08/29/2019
JOHCM appoints CEO for US business
I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture
Executive Moves
08/28/2019
Shirley Gordon Joins G2 Insurance Services as Director of Family Office & Wealth Management
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
08/28/2019
UBS makes sustainability push with new hire
This steering group will work together across the firm with a focus on capturing further growth opportunities.
08/28/2019
Wilmington Trust Appoints 12 Wealth Advisors and Strategists
New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally
08/28/2019
EFG International appoints Amy Yip as Chair of its Asia Pacific Advisory Board
She will help drive and oversee the further expansion of EFG’s business in Asia Pacific, in line with its 2022 strategic plan.
08/28/2019
Basran Wealth Management Group joins Canaccord Genuity
The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS
08/28/2019
Avaloq appoints New Head of Asia
The appointment coincides with Avaloq releasing details of its 2019 Singapore Community Conference to be held on 5 September at The Westin Hotel.
08/28/2019
Lombard International names Global CFO and European CFO
The appointment will allow Albert to focus on the firm’s global financial operations and growth plans.
08/28/2019
Bank of America Private Bank Expands
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Walker Crips poaches boutique boss for investment team
Rachel Blythe helped set up Progeny Asset Management in 2016
08/27/2019
Bank Alpinum Appoints Ex-Credit Suisse Banker
Laeser will take over from Juergen Bewernick, who had held the reigns since February on ad interim basis.
08/27/2019
GAM currencies and commodities chief exits
Gerlach also managed the GAM Absolute Return Commodity fund, which has been liquidated.
08/27/2019
7IM makes new senior client-facing hire
Chris is an experienced leader across products, marketing, customer experience and transformation.
08/27/2019
J. Safra Sarasin to hire thematic equity PM and launch new fund
He also noted that the bank will be launching a new thematic fund focusing on health.
08/27/2019
Hampden hires 37-year C Hoare veteran for director post
The UK's newest private bank has appointed Anne Filkins as banking director from rival C Hoare.
08/25/2019
Bravura chair retires
It has been a great honour for me to serve as Chairman over the past ten years.
08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Zurich AM hires new fund manager
Zürcher-Hosaka got her first Citywire rating in 2005 and was rated for the last time in June.
08/23/2019
Urs Rueegsegger Returns to Banking
Rueegsegger was chief executive officer of St. Galler Kantonalbank for seven years before joining SIX in 2009.