02/12/2019
A&G Private banking adds senior banker to its team in Madrid
He started his career working as a fund managers' assistant at Santander Asset Management in 2001.
Executive Moves
02/12/2019
Goldman names co-head of EMEA private wealth management
Bollinger will join Chris French
02/12/2019
Deutsche Bank names interim head of global products
Most recently, she was the head of global products and solutions for APAC and will continue to be based in Singapore.
02/12/2019
SocGen PB Switzerland appoints new chair
The bank noted in a statement that Marion-Bouchacourt replaces Yves Thieffry
02/11/2019
Calls for new Barclays boss to shake up stale board
One top five investor, who asked not to be named, said that while he is on the fence about Mr Bramson he would welcome “fresh eyes” on the board
02/11/2019
Credit Suisse Appoints New COO For Asia Pac
In his new role, Bernasconi will oversee the operational, product and risk aspects of the business across Asia Pacific.
02/11/2019
Pictet: Change of Guard or Change of Strategy?
Pictet has made more changes in the last two years than it did in the previous two hundred,» says one Zurich-based family office executive
02/11/2019
Former Citibank CEO moves to DBS Bank
Ms Tan Su Shan, who is currently heading DBS’ institutional banking division, used to be region head for Singapore, Malaysia and Brunei for Citi Private Bank.
02/11/2019
President of Evercore Wealth Management announced
Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."
02/11/2019
Marcuard Heritage Poaches Ex-UBS Banker
He has more than 30 years of experience in asset and wealth management
02/11/2019
Societe Generale changes wealth management leadership
Effective immediately
02/08/2019
Atria Wealth Solutions Adds Head of Practice Management
This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.
02/08/2019
Former BGI boss joins board of HANetf via fund round
They join existing shareholders, hedge fund billionaire Steven Cohen’s Point72 Ventures and Ireland-based family office Elkstone.
02/08/2019
Tilney chief risk officer exits after 18 months
Tilney’s chief risk officer Nigel Allman has left the national advice firm after 18 months in the role.
02/08/2019
Senior Bellevue PM exits for Geneva WM
He has joined Geneva-based wealth management firm Stanhope Capital
02/08/2019
Palatine backs MBO of SMP Group
Palatine Private Equity has backed the MBO of SMP Group, the corporate, trust and professional services provider.
02/08/2019
LGT seeks to hire portfolio manager
The role would involve liasing with relationship managers, creating quant models and supporting ‘demanding’ clientele when it comes to investment-specific strategies.
02/08/2019
Credit Suisse announces Guernsey promotions
Global external asset management department Relationship Manager Paul Le Gallez has been promoted from Assistant Vice President to Vice President
02/08/2019
Quilter Investors hires Janus Henderson's Bradshaw for multi-asset income launches
Worked at Janus Henderson since 2006
02/08/2019
LGT Vestra-backed ESG house hires partner from Credit Suisse
The approach Tribe has to both client engagement and to the business itself is unique in the sector and I am really looking forward to the future as part of a values and mission-led business.