09/20/2019
Julius Baer Lifts Bankers From Credit Suisse
It is hiring René Freiermuth and Ronald Dold for the new super-rich team.
Executive Moves
09/19/2019
Schroders appoints Head of Sustainable Credit
Saida is an experienced and accomplished investor in sustainable credit.
09/19/2019
Schroders poaches from SJP to launch academy
His new role will include recruiting advisers to join Schroders Personal Wealth and leading their professional development once at the firm.
09/19/2019
Vistra Bolsters Its North American Client Services and Sales Teams
The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region.
09/19/2019
GAM expands global credit team with new hire
Head of investments of the GAM Group, Matthew Beesley, said: ‘The appointment of Florian Komac illustrates how global the investment teams at GAM are.
09/19/2019
Lombard Odier Reinforces its Swiss business with leading Private Bank Executive
We are delighted to welcome Andreas to Lombard Odier.
09/18/2019
Morgan Stanley Shifts Senior Management in New England
Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.
09/18/2019
Environmental fund manager expands client services team
She worked at a venture capital firm for over four years
09/18/2019
Mercer appoints Wealth Management Proposition Leader
Rosenblatt has more than 20 years of experience in the investment management industry, most recently at Russell Investments where he led its Wholesale & Partnerships business with responsibility for UK and offshore distribution of funds.
09/18/2019
UBS Dubai Wealth Management Head Resigns
A veteran banker with many years of EMEA experience
09/18/2019
Linklaters’ head of trusts joins Fieldfisher
His arrival allows the incumbent practice head Penny Wotton to focus on work regarding charities.
09/18/2019
BX Swiss CEO steps down
Schnabel has presided over an important period for BX Swiss
09/17/2019
Morgan Stanley Hires Merrill Pair from Private Wealth Mega-Team
His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.
09/17/2019
FE invest hires business development managers from Barclays Wealth and Charles Stanley
Catherine Makin and Steve Thompson join
09/17/2019
Wilmington Trust adds wealth advisors in key U.S. markets
In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.
09/17/2019
Two new hires and profits up at Gresham House
New head of wholesale retail funds and sales director
09/17/2019
Basel PB appoints limited partner
He is also a member of the board of directors of the Baloise group
09/17/2019
Royal Bank of Canada Names Asia Head of Wealth Management
Following the new appointment, RBC Singapore branch CEO, Mike Reed, will lead RBC Wealth Management’s Singapore office and the Southeast Asia private banking team, reporting to Chow.
09/17/2019
Ex-GAM manager joins Zurich boutique
He will be managing fixed income funds in the future, with a launch expected in the coming months.
09/17/2019
Julius Baer poaches five-person team from Credit Suisse for Brazil biz
Julius Baer is hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.