09/23/2015
Disney Board Adds Wealth Management Exec
She is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society.
09/23/2015
Private banking giant appoints new managing partner
Before taking on his current job, he ran the firm’s treasury and markets division.
09/23/2015
Grüter's move to Keensight will see her leave Rothschild after seven years at the group.
09/22/2015
CEO of Lebenthal's Wealth Unit Quits Amid Executive Shuffle
Campanale's departure was effective immediately
09/22/2015
Wealth manager hires Nedbank duo in four-way recruitment drive
A decisive contributor to that growth has been the quality of our staff
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.
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
He brings 25 years’ experience in equity, fixed income and currency markets in Asia and the UK.
09/21/2015
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
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
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
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
Ms. Sandberg joins BNY Mellon from Bank of America