08/11/2022
Zurich IAM hires wealth manager from UBS
Steinacher joins after 15 years at UBS and will keep working with clients from Cyprus and Greece.
Executive Moves
08/11/2022
Deutsche Börse’s Zurich crypto AM joins Asset Management Association Switzerland
It is Finma licenced and a subsidiary of Crypto Finance, which offers digital asset services in asset management, brokerage, custody, tokenisation and infrastructure for financial institutions.
08/10/2022
Deutsche Bank hires ex-Goldman Sachs exec to Americas wealth management unit
At his previous role at the Wall Street bank, he was instrumental in building out its private bank lending business, where he originated more than $10 billion of loan transactions.
08/10/2022
Sionic Appoints to Lead Asset Management Delivery
We’re welcoming a new colleague into a strategic new role
08/10/2022
HSBC Nets Ex-Citi Banker in Russia
India has been named a strategic growth market for HSBC which it said it is accelerating its investments across the WPB business in the country.
08/10/2022
Ocorian makes key hires to newly established Strategic Client Group
They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.
08/10/2022
BNY Mellon Wealth Management Names Palm Beach Market President
William brings over 14 years of experience in the financial services industry
08/09/2022
Private Wealth Advisor Joins UBS in San Diego Area
Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
08/09/2022
First Republic Appoints Wealth Manager in Florida
Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.
08/09/2022
Rothschild & Co hires Managing Director in North America
Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas
08/09/2022
Former Barclays Wealth boss joins Stonehage Fleming board
Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.
08/09/2022
Morgan Stanley Taps Its Treasurer as President of Banking Units
John Ryan to be president of firm’s two banking subsidiaries
08/09/2022
Citi Private Bank makes Nedbank hire for head of UK wealth planning role
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.
08/09/2022
JP Morgan Private Bank fixed income selection chief exits
A senior fund buyer is leaving the group after more than 13 years.
08/09/2022
Schroders Solutions continues to accelerate with new senior hire
He will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities
08/09/2022
Evelyn Partners continues South East expansion with Guildford financial planner appointment
The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.
08/09/2022
Evelyn Partners announces to join as new General Counsel
Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.
08/08/2022
HL hires M&G Wealth's deputy CEO as head of advice
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
08/08/2022
HSBC names new global head of wealth sales
The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.
08/08/2022
Lowes Financial Management adds wealth manager
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.