11/18/2019
Adviser launches tax business
The former tax partner at Mazars said the new launch of tax services would mean better communication and improved outcomes for clients.
Executive Moves
11/18/2019
Ocorian appoints Business Development Director for West Africa and opens new representative office
Based in Lagos, Nigeria, Maurice will be responsible for running our planned representative office for the region
11/18/2019
CTO, Andrew Todd, named ‘industry’s most innovative’
We’re thrilled Andrew has been recognised publicly for leading this major transformation behind the scenes at Iress
11/15/2019
Merrill Lynch Loses $240 Million FA Team to This Aggressively-Recruiting Rival
The team previously managed $240 million at Merrill Lynch, Raymond James says.
11/15/2019
SANNE announces new real estate director appointment
She joins SANNE after gaining valuable industry experience leading teams providing accounting and reporting services to funds and multijurisdictional structures investing into alternative assets
11/15/2019
Wells Fargo appoints Chief Investment Officer for private wealth management
Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank.
11/14/2019
BNY Mellon Hires Industry Veteran
Jane brings a unique combination of skills to the firm,” said Emily Portney, Head of Asset Servicing for the Americas.
11/14/2019
GAM appoints chief operating officer
A qualified accountant and CFA, brings two decades of experience in asset management.
11/14/2019
Hampden & Co hires Andrew Bell as Chief Commercial Officer
Andrew has built an impressive career in financial services, specialising in the high net worth market, and we believe he can further enhance the service we offer to clients.
11/14/2019
Former BlackRock exec joins GAM as chief operating officer
Rafferty brings two decades of experience in asset management.
11/14/2019
CEO of SCB Julius Baer Resigns
She was previously from Kasikorn Securities, where she was its managing director.
11/14/2019
Credit Suisse Wealth Boss Emerges From Shadows
The 45-year-old is taking over one of the toughest jobs in Swiss banking currently: following in the footsteps of Iqbal Khan
11/13/2019
HSBC GAM hires fixed income manager from BlackRock
Shamil Pankhania joins from BlackRock
11/13/2019
Santander appoints new country head for Argentina
In his new position he will be working under the firm’s South America director Sergio Rial
11/13/2019
EFG: Change in the management
He will become a member of the Global Business Committee
11/13/2019
Quilter Cheviot continues to grow its investment management team
Quilter Cheviot has attracted new investment managers to ten of the firm’s offices
11/13/2019
GAM’s quant chief handed wider role amid exits
Boley, who joined the company in 2000, had taken on elements of Hatheway’s brief following his departure.
11/13/2019
Mirabaud Appoints Wealth Manager as Partner
His approach to private management, which focusses on personalised support and tailored solutions with high added value, is characteristic of the expertise exercised by Mirabaud for 200 years.”
11/13/2019
Wiener Privatbank announces changes to management board
The successful integration of Valartis Bank helped expand the bank's focus
11/13/2019
New counsel for Carey Olsen's trusts and private wealth team in Guernsey
Carey Olsen has added to its trusts and private wealth practice in Guernsey with the appointment of counsel Andrew Munro.