08/20/2019
Hargreaves loses proposition manager to Schroders Personal Wealth
Financial advice business makes double appointment
Executive Moves
08/20/2019
Tatton poaches from Brooks Macdonald in hiring push
The firm says it is also preparing to hire a further research analyst and investment strategist in due course.
08/20/2019
Pictet WM recruits 20 in Greater China expansion plans
Tee succeeds Claude Haberer, who has led the expansion of Pictet’s Asian business since 2011.
08/20/2019
CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/19/2019
Fundsmith appoints head of adviser sales
Fundsmith founder and chief investment officer Terry Smith said: “We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments.
08/19/2019
Pictet overhauls Asia leadership in expansion push
Tee Fong-Seng, who joins as the succeeding CEO of PWM Asia, was most recently chairman of EFG Bank’s Asia advisory board.
08/19/2019
UBS looks to hire indexed fixed income PM
The role is based in Zurich.
08/16/2019
Geneva Wealth Manager Poaches Berenberg Private Banker
Post will report to Paolo Anastasi, a member of the executive committee and head of private banking.
08/16/2019
HSBC Singapore names head of wealth and international
He will ensure the continuity of key initiatives, and drive further growth for its wealth and international business in the new role.
08/16/2019
Credit Suisse appoints new Winterthur chief
He will be responsible for coordinating the bank’s activities in the region, including private banking.
08/16/2019
SGKB executive veteran to step down
The bank has also seen the number of employees grow from 1,078 to 1,095.
08/15/2019
Bergos Berenberg Adds Top Lawyer and Banker to Its Board
He was made chairman, a position previously held by Christian Kuehn.
08/15/2019
Bank of America names new managing director for D.C.'s Merrill team
He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.
08/15/2019
MyState Limited appoints new Non-Executive Director
He was subsequently appointed Managing Director of ING Vysya Bank in India where he led a successful turnaround.
08/15/2019
HSBC Singapore names 3 senior hires in retail banking, wealth management
Mr Dutta has been with HSBC Group since 2013.
08/15/2019
Woodbrook signals further expansion with key new appointment
Mr Gregory said his background in compliance is “critical” to his new role as head of Woodbrook’s wealth division.
08/15/2019
Northern Trust Wealth Management appoints Director of Business Services
Northern Trust Wealth Management has more than 130 years of experience working with business owners
08/14/2019
Strategic Wealth Partners Grows Its Wealth Management Team
Additions Expand Reach in Wisconsin and Illinois
08/14/2019
Quilter Cheviot hires Brooks veteran
Nick joins from Brooks Macdonald where he has spent his entire career to date, starting as an trainee investment manager 22 years ago
08/14/2019
Juerg Zeltner Enlists Ex-Credit Suisse Banker
The arrival of Kamber Borens at KBL hinges on the Bellevue deal panning out: finews.com reported last week that Swiss regulatory approval, as well as discussions over Bellevue employees, are still pending.