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.
Executive Moves
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
06/30/2023
Hyposwiss Private Bank chair retires
Consequently, several board members have new roles.
06/30/2023
Partners Group appoints Chief Financial Officer; new member of the Executive Team
Previously, Mr. Gröflin was CFO and a member of the Executive Board at Axpo Holding AG.
06/30/2023
Hjalmar Schröder is the new Head of Risk at Zürcher Kantonalbank
Hjalmar Schröder, who has worked for Zürcher Kantonalbank for eight years, has extensive specialist and managerial experience in banking
06/30/2023
HSBC Private Bank Hauls in Staff from Competitors
Based in Switzerland, they are part of a newly formed team to drive growth in the Europe, Middle East, and Africa (Emea) region.
06/29/2023
Northern Trust Asset Management Announces Leadership Changes
The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.
06/29/2023
Canaccord hires Coutts star to set up new regional advice arm
Personal Finance Society 2023 chartered planner of the year Hazel Bowen will set up a financial planning arm for CGWM in Norwich.
06/29/2023
Walker Crips 40-year wealth veteran joins city boutique
Peter Land joins Capital Financial Markets after suggesting that his approach to clients had ‘diverged’ from that of Walker Crips.
06/29/2023
HSBC raids private banking rivals for Swiss-based talent
Among the appointments is Esty Dwek, who was most recently chief investment officer at FlowBank.
06/29/2023
JPMAM Announces Senior Appointments in Asia
JPMAM established its APAC business in 1970 and has over 1,500 employees with $217 billion of client assets, as of 31 March 2023.
06/29/2023
Close Brothers Directorate change
Kari has extensive experience as an auditor
06/29/2023
New Chief Financial Officer at GKB
Urs Widmer started his professional career in the consulting business.
06/29/2023
Ex-SJP director joins advice network as managing partner
Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’