09/19/2011
Aurion Capital boosts business development team
David will be responsible for sales, marketing and client service for the Private Client business, building on the success of Aurion's well-regarded Business Development Team.
Executive Moves
09/16/2011
CBA appoints new head of wealth management
In anticipation of Chief Executive Officer elect Ian Narev commencing in his role of CEO designate from 1 October 2011, Chief Executive Officer Ralph Norris and Ian Narev today announced that Grahame Petersen has been appointed Group Executive Business an
09/15/2011
Morgan Stanley Hires Three Advisors From RBC, UBS
Morgan Stanley Hires Three Advisors From RBC, UBS
09/14/2011
Hartford's wealth management unit taps new head of strategic markets
He most recently worked at AXA Global Distributors in Paris
09/14/2011
Expansion of private client team at Harrogate law firm
She joins the firm from respected Sheffield solicitors, Wake Smith
09/14/2011
Eastern Bank wealth management head resigned
“We’re sorry to see her go, but we wish her well,” Bartolotta said.
09/13/2011
Northern Trust strengthens asset management team
He joins from Robeco Group
09/13/2011
Multi-family office recruits new partner
He brings more than 30 years of financial, administrative and investment management experience to this role and will work with clients to develop customized solutions relating to the creation, management, preservation and transfer of wealth.
09/13/2011
Barclays Wealth taps MD of UHNW & Family Offices team
Barclays Wealth taps MD of UHNW & Family Offices team
09/09/2011
Signature Bank adds new private client banking team
Signature Bank has announced that it has appointed a new private client banking team and expanded three others within its network.
09/06/2011
Standard Chartered seats new CEO for UAE
He moves to the UAE from Standard Chartered in Bahrain
09/06/2011
Bendigo Wealth strengthens distribution capabilities
Bendigo Wealth has announced the appointment of three new senior members of its distribution team.
09/06/2011
McGrigors boosts tax team with high-profile KMPG hire
His role will be to assist corporate and high net worth clients with the management of offshore tax arrangements – particularly in relation to Swiss matters.
09/06/2011
Schroders hires Aethra’s Scheiber for multi-asset team
Schroders hires Aethra’s Scheiber for multi-asset team
09/06/2011
Proskauer continues funds raid on SJ Berwin with six associate hires
Proskauer continues funds raid on SJ Berwin with six associate hires
09/05/2011
BNY Mellon recruits official for key role in wealth mgmt
He is a proven investment strategist with 12 years of experience with an institutional investment management firm.
09/02/2011
Kleinwort Benson hires senior wealth planner
She previously worked as a senior wealth planner at Lombard Odier London
09/02/2011
Angela Knight joins Board of Tullett Prebon
Angela Knight joins Board of Tullett Prebon
09/02/2011
City National Bank boosts private client services group
He will advise high-net-worth families, nonprofits and professional services firms on comprehensive wealth management strategies and private banking solutions.
09/02/2011
Bank Leumi USA taps new deputy CEO
"Mr. Arbel comes to Bank Leumi USA with over 15 years of extensive professional experience and leadership in key management roles in Bank Leumi le-Israel's commercial banking division. In his transition here to the United States, we expect him