07/05/2023
Dagmar Laub becomes the new Head of Communications & Public Affairs at the SBA
The Board of Directors of the SBA unanimously confirmed Dagmar Laub in this function.
Executive Moves
07/05/2023
Wealth management head at Bern's DC Bank to step down
The bank, which was founded by the city of Bern, is looking for a new person to take on the role.
07/05/2023
M&G Wealth Advice appoints Matthew Ings as Head of Academy
Prior to this, Matthew held a number of senior training and sales roles at companies including Bank of Scotland Investment Service and Barclays Financial Management.
07/05/2023
RBC Brewin adds 50 years of planning expertise in Aberdeen
Ricki Garden and Louise Ritchie headline five appointments to the firm’s Aberdeen office.
07/05/2023
EFG Reshuffles its APAC Management
EFG appoints four new market group heads as part of the realignment of its management structure in APAC to further drive the bank's growth strategy in the region
07/04/2023
UBP Expands Front Office in Singapore
Prior to UBP, Hananto led a Southeast Asia team at EFG Bank and served as vice chair of Southeast Asia at Bank J. Safra Sarasin.
07/04/2023
IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards
IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.
07/04/2023
Standard Chartered names two HK heads of managed investments
Standard Chartered has filled the position of its wealth management head of managed solutions through an internal reshuffle at its private bank.
07/04/2023
EFG: Asia Added 30 Bankers in 2023
Globally, EFG is aiming to add about 100 private bankers in 2023.
07/04/2023
M&G appoints new Wealth CEO
Most recently, she was CEO of abrdn Personal Wealth, and CEO and Executive Director of wealth manager Brooks Macdonald Group plc.
07/04/2023
UniCredit boosts restructure with important hires
To help speed up the bank's restructuring, UniCredit has announced important appointments.
07/03/2023
Julius Baer snaps up two NRI bankers from BNP Paribas WM
The Swiss pure play has hired Karan Choksey and Rahul Dutta Chowdhury to cover the non-resident Indian segment.
07/03/2023
DBS: Account aggregation is the future of private banking
The Singapore bank has seen an uptick in the adoption of its mobile apps across its various divisions, including among its private banking clients, DBS's Isaac Kong says.
07/03/2023
Northern Trust Appoints Kathryn Calcagno as Senior Wealth Strategist
Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services.
07/03/2023
Redwheel global fund manager retires
Louise Keeling has been succeeded by portfolio manager Ben Hall
07/03/2023
UBS recruits 50 financial advisors to help with clients’ wealth management
With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.
07/03/2023
BIL Suisse duo join private bank in Zurich
Banque Havilland names Andreas Rösch its new head of private banking in Zurich.
06/30/2023
CS Names Investment Banking Committee Members
Capital markets members include Marc Warm for the Americas, Michael Furber for EMEA and Kuan-Ern Tan for APAC.
06/30/2023
Oppenheimer hires Merrill int'l advisor vet for Miami-area office
Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.
06/30/2023
Sionic Expands Asset Management Expertise
New Partner Tina Wilkinson Enhances Sionic’s Asset Management Footprint