09/16/2019
TKB replaces head of services, establishes finance and risk arm
He will be replaced by Marcel Stauch.
Executive Moves
09/16/2019
BNY Mellon Wealth Management Appoints Regional President in Philadelphia
Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.
09/16/2019
Man Group appoints appoints new Chairman
During 2019, the Nomination Committee of the Board has, consistent with its role and responsibilities, continued to review potential succession planning options.
09/16/2019
Private banking unit continues hiring spree with six appointments
The firm has also hired Domenico Gifuni as network development manager. Gifuni, who also joins from Deutsche Bank, will be responsible for the development of the financial advisory network in southern Italy.
09/16/2019
Sentinel Trust Announces New Chief Investment Officer
Todd joins Sentinel Trust from Athena Capital Advisors
09/16/2019
STEP Jersey Chair joins Ogier's Private Wealth team
Henry will play a central role in the team advising professional trustees, intermediaries, family offices and high-net worth families in the Channel Islands
09/16/2019
Lombard International appoints Head of Switzerland and International Markets
Mr. Bertacchi joined Lombard International Assurance in 2011 as Country Manager for the Italian market.
09/15/2019
UBS Saudi Arabia appoints Desk Head for Wealth Management
Joining from Samba's private bank, Mr. Soufi brings to UBS more than 25 years of experience covering the Saudi market.
09/13/2019
BNY Mellon Wealth Management Appoints Eunice Kim as Regional President in Denver, CO
Eunice brings over 23 years of experience in the financial services industry and has extensive knowledge and experience in money management and private banking.
09/13/2019
Asset Manager Invest Invent engages long-time sales chief
He has been in charge of the distribution of Invest Invent since the beginning of September 2019.
09/13/2019
UBS Appoints Co-Head of Global M&A
It is understood the new promotion makes Peirce the most senior Australian in the UBS hierarchy offshore,» the report added.
09/12/2019
Blackstone bolsters portfolio management and investment research team
Mr. Chan was previously managing director, global portfolio solutions, at Goldman Sachs Asset Management, the news release said.
09/12/2019
BNP Paribas' Head of Human Resources Resigns
The move comes as a shock for many
09/12/2019
HSBC poaches senior JP Morgan private banker
Lina Lim is one of three new hires in HSBC Private Banking’s Asia investment services and product solutions (ISPS) group.
09/12/2019
Swiss private bank Hires IAM Expert From Credit Suisse
Zuercher will coordinate the work of teams based in Lugano, Zurich and Geneva and pursue the further development of their activities.
09/12/2019
Schiff Hardin expands Private Clients, Trusts and Estates Practice
Prior to working at leading financial services firms, Liss was a partner at the international law firm Withers Bergman LLP, where he built a domestic and international private client practice.
09/12/2019
Samir Pandiri Elected to the Board of the International Securities Services Association
His experience and global outlook, coupled with his deep technology and operations expertise, will provide a strong perspective in helping further ISSA’s mission
09/12/2019
Charles Stanley appoints Head of Asset Management Development
He will focus on increasing sales
09/12/2019
Deutsche Bank appoints wealth management head in Spain
At this firm, he spent 15 years, holding mostly financial advisory roles as well as selling financial solutions to institutional clients.
09/12/2019
Deutsche Bank appoints wealth management head in Spain
He will be responsible for advising UHNWI and family offices on all type of financial and investment solutions.