09/08/2020
BNY Mellon Wealth Management Names Client Strategist
She is a Series 7 and Series 66 Securities license holder.
Executive Moves
09/08/2020
Rockefeller boosts Private Wealth Platform
Advisors join Firm in three regional divisions: Pacific Northwest, Central, and Southwest
09/07/2020
New chief aims to revitalise TMBAM ES
Mr Adisorn will assume his role from Boonchai Kiattanavith, former chief executive of TFUND Eastspring, and Somjin Sornpaisarn, former chief executive of TMBAM ES.
09/07/2020
HSBC Life unveils two key appointments in Singapore
Philip Pang is new chief investment officer and How Chee Koon is chief product officer
09/07/2020
Van Lanschot Kempen appoints Jeroen Berns Head of Kempen Merchant Banking
He will take over these responsibilities from Leonne van der Sar who in January announced her intention to leave in the course of 2020
09/07/2020
Carey Olsen hires new dispute resolution and litigation partner to lead its BVI practice
He is recognised as a leading individual in BVI dispute resolution in the most recent editions of both Legal 500 and Chambers
09/07/2020
Brooks Macdonald appoints Head of Responsible Investment Service
Brooks Macdonald, a wealth manager with GBP13.7 billion in funds under management, has promoted Ben Palmer to head up its Responsible Investment Service (RIS).
09/07/2020
Notz Stucki selector steps back from fund management
The firm has reassigned three fund of funds portfolios.
09/06/2020
Canaccord nabs ex-Ords boss
"His in-depth knowledge and experience of the Australian adviser landscape will be very beneficial to our team and help our business execute on our growth objectives."
09/04/2020
Jonathan DeSimone Appointed New CEO Of Alcentra
Jonathan brings significant experience to the role, having worked with institutional investors globally to deploy capital into the high yield, leveraged loan, structured credit, private credit, distressed and special situations markets.
09/04/2020
Raiffeisen Loses Board's Technology Expert
She had joined in October following a board clear-out as a result of a graft scandal involving its former long-time CEO.
09/04/2020
HSBC Private Bank Americas product specialist boss exits
His exit is another high profile departure from HSBC’s Private Banking unit covering the region this year.
09/04/2020
Former Ferrari And Bugatti Exec Pleads Guilty In Supercar Sales Kickback Scheme
Offshore tax evasion is a top priority for IRS - Criminal Investigation and, as was shown today, we are wholeheartedly committed to bringing these offenders to justice.”
09/04/2020
Top boss shakeup at Kleinwort Hambros as CEO steps down
Kleinwort Hambros has announced a host of changes to its senior management team, following news its CEO Eric Barnett will retire.
09/04/2020
Franklin Templeton announces new appointments
Asset-management giant names three people to key positions in Americas business
09/04/2020
Twelve Capital Appoints Veteran Banker to Its Board
He is currently the chairman of the Swiss takeover board.
09/03/2020
Greg Haendel Joins The Private Bank at Union Bank as Fixed Income Strategy Executive
Haendel will manage the Bank's fixed income division
09/03/2020
HSBC Bank USA Appoints Mark Pittsey Head of Wealth
He will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.
09/03/2020
Baker McKenzie expands forensics in Geneva
All three have extensive experience in the field of national and international white-collar crime and most recently worked for the law firm Ochsner & Associés in Geneva.
09/03/2020
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner
From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.