08/07/2020
EdRAM emerging market debt PM leaves
Fixed income chief moved in to support on developing world strategies.
Executive Moves
08/06/2020
International wealth management firm hires new analyst
At Spearvest, I immediately felt the commitment of the whole company to serve our clients
08/06/2020
Alex Wade to leave AMP
Wade has been with AMP for less than two years, having joined in December 2018 as group executive, advice and New Zealand.
08/06/2020
Two senior promotions in Ogier's Private Wealth team in Guernsey
Both Chris's and Alice's drive and vast knowledge have been instrumental in their achieving and surpassing the desired results for clients, whether that be in contentious or non-contentious matters, earning them the coveted 'trusted adviser
08/06/2020
Pictet WM executive leaves for German AM
He was most recently head of wealth management for Pictet & Cie (Europe) in Frankfurt.
08/06/2020
International wealth management firm hires new analyst
Killian Doswald will be bringing expertise in deep regulatory change and developed financial markets to his new role at Spearvest.
08/06/2020
Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.
08/06/2020
HSBC Gam head of multi-asset departs amid reshuffle
Ashley Reid had headed up the multi-asset team for the last three years
08/06/2020
Branch Manager Named for UBS Offices in Sarasota, Fort Myers and Bonita Springs
Karmen has spearheaded initiatives for women's career advancement within UBS.
08/06/2020
Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list
Recognition of an exceptional career in Financial Services
08/05/2020
Swiss Online Banking Veteran Has Another Go
The bank already disposes of a license and employs a staff of 40 based in Geneva.
08/05/2020
Director to Industrial Technology team, further strengthening its German offices
Further bolstering the firm's capabilities in industrial technology specifically, Raymond James is also adding a Managing Director in the US focused on this sector to support the global momentum happening in the space.
08/05/2020
EFG International appoints new CEO for South East Asia
Based in Singapore, he will also be a member of the management committee of EFG Bank in Asia.
08/05/2020
Kestra recruits industry innovator as CIO
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies
08/05/2020
Julius Baer exits continue as LatAm advisor duo departs
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.
08/05/2020
Zug IAM hires banking veteran as executive director
In addition, his many years of experience make him a skilled link between the investment team and clients.’
08/05/2020
Citigroup promotes Singapore retail bank head to oversee private client business in Asia, Europe
San San Chan will take the newly created role as head of Citigold Private Client business for Asia-Pacific and EMEA on October 1
08/05/2020
Wisdom Hon joins expert panel to discuss COVID-19's impact on private clients
Wisdom leads the private wealth team in Hong Kong advising international wealthy families and trust companies
08/04/2020
Six Wealth Managers Join First Republic
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
08/04/2020
BNY Mellon Wealth Management Names Senior Wealth Strategist
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.