09/04/2019
CS hires ex-Lombard Odier impact investing head
He will be based in Zurich, reporting to Marisa Drew, CEO of the impact advisory and finance department
Executive Moves
09/04/2019
Rockefeller Hires Morgan Stanley Chairman’s Club Broker in New York
Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.
09/04/2019
UK wealth management group expands financial planning team
Vince previously worked on a self-employed basis advising clients primarily on retirement planning options but a range of other matters besides.
09/04/2019
Oddo BHF AM names new head of sales for Switzerland
They both report to Nicolas Chaput, global CEO and co-CIO of ODDO BHF AM.
09/03/2019
Julius Baer hires 10 wealth managers to develop Portugal market
The hire of this comprehensive senior team demonstrates our long-term commitment to growing market Portugal.
09/03/2019
Lombard Odier makes double hire to Spanish unit
Their experience will bring added value to our team while will help us to continue boosting our growth and position in Spain's private banking sector.
09/03/2019
WBD recruits private wealth expert in London
Edward's detailed experience of the American market and structuring for US clients with UK connections will add a new dimension to the combined firm's international capability
09/03/2019
IQ-EQ director and former STEP Jersey chair elected President of the Jersey Association of Trust Companies
With over 30 years in the industry spanning the UK, Bermuda, Switzerland and Jersey, Lorraine’s extensive fiduciary expertise has seen her regularly invited to take part in or chair panel discussions at conferences and seminars.
09/03/2019
AllianzGI (Switzerland) names new head of institutional business
Schütze has worked at the firm for 25 years.
09/03/2019
Findex finds new lead for NZ wealth management
They believed this type of service was not available to scale in New Zealand and Van Schaardenburg’s experience in New Zealand’s wealth management industry would help develop it.
09/03/2019
Gillespie Macandrew Welcomes Clyde & Co Private Client Team to the Firm
The addition of this team of five bolsters Gillespie Macandrew’s existing private client practice, which has a leading position in the sector.
09/02/2019
Barclays hires former Fidelity fund boss in new wealth role
Barclays has hired former Fidelity UK fund distribution boss Ben Waterhouse for a new role heading the distribution of wealth services.
09/02/2019
Leading offshore law firm appoints Global Managing Partner
Tim joined the firm in 2003 and is recognised as a leader in his field by the main legal directories.
09/02/2019
Lombard International Assurance appoints Director of Partner & Client Services
I’m excited to help drive Lombard International Assurance’s client
08/30/2019
Fieldfisher boosts private client practice
Golden commented: ‘I am very excited to be joining Fieldfisher, which I believe will provide an ideal platform for me to develop the firm’s private client base and promote its reputation for providing specialist advice to ultra-high net worth
08/30/2019
Manulife steps up Asia push with host of new hires
She will be responsible for developing macroeconomic strategy views that will influence the performance of a wide range of multi-asset funds offered by Manulife globally.
08/30/2019
Wealth management practice hires SVP
Curtis began his career at Merrill Lynch in July 2000 as a commercial credit manager working with small- and middle-market business owners on their lending needs.
08/30/2019
Zwei Wealth appoints new partner
Zwei Wealth will be able to extend the unique approach to the field of institutional clients
08/30/2019
J. Safra Sarasin Poaches Syz Team
The group is being led by Sédar Piller who built Syz’ business with independent wealth managers in Zurich.
08/30/2019
RBC Wealth Management boosts Singapore office
Mr White's appointment accompanies that of Mr Andrew Cheng, who joins RBC Wealth Management's Hong Kong team as executive director of private banking, reporting to Ms Vicky Lin, deputy head of private banking for Greater China.