08/05/2019
RBC Wealth Management makes key appointments in Asia
Both roles are newly created and focus on serving Asian internationally-mobile high net worth families, a key client segment for RBC
Executive Moves
08/05/2019
Cappetta to leave Julius Baer Singapore
The bank’s managing director and senior advisor in Singapore has given his resignation.
08/05/2019
Veteran Mercantile trust manager exits after 25 years
Hudson is set to leave JPM AM, where he is a managing director, at the end of the year.
08/05/2019
Rockefeller Capital Management Adds Senior Advisors
Tyson is a distinguished scholar, expert on trade, competitiveness and economic development, and former economic advisor to two U.S. presidents.
08/05/2019
PGI hires new fund distribution head for Switzerland
Salzmann is now responsible for the development of the wholesale market in Switzerland.
08/03/2019
Leading family office boosts Board
Pitcairn and the family office industry has undergone an incredible evolution since I first joined the family enterprise 44 years ago.
08/02/2019
Capital Group names Guy Henriques Head of Europe and Asia Distribution
Guy’s appointment to Capital Group will accelerate these trends.”
08/02/2019
Sionic expands global wealth management & private banking team with trio of ‘star talent’ senior hires
These latest hires come just six weeks after the firm rebranded as ‘Sionic’, following the merger of Catalyst Development Ltd
08/02/2019
Bond PM joins Pimco in client adviser role
He will now report to Andreas Schmidt, who is head of global wealth management for Germany, Austria and Eastern Europe at the firm.
08/02/2019
Next-Gen Jaimie Mayer to Shake-up Family Foundation as New Chair
“We need to not only fund trailblazers and risk-takers, but hold ourselves accountable to blazing our own trails, and taking our own risks,” Mayer said in a statement.
08/02/2019
GAM global credit co-head departs
Fraefel joined GAM Group in 2004
08/02/2019
Guernsey-headquartered trust administration firm creates group CEO role
A common theme among clients is a desire to form a long term relationship with their provider, and this is an objective Belasko is fully aligned with.
08/01/2019
Wells Fargo names head of Wells Fargo Advisors
He reports to Jonathan Weiss, head of Wealth & Investment Management.
08/01/2019
Hawksford appoints new Global Head of Corporate Services
Daniel has more than 20 years’ experience in the financial services industry and joined Hawksford via a corporate acquisition by Hawksford in 2012.
08/01/2019
Deutsche Bank Spain poaches private banker from Jupiter AM
Both Gutiérrez-Mellado and Capela have been working for the past two years under the management of Gonzalo Azcoitia, head of Jupiter AM for Iberian region.
07/31/2019
Dolfin adds new head of technology
At Dolfin, Webb will report to Amir Nabi, Dolfin’s Chief Operating Officer, and be responsible for driving the firm’s technology offering and completing the build of its end-to-end wealth management platform.
07/31/2019
Hypo Vorarlberg names asset management head
He has worked as a portfolio manager and senior private banking consultant in a German bank.
07/31/2019
Openwork boosts headcount with poaches from Quilter and Blackrock
Our Wealth and Platform Director, Mike Morrow, said: “We are moving forward and enhancing our capabilities and support to our advisers after carefully considering the changes.
07/31/2019
Mirabaud hunts for senior PM to join WM team
The position will be based in Geneva.
07/30/2019
Brewin Dolphin makes new directorial appointment
He succeeded Kath Cates who served as senior independent non-executive director since March 2017.