10/26/2017
Deutsche WM Bulks up Products Team
Tay joined DBWM on October 16, 2017.
Executive Moves
10/26/2017
Mirabaud AM to launch EMD fund for new hire
Andrew Lake, head of fixed income at Mirabaud Asset Management, will be deputy manager of the fund
10/25/2017
U.S. Trust Announces New Hires in September
Janet Jacobs has joined the Seattle office as a Philanthropic Client Manager.
10/25/2017
CEO at Citi Private Bank Asia to Retire
He joined EFG Bank as a partner to start and lead its’ Investments business.
10/25/2017
Scott Haslem leaves UBS for Crestone
Crestone has a unique opportunity in the Australian market that is very exciting for the business and its clients.
10/25/2017
Livia Stefanini takes helm of Havas LuxHub UK
“As ecommerce grows and performance marketing demands increase, my personal concern lies in finding the right balance,” Ms. Stefanini said.
10/25/2017
Leading UK investment management group expands tean
There he was responsible for developing and maintaining relationships with business introducers such as accountants and solicitors, arranging meetings and advising potential new clients, as well as advising and servicing existing HNW clients within his ro
10/25/2017
SGG appoints BeNeLux corporate clients solutions leader
Juan Dagniaux will be responsible for growing our corporate solutions offering across the BeNeLux region in line with the changing legal and regulatory framework.
10/25/2017
Rathbones expands research team with double hire
Rathbones has appointed Richard Briggs and Stuart Chilvers as analysts in its equity and fixed income teams, respectively.
10/25/2017
Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
Raymond James affilate celebrates the addition of Tim Davis to flagship Boston office from Morgan Stanley
10/24/2017
HSBC Private Bank Boosts Fixed Income Unit
A spokesperson at HSBC Private Bank confirmed the move to finews.asia.
10/24/2017
RBC Investor & Treasury Services continues to bolster product management team
Geert’s significant experience in business process re-design, innovation and digitization will be key as we continue to deliver differentiated services to our clients.
10/23/2017
RBC Wealth Management Ramps Up Indie and Captive Benefits for Big Expansion Goal
A spokeswoman for RBC WM says the firm won’t “disclose the number of recruits” it has gleaned in its parent company’s present fiscal year, which ends this month. But she confirms it’s already “the best recruiting year f
10/23/2017
Wells Fargo Asset Management Expands Multi-Asset Solutions Team
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.
10/23/2017
AXIS Names Steve Arora as Reinsurance CEO
Mr. Arora graduated from Muhlenberg College with a Bachelor’s Degree in Economics.
10/20/2017
Lugano-based PKB hires independent WM as Romandie head
PKB was first established in Zurich in 1958 as Privat Kredit Bank and officially transferred its headquarters to Lugano in 2000.
10/20/2017
Adam & Co executive director exits
Wealth Manager understands that as of yet there is no direct replacement for Wilson and that her role is likely to be split between the Adam & Co investment team.
10/20/2017
Brewin Dolphin appoints director in Reigate
New Reigate Management Team Director for Brewin Dolphin Announced
10/19/2017
Butterfield Announces Senior Management Restructure
Butterfield has announced the following changes within its senior management team structure.
10/19/2017
Raymond James scoops up $540M SunTrust Team
They're the latest new hires at Raymond James, which has been on a long-running recruiting push.