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Executive Moves

11/02/2015

Vontobel Asset Management appoints AsiaPac client service manager

Vontobel said it has assets under management and advisory in the Asia Pacific region of about $12 billion.

11/02/2015

Rathbones makes senior hire to Rathbone Private Office

She will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients.

11/02/2015

Vestra makes Barclays investment hire

The appointment follows the recent recruitment of former Woodford Investment Management strategist Russell Harrop

11/02/2015

Nordea appoints new Deputy Head of Wealth Management

Both are appointed new members of Group Executive Management.

11/02/2015

Hawksmoor unveils double office launch for ex-Brewin six

Earlier in the year, Wealth Manager revealed Hawksmoor's intentions to open the offices following the hire of six managers from Brewin Dolphin.

11/02/2015

Wealth management leader expands investment research team

Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space

11/01/2015

UBS Snags Three Advisers Who Managed $580 Million

Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004

11/01/2015

RBC Wealth Hires Four Advisors From Morgan Stanley

Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.

11/01/2015

Davy Group Hires Former UBS Family Office Specialist

He will also become a member of the Davy’s Global Investment Committee that oversees €15 billion of assets under management.

10/30/2015

MUFG's Nobu Hirano to Rejoin Morgan Stanley Board

He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.

10/29/2015

HSBC Global AM names Puneet Chaddha Singapore CEO

Mr. Chaddha will also take up the position of head of Southeast Asia of HSBC Global Asset Management.

10/29/2015

Societe Generale Private Banking appoints head of wealth management solutions

He joins the Executive Committee of SGPB and succeeds Bruno Lèbre, who becomes Head of Business Development.

10/28/2015

Kara Valentine joins Rockefeller as director, marketing

Valentine has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.

10/28/2015

Vontobel AM recruited specialis for new Mid -yield strategy

Vontobel is convinced that this asset class will continue to grow considerably in importance amongst investors.

10/28/2015

Change to the UBS Board of Directors

Jes Staley was elected to the UBS Board of Directors at UBS's May 2015 Annual General Meeting.

10/28/2015

Vontobel appoints new head of Private Banking clients in French speaking Switzerland

His wealth of experience and excellent contacts will bolster existing expertise in Geneva.

10/28/2015

AES expands in Dubai with two new hires

Lisa Ritchie was formerly at Adam & Company in Aberdeen

10/28/2015

Weatherbys hires wealth planner from Barclays

Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.

10/28/2015

Swiss Minister Who Helped Bail Out UBS Will Step Down

She was at the center of the action when UBS faced the prospect of a criminal indictment on suspicion it helped wealthy Americans evade taxes.

10/27/2015

Rockefeller & Co. Names Kara Valentine Vice President and Director of Marketing

Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust

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