia Pacific
He brings 25 years’ experience in equity, fixed income and currency markets in Asia and the UK.
09/21/2015
Edmond de Rothschild hires Allianz man Lee to spearhead UK push
He will be involved in the adaptation and re-targeting of Edmond de Rothschild’s offering, which is primarily sold in the French and Swiss markets through Fonds Communs de Placement vehicles.
09/21/2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit
Ex-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role; Frank Campanale stepping down as wealth chief
09/18/2015
UBS Snags Barclays Manager to Head New York Complex
A Barclays spokesman didn't immediately comment on the departure.
09/17/2015
Wilmington Trust Adds Three Structured Finance Veterans
The three are well known within the industry.
09/17/2015
UBS Loses Advisers Managing Nearly $775 Million
Advisers move to rivals Morgan Stanley and Raymond James Financial
09/17/2015
Standard Chartered Middle East bankers said to leave amid cuts
Bank considering cutting as many as 250 of about 1,000 managing directors as part of a plan by CEO Bill Winters to reverse a two-year profit slide
09/16/2015
Deutsche Grabs 2 Recruits For Private Bank
Deutsche Asset & Wealth Management picked up two J.P. Morgan recruits for its private bank.
09/16/2015
RBS loses two execs
Two more senior staff quit Royal Bank of Scotland to join rivals, this time in the private equity and wealth management sector
09/16/2015
BNY Mellon appoints Senior Wealth Manager
She joins BNY Mellon from Bank of America
09/16/2015
Old Mutual Wealth recruits from Investec
Investec Structured Products is “actively recruiting” to replace him...
09/16/2015
Investec Private Office hires Pictet vice president
At Pictet Garvin was a vice president based in Geneva, managing more than $1 billion (£650 million) in multi-currency portfolios for US clients.
09/16/2015
BNY Mellon Adds Kirsten Sandberg as Senior Wealth Manager
Ms. Sandberg joins BNY Mellon from Bank of America
09/15/2015
James R. Malone, Jr. Joins Post & Schell as Co-Chair of Newly Established Tax Controversy Practice
In 2007, he was named among the top 100 lawyers in both Philadelphia and Pennsylvania.
09/15/2015
HSBC promotes wealth management head to Hong Kong CEO
The previous boss of the Hong Kong unit, Anita Fung left earlier this year.
09/15/2015
New Old Mutual boss to pick COO
One of incoming Old Mutual chief executive Bruce Hemphill's first tasks will be to pick a new chief operating officer, after Paul Hanratty resigned on Tuesday.
09/15/2015
deVere Group names new Chairman
He joined deVere Group’s Board of Directors in June 2013 in a non-executive role.
09/15/2015
Old Mutual poaches Investec's Gary Dale for top adviser sales role
Old Mutual Wealth has appointed Gary Dale as head of advisory sales, poaching him from a similar role at rival Investec.