10/31/2018
UBS loses blockchain head to fintech startup
UK innovation chief is the latest executive to ditch the banking sector
Executive Moves
10/31/2018
Focus Solutions announces hire of Peter Dingomal
New Head of Business Development will head up the launch of Focus’s new private client wealth proposition.
10/30/2018
Julius Baer Hires HSBC Banker for Mexico
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
Two Wealth Managers Join First Republic in Century City
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Boyden Names Wealth Management and Private Banking Global Leader
Top executive recruiter and financial services expert to lead global wealth management and private banking.
10/30/2018
STEP appoints new Chief Executive
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.
10/30/2018
Experienced practitioner to join Carey Olsen Bermuda's trusts and private wealth team
Mr Fife is a member of the Society of Trusts and Estates Practitioners (STEP) and is a member of the STEP Bermuda Committee.
10/30/2018
Standard Chartered Private Bank hires head of wealth advisory from Coutts
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
Weatherbys hires C Hoare private banker
Other hires include Nathan Valbonesi, who joins as a paraplanner with 18 years of financial services expertise.
10/30/2018
Six appointments for Barclays Wealth Management
Richard Lindop gained experience of working sell-side and managing portfolios before successfully becoming a Level 7 Chartered Wealth Manager.
10/29/2018
Barclays Moves Staff Amid Brexit
The move will not affect relationship managers who cover Swiss clients
10/29/2018
Barclays hires former VP as wealth management director
Mr Arbuthnott will have responsibility for clients in the east of Scotland and a remit for growing the bank’s entrepreneurial, private client and charity customer base, as well as growing the company’s local footprint.
10/29/2018
Barings Poaches From BNP Paribas Asset Management
Barings has been adding resources in the Asia Pacific region as part of its long-term growth strategy
10/29/2018
Barclays Wealth raids rivals for Leeds hire spree
These appointments help to underscore how exciting this period is for Barclays Wealth Management.'
10/29/2018
Raymond James hires Brewin director for new Southampton arm
Hale (pictured) initially joined Raymond James back in 2016 from Charles Stanley and headed the firm’s Solent branch, but he has decided to now take on a new venture with Carroll.
10/28/2018
Appleby strengthens BVI practice
He is currently based in Guernsey and will transfer to the BVI office once Immigration approval has been granted.
10/26/2018
Rathbones appoints Colin Clark as director
Clark exited Standard Life at the time of its merger with Aberdeen Asset Management
10/26/2018
Pimco Switzerland expands Zurich team with hire
She previosuly worked within the wealth management division of UBS, covering ultra-high-net-worth individuals.
10/26/2018
SEI Names Head of Asset Management Distribution in US
Appointment Underscores Company's Commitment to Growth and Client Success
10/26/2018
German bank's former deputy CIO joins LGT
Meanwhile, German group Hauck & Aufhäuser has yet to appoint anyone as deputy CIO in the wake of his depature.