03/01/2019
Holland & Knight Adds Int'l Tax Atty From Greenberg Traurig
Seth is a highly respected tax attorney with a fantastic reputation in the market
Executive Moves
03/01/2019
Estera Appoints Ethan Levner As Managing Director, Guernsey
Ethan is absolutely the right person to lead our Guernsey business
03/01/2019
OECG appoints Head of the Tax Treaty, Transfer Pricing and Financial Transactions Division
He will work closely with the Office of the Secretary-General
02/28/2019
Raymond James Picks Up $738M UBS Team
Raymond James’ technology and product selection were draws
02/28/2019
J Safra Sarasin hires from BNPP Private Wealth
The bank is expected to make more hires this year.
02/28/2019
State Street Names Chief Operating Officer
30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation
02/28/2019
Andbank Luxembourg appoints new MD
Andbank continues strengthening its team by recruiting professionals with outstanding careers in the international ambit and highly specialised in the financial sector.
02/28/2019
BDB Pitmans Boosts Private Client Team
This is a key hire for BDB Pitmans as the newly merged firm continues to build its private wealth offering both domestically and internationally.
02/28/2019
Liechtenstein bank expands WM & trust business
Stefan Liniger is taking over as CEO of Kaiser Partner’s wealth advisory and trust group on March 1, 2019.
02/28/2019
Merian closes Edinburgh office after absolute return team exit
The closure follows the merger of the Merian (at the time part of Old Mutual) Absolute Return Government Bond fund into its Strategic Absolute Return Bond fund in July.
02/27/2019
JP Morgan Asset Management taps ex-BlackRock exec for sustainable investing post
Ms. Wu worked at BlackRock for over four years
02/27/2019
Rockefeller Capital Management boosts Private Wealth Management team
As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.
02/27/2019
Stonehage Fleming expands private capital team
Expansion of the team comes in response to client demand and the wider market opportunity.
02/27/2019
BKB names new CEO
He has also previously worked as CFO of Notenstein La Roche Private Bank.
02/27/2019
Vontobel recruits from UBS
Daniela Diethelm joins Vontobel and takes over responsibility for the regional market.
02/26/2019
UBS team managing $738 million near Detroit leaves for Raymond James
Eleven-member group will join RJ's employee unit in Birmingham, Mich.
02/26/2019
Investec loses senior Leeds duo to Raymond James
McNab said: ‘Many investment models take a distanced approach without thinking about the client end experience.
02/26/2019
Kingswood appoints new Head of Alternatives and Distribution
Kingswood is committed to becoming a leader in the UK wealth and investment management market by building a nationally recognised listed brand.
02/26/2019
Credit Suisse makes changes to executive board
Warner has significant experience and a strong track record as a senior bank executive.
02/26/2019
Credit Suisse promotes three amid board reshuffle
During her 11 years with Credit Suisse, Lydie has demonstrated consistently strong business contribution and exemplary culture standards in her previous role as COO of Global Markets.