11/26/2019
Private bank loses head of Edinburgh office
It was not known who may replace the pair.
Executive Moves
11/26/2019
Private bank launches digital investment tool and appoints new Chief Digital Officer
Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.
11/26/2019
Westpac Board announces CEO and Board changes
This will enable an incoming Chairman and the Board to oversee the appointment of a permanent CEO.
11/26/2019
OCBC Prefers Next Leader To Be From The Inside
Under Tsien's leadership, the group has spent meaningfully to grow its footprints in banking and wealth management
11/26/2019
Wealth manager targets Singapore
Has already amassed $2.5bn in assets under management, with offices in London and Monaco.
11/26/2019
Simon Lints is leaving his role as CEO of Schroders Wealth Management in Singapore
We feel confident that someone who is this passionate about the business and about the people he works with
11/25/2019
Global consulting firm launches Geneva office led by ex-MBaer founding partner
The Sionic-Geneva team is part of Sionic’s specialist Wealth Management & Private Banking Practice, led by Sionic Managing Partner Gilly Green.
11/25/2019
Julius Baer names new German-speaking Switzerland head
He will be responsible for business with private banking clients in the Zurich area.
11/23/2019
Helena Morrissey joins St James’s Place board
Morrissey will take on the non-executive role at the wealth manager from January 2020
11/21/2019
EFG International Strengthens Singapore Team
EFG has also hired five private bankers from Bank of Singapore to its Global South Asia team as executive directors, based in Singapore
11/21/2019
UBS hires senior Macquarie analyst after cuts
UBS has maintained one of the largest research divisions in Europe at a time when some competitors have been cutting back
11/21/2019
Vanguard makes key investment management appointments
The global team comprises more than 180 investment professionals and is responsible for the oversight of USD1.7 trillion in assets.
11/21/2019
Multi-Family Wealth Management Boutique appoints new President
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
Advisor Successfully Recruits Hybrid Wealth Management Practice
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
JTC announces Geneva-based Head of Private Office
With extensive international private client experience over a career of some 25 years across Asia, Europe and South Africa, Matthias has expertise in administration, accounting and finance, investments, real estate, compliance, regulatory, legal and tax m
11/20/2019
Brooks Macdonald hires new Head of North
“It is a pleasure to welcome Jonty to the team and his industry experience will be a real asset to our Manchester and Leeds teams."
11/20/2019
Geneva WM hires new managing partner
‘The country is home to some of the world’s largest fintechs and a new wealth creation phase is already underway with more M&A and IPOs.
11/19/2019
Raymond James Poaches More FAs from Wells Fargo
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
First Bank & Trust boosts Wealth Management Division
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
JTC appoints independent non-exec director
Erika Schraner appointed as an Independent Non-Executive Director to JTC PLC Board