06/17/2021
Cresset Hires J.P. Morgan Private Banking Team
The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.
06/16/2021
Technology Banker Returns to UBS
He will be back at UBS next month.
06/16/2021
Sandstone Taps Wealth Manangement Veteran
He held senior positions at J.P. Morgan, Saudi International Bank, Strathclyde Pharmaceuticals, UBS and Credit Suisse.
06/16/2021
Credit Suisse Strengthens Greater China Unit in Singapore
Huang has been appointed market leader and Wu has been appointed team leader.
06/16/2021
He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.
06/15/2021
Bank of Singapore appoints Global Head of Wealth Planning
He reports to global head of products Lim Leong Guan.
06/15/2021
digital wealth platform Hires Ex-Deutsche Bank MD
He will be tasked with driving growth, providing leadership for advisory and investment solutions
06/15/2021
PwC plans 100,000-person hiring spree over five years
Audit and consulting firm’s $12bn investment plan emphasises ESG advice for clients
06/15/2021
RAM AI founder joins VC firm
He was the founder and CEO of RAM Active Investments, but his departure alongside fellow founding partner Maxime Botti was announced earlier this year.
06/15/2021
C. Hoare & Co. appoints a new CEO
C. Hoare & Co. appoints Diana Brightmore-Armour as CEO
06/15/2021
Brown Shipley appoints new Chair
Kath Cates sits on a number of boards, including Columbia Threadneedle.
06/15/2021
Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.
06/14/2021
Lombard Odier Investment Managers appoints Head of UK Wholesale
In her new role, Selina will be responsible for driving the growth of LOIM’s UK wholesale franchise and strengthening the firm’s distribution proposition for intermediaries including private banks, financial advisors and wealth managers.
06/14/2021
The firm has also appointed Nick Ryder as business development director.
06/14/2021
“Over nearly three decades as adviser he has built strong relationships with both individual and corporate clients.
06/14/2021
The neobank is hiring a former Credit Suisse banker in a key management role.
06/14/2021
With almost 20 years of experience in the financial services industry, Weil most recently served as a Senior Sales Executive at FIS Global.
06/14/2021
Walid Bellaha comes from J.Safra Sarasin and will focus on the Asian Income and Diversified Income Bond funds.
06/14/2021
Offshore client advisors Estefania Chuecos and Carlos Brussa have also had their client coverage in the US expanded.
06/13/2021
The wealth fund is a key lever for the kingdom’s efforts to revive growth after a recession caused by the coronavirus pandemic and lower oil prices.