09/25/2015
Changing scene: Morgan Stanley adds wealth expert
Shartsis advises and manages money for high net worth families and corporations.
Executive Moves
09/25/2015
Liontrust expands international sales team
Based in Luxembourg he joins from Nordic corporate bank Skandinaviska Enskilda Banken.
09/25/2015
UBS announces new EMEA FIG DCM leader
He joined the Swiss banking group in 1999.
09/25/2015
Citi Private Bank makes senior appointment
Head advisory services in its Law Firm Group.
09/25/2015
Volkswagen To Name Porsche's Matthias Mueller As New CEO
Mueller became CEO of Porsche in 2010. He is also said to be close to the Porsche family, the largest shareholder at Volkswagen.
09/24/2015
George King departs RBC Wealth Management
George King, RBC Wealth Management's head of portfolio strategy, has left the firm.
09/24/2015
Pitcairn Taps Laurie Ressin Martin as Managing Director & DC Office Head
She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5.
09/23/2015
Bank of the West appoints wealth management head from BNP
He also brings valuable retail banking experience having served earlier in his career as head of a retail branch group in Paris.
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
Rothschild’s Grüter joins Keensight as associate
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
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.