10/21/2021
RBC Add Ex-Morgan Stanley Advisors With $450M
“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”
Executive Moves
10/21/2021
Strategic Wealth Partners appoints Director of Investments
Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes
10/20/2021
Indosuez Wealth Grows Fixed Income Team
Tom will be instrumental in growing Indosuez’s fixed income advisory business
10/20/2021
Schroders continues expansion of UK Liability Driven Investment team
Lucy Zhang has joined from Aviva Investors
10/20/2021
Bank Alpinum names new CEO
After a change in ownership, the bank wants to focus on wealth management for entrepreneurs.
10/20/2021
IAM announces name change and recruits BCV private banker
He had worked for the cantonal bank since 1989.
10/20/2021
Advisory firm opens Zurich office under ex-CS banker
Atlantic Financial Group has opened an office in Zurich, the company has announced.
10/20/2021
FINMA Board of Directors: election of two new members
Both newly elected board members have links to the Italian-speaking world and bring a willingness to engage with the concerns of Italian-speaking Switzerland.
10/20/2021
Chris Bacon succeeds Clemmie Vaughan as Ruffer CEO
Miranda Best to become deputy CEO
10/19/2021
First Republic boosts NY team
He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
10/19/2021
Pictet Veteran Named as Asia CIO
He continues to report to head of investments
10/19/2021
GenTwo founder returns to CEO role after five months
Company to reunite strategy and execution in one person.
10/19/2021
Zurich boutique recruits four think-tank members
They are specialists in artificial intelligence, energy transition, low-carbon fuels and biotechnology.
10/19/2021
Calastone hires CFO, head of product, and head of DMI sales
Ahsan was an early fintech champion
10/19/2021
Invesco hires from Aviva and State Street for multi-asset team
Benjamin Jones and Fabio Faltoni join as macro research and product directors.
10/18/2021
Blackrock Hires APAC Head of Wealth
Asia’s wealth market is on the cusp of remarkable expansion and transformation,» said Blackrock chair and head of APAC Rachel Lord.
10/18/2021
Deutsche Bank hires Faye Lee as Managing Director
Faye will be focusing on expanding the Ultra High Net Worth segment, targeting entrepreneurs, business owners and families in the region.
10/18/2021
UBS Asset Management Appoints Australasia Country Head
She has 20 years of asset management experience, most recently with Blackrock where she was its chief operating officer, general counsel and head of public policy for Australasia.
10/18/2021
Ex-Brooks Macdonald CEO joins abrdn
Abrdn’s personal wealth business includes Abrdn Financial Planning Limited and its direct-to-customer propositions including Digital Retirement Advice.
10/18/2021
Cryptocurrencies: the most important invention since the internet?
There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?