11/23/2020
HSBC hires ‘heavenly king’ to promote wealth management services in Greater Bay Area
Kwok appointed ambassador as part of efforts to better tap growing wealth in China
11/23/2020
Lee Bailey has joined Saunderson House as Financial Planning Director and brings bringing over 25 years of private client experience within financial services, having spent the last decade at Odey Wealth Management.
11/23/2020
To deliver the finest quality residential property, REDD collaborates closely with their network of suppliers and contacts who include leading architectural firms, interior designers and property advisers.
11/20/2020
He had been a director at the private bank in Cincinnati and remains a senior vice president.
11/20/2020
Prior to joining the firm, Mr Yeo held senior roles at HSBC for nearly 15 years.
11/20/2020
We take great pride at UBS in offering career development and rewarding the hard work and dedication that we see from our staff.
11/20/2020
He was previously with Deutsche Bank and UBS Investment Bank in various country, regional and global compliance roles.
11/20/2020
“Many businesses are currently impacted by unforeseen external events, altering planned strategy, working capital and profitability,” says Greg Palfrey, Head of Advisory Consultancy at Smith & Williamson.
11/19/2020
BNY Mellon Wealth Management Names Market President in Houston, TX
Adam joins BNY Mellon from Bank of America Private Bank
11/19/2020
Wasil Mohar Joins SEI Institutional Group’s Client Strategy Team
Wasil joins SEI from Willis Towers Watson, where he spent the past 14 years in their actuarial and investment practices.
11/19/2020
Second hire from Julius Baer
11/19/2020
The new CEO most recently held a similar role at BancoPosta Fondi.
11/19/2020
In addition, wealth adviser Lou Auriemma joins PWA with many years of experience in the financial services industry.
11/18/2020
Indosuez Wealth Management appoints two senior executives
Van Ommeren will be responsible for enhancing the bank’s core functional and economic efficiency and driving its growth strategy in the region.
11/18/2020
GAM strengthens emerging market equity team
Xing was most recently with Bank of China as a portfolio manager for private equity and previously also spent four years with Ernst & Young in Hong Kong and Denmark.
11/18/2020
RBC Wealth Management Names Asia Head of Investments
In this role, he was responsible for the Discretionary Portfolio Management unit as well as all Products, Risk and Governance, and the Execution Desk.
11/18/2020
ABN AMRO CFO to step down
After our Q4 results in February 2021 we will take time to thank Clifford extensively for his valuable contribution as CFO over the past four years.
11/18/2020
Canaccord appoints former Investec director for London office
‘His appointment comes at a fascinating time for markets and global economies, providing our clients with robust support and access to deep talent and expertise has been crucial.
11/18/2020
Alternatives specialist joins Sanne as Head of Client Operations
He will identify new clients and help to create new, quality service opportunities for existing clients whilst helping to consolidate Sanne’s position as a preferred service provider of choice.
11/18/2020
Geneva PB hires Credit Suisse veteran as Swiss Asia head
Victoria Wu previously worked as part of Credit Suisse’s Apac team for the past 12 years.