06/10/2021
Morgan Stanley appoints E*Trade leaders to top wealth division jobs
The moves make a unified leadership team, Andy Saperstein, head of the wealth business, wrote in the memo.
06/10/2021
Swiss private bank bolsters Asia business
Added Frankie Tong as managing director, head of investment consultants, North Asia, since March 2021, as well as senior relationship managers Gigi Liu and Connie Chan.
06/10/2021
Holgate has been with Investec for four years but in the industry for 17 years.
06/10/2021
TD triggers management shakeup after head of private wealth departs
Big Six bank's head of private wealth and financial planning stepping down after 14 years
06/09/2021
He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.
06/09/2021
The newly created role covers Hiscox UK’s ‘Art and Private Client’ (APC) division, which encompasses its high net worth home, motor and fine art lines, sold via brokers and direct to customers.
06/09/2021
Zuger Kantonalbank: Head of corporate clients disembark
After eight years, he is leaving the bank at his own request with immediate effect in order to devote himself to new tasks outside the bank, as we learned further.
06/09/2021
Smith & Williamson continues Forensic Services team expansion with senior hire
Jenny has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.
06/09/2021
Credit Suisse, Star Credit Trader Part Ways
The Swiss bank is parting ways with a credit fund overseen by star trader Hamza Lemssouguer, after its planned launch was stymied by trouble at the wider asset management unit.
06/09/2021
Head of Zuger cantonal bank's corporate clients exits
Adrian Andermatt had been at the firm since 2013 and was appointed to the executive board in 2017.
06/09/2021
SJP partner leaves following investigation into lead site
Other issues with the website included its use of the Financial Conduct Authority logo, which is prohibited, according to the regulator’s rules.
06/08/2021
Close Brothers appoints MD in Mayfair office
He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds CISI diplomas in derivatives, fund management, and regulation & compliance.
06/08/2021
Alan Mudie will become investment head at the Swiss firm.
06/08/2021
Zwei Wealth said that he brings expertise in sustainability, financial planning and complex client situations.
06/08/2021
In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.
06/08/2021
Before that, Amir was head of user experience at another technology consultancy DiUS Computing where he was responsible for building and growing their design capability across Melbourne and Sydney.
06/07/2021
Credit Suisse Appoints Southeast Asia Private Banker
Tan has 19 years of experience in the financial sector including institutional sales and investment consulting with high and ultra-high net worth clients in Thailand and Singapore alongside family offices.
06/07/2021
He will also be a member of the executive committee, subject to Finma approval.
06/07/2021
VP Bank Poaches Heavy Hitter From KPMG
Previously spent five years at the Swiss central bank, both in compliance and in operational risk and security.
06/07/2021
D’Aligny joins the European equities team. He was previously a partner and lead portfolio manager at Sycomore Asset Management.