10/29/2019
JM Finn's Burnham exits to launch business with Raymond James
JM Finn investment director Harry Burnham has left the firm to set up a new wealth management business under the Raymond James umbrella.
Executive Moves
10/28/2019
UBS names new head of Swiss investment bank
The division is cutting staff after a fall in M&A work reduced revenue by 21% during the third quarter.in M&A work reduced revenue by 21% during the third quarter.
10/28/2019
JM Finn recruits two more investment managers from Rathbones
These two hires follow hot on the heels of Marcus Holden-Craufurd
10/28/2019
Leading offshore law firm makes enior hire for Cayman Islands trusts and private wealth team
His extensive experience also includes a background in commercial litigation
10/28/2019
SANNE appoints new Director in Madrid
Over the years, we have developed a world class dedicated agency team in Madrid.
10/28/2019
Sotheby's Names Chief Executive Officer
Mr. Stewart succeeds Tad Smith
10/28/2019
Zurich WM CEO gives up head of AM role
Dietsche is currently a relationship manager at the company, which has offices in Switzerland and Liechtenstein.
10/25/2019
Ex-Bank of Singapore Head founds Independent Asset Management Firm
The new IAM has put together both an operations and investments team, with plans to expand its operations further in 2020.
10/25/2019
Citigroup names Jane Fraser as president
She has been at Citigroup for about 15 years
10/25/2019
UBS AM appoints new head of investments
He will be replaced as head of active equities by Ian McIntosh, who had been his deputy since 2016.
10/25/2019
Pictet AM appoints non-executive member to board of directors
‘Susanne’s extensive experience and deep insights into the institutional asset management industry will certainly contribute strongly in forming Pictet Asset Management’s strategy for the future.’
10/25/2019
Citigroup setting stage for first female CEO
Jane Fraser Named President of Citi and Head of Global Consumer Banking
10/25/2019
UK wealth management group hires investment management director for Birmingham office
He brings a wealth of experience having spent 19 years in the industry.
10/24/2019
HSBC GAM appoints senior hedge funds specialist
His appointment demonstrates our continued focus and commitment to expanding our hedge funds capability and meeting our clients’ evolving needs in this area.”
10/24/2019
Standard Chartered Loses Major China Private Banking Veteran
His departure is accompanied by 10 others
10/23/2019
New president appointed at CISI Jersey branch
CISI member for 26 years
10/23/2019
Julius Baer Appoints Managing Director Senior Advisor
Ip has 20 years of experience including with DBS's private banking arm where he led an investment advisory team within the fixed income desk.
10/23/2019
Equilibrium Asset Management makes four appointments to Cheshire team
The new appointments come after Equilibrium launched a dedicated recruitment website earlier this year to attract, train and retain new talent.
10/23/2019
Investment Director joins JM Finn
Marcus, who provides investment management services for a substantial number of private clients and trustees, previously spent thirteen years at Rathbones
10/22/2019
UBS Wealth Exec Moves to Deutsche Bank
Samuel Descovich will lead products and solutions in the Americas and work on expanding the ESG lineup.