03/29/2019
UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford
Ford brings more than 30 years of industry experience
Executive Moves
03/29/2019
Allianz GI hires Rupf Bee from UBS to lead Emea business
Former HSBC institutional sales chief takes the reins at Allianz GI in Europe, the Middle East and Africa
03/29/2019
Brooks Macdonald International CEO exits
Changes made as firm calls operation important part of group and its future growth strategy
03/29/2019
Pictet Nabs Julius Baer Team
A private banker focused on Brazil and his team are the latest to defect.
03/29/2019
Raymond James appoints new Royal Exchange branch principal
The move means that David will join three other independent Raymond James branches in the Royal Exchange complex.
03/29/2019
CISI appoints investment manager as new president
Commenting on her appointment, she said: “I am delighted to be taking on the role from Simon.
03/29/2019
Former Heartwood CEO joins WH Ireland as non-executive director
Simon Lough commented: “I am really excited by the challenge of helping the new management team at WH Ireland."
03/29/2019
Brooks Macdonald International appoints CEO
Shepherd is one of the Group’s most experienced leaders with 17 years’ service at Brooks Macdonald.
03/29/2019
Top Banker Leaves UBS Europe
Rupf Bee will assume a new role at Allianz Global Investors (AGI) as head of Europe, Middle East and Africa, in charge of the distribution in that region.
03/29/2019
Credit Suisse AM boosts fixed income team with new PM
Fyfer has been in his current role since 2007 and previously worked as a senior credit analyst at M&G Investments in London.
03/29/2019
Vontobel WM welcomes UBS veteran as new market head
Annabelle Bryde joins Vontobel and assumes regional market responsibility for the US, UK, and Scandinavia.
03/28/2019
BOK Financial adds new wealth management capabilities with key hires
The key additions continue the growth initiatives in the organization’s agency structured products, pass-through and asset-backed securities.
03/28/2019
$200m Banco do Brasil banker joins Rio wealth firm
Martire worked for about 20 years at the bank, spending the last 10 years within its private client segment, Valadares said.
03/28/2019
JPMorgan to cut hundreds of jobs in asset, wealth unit
"We continue to invest in our business and talent, including hiring top advisers in key markets and expanding our product and service offering."
03/28/2019
Rahn+Bodmer Shuffles Management
There are a lot of ongoing processes that need to be brought into line with digitization, for example mobile applications, investment advice, or payments.
03/28/2019
7IM appoints new CEO from Barclays as Tom Sheridan steps down
Retires after 17 years
03/28/2019
La Roche Partners Exit Vontobel
The mass exodus seems sudden
03/28/2019
Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice
We are pleased to add a professional of Julie's caliber and experience to our team.
03/28/2019
Sanlam advice chief exits
In the summer of 2017, Buckinghamshire-based ErgoWealth was the first financial planning business to join the advice partnership launched by Sanlam.
03/28/2019
Fiduchi appoints new board member
Heidi Thompson strengthens the senior team.