06/04/2019
UBS Loses FAs Collectively Managing $365 Million
In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.
Executive Moves
06/04/2019
Citigroup names Ida Liu head of North America private bank- memo
The Private Bank’s assets are heavily concentrated in Asia
06/04/2019
Broadridge recruits BNY Mellon’s former asset servicing chief
“Samir will help us continue to expand our international reach in support of our goal to provide industry solutions for critical but non-differentiating solutions to financial services companies around the world.”
06/04/2019
Raymond James recruits Gitkin as MD
Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.
06/04/2019
EFG International appoints deputy head of Asia Pacific Region
In her new role, Angela Bow will work together with the existing management team
06/04/2019
Geneva WM expands in Ticino and Italy with new hire
This hire highlights our wish to develop in Ticino and Italy after opening the Lugano branch in April 2018 under the responsibility of Paolo Anastasi.
06/04/2019
Ocorian makes senior hire in Ireland
Commenting on the appointment, our Head of UK & Ireland, Alan Booth said: “Our long term commitment and investment in Ireland is based on key hires, consistently strong client service and introducing new products to the market."
06/03/2019
EFG International appoints Angela Bow as new Deputy Head of Asia Pacific Region
To further strengthen its senior management team, EFG International is today announcing the appointment of Angela Bow as the new Deputy Head of Asia Pacific Region, effective 01 June 2019.
06/03/2019
Credit Suisse appoints new China CEO
He will further our strategy as a leading global wealth manager with strong investment banking capabilities.
05/31/2019
Ocorian appoints new Chairman
A highly experienced and industry recognised figure, Frederik joins Ocorian following a distinguished career having first
05/31/2019
7IM confirms new CEO after Tom Sheridan departure
The focus for me and my team, is to now build upon this solid foundation, imagine and position ourselves for the future given the constantly changing landscape.
05/31/2019
EFG further strengthens Asia-Pacific management team
Private bank makes several key appointments including chief operating officer, head of human resources and head of independent asset managers
05/30/2019
Lloyd’s Private Banking CIO to Exit
Markus Stadlmann ends a five-year tenure amid Lloyds-Schroders’ joint venture plans.
05/30/2019
Vistra Appoints Regional Compliance Director in North Asia
She joins Vistra from a global investment management firm with key operations in Hong Kong, Tokyo, Singapore, Paris and Dublin.
05/30/2019
Tilney appoints senior equity analyst
Tilney has one of the largest private client books in the UK, supported by a sizeable team of twelve analysts and over a hundred investment managers and advisers.
05/29/2019
Wealth Manager Arif Ahmed Joins First Republic
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
Withers Names Switzerland Partner Next Chair
Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.
05/29/2019
Julius Baer names new markets head
His successor Luigi Vignola joined the Bank’s Structured Products area in 2009.
05/29/2019
Global investment manager hires senior private assets distribution head
Peter was most recently the Global Head of International Fund Distribution at Citi
05/29/2019
Wealth management platform adds to Investment Committee
The Investment Committee is deliberately broad, composed of a team of investment professionals with long experience covering various mandates