07/13/2018
BNY Mellon Wealth Management names senior wealth director
Khalil holds a Bachelor of Science in finance from Indiana University.
Executive Moves
07/13/2018
Janney Welcomes 45 New Hires to the Firm’s Private Client Group
Janney continues to attract top notch advisors in key marketplaces throughout our footprint
07/13/2018
WH Ireland wealth head quits over strategy direction
WH Ireland’s head of wealth management has left the firm over a difference of opinion regarding the strategic direction of the private wealth management division.
07/12/2018
FINMA appoints lawyer as new head of banks
The Banks division has around one hundred members of staff and is responsible for authorising and supervising banks and securities dealers.
07/12/2018
Wealth fintech strengthens leadership
In a statement Ignition chief executive Manish Prasad said the synergy between the direction of the firm and Thom's capabilities ensured she was well suited to the role.
07/12/2018
Northern Trust COO to Retire
Jana joined Northern Trust in 1980
07/12/2018
The Wealth-Management Arms Race Is Heating Up
Lisa Yang, who also worked at U.S. Trust, started earlier this month as an associate banker working with ultra-high-net worth clients.
07/12/2018
New regional head for Barclays Wealth Management
Graham re-joins Barclays Wealth Management from KPMG, where he spent three years advising entrepreneurs and SME management teams
07/12/2018
Two UBS veterans join Zurich family office
They both took on the role of senior partner, and will contribute to the development of the advisory team.
07/12/2018
German boutique names ex-UBS man as WM head
Küppers left the group last month to join an unnamed family office in the Rhineland.
07/11/2018
Snowden Lane Partners Welcomes Former Raymond James Advisor
He provides comprehensive wealth management services for high net-worth clients, both international and domestic.
07/11/2018
Ex-Gonet Partner Departs for Rival
He replaces Nasri Malhamé, who shut the bank's Zurich offices two years ago and relocate to Geneva
07/11/2018
Argentina wealth manager hires strategy director from rival
Raymond James initially partnered up with Tapia when the US firm took over his company
07/11/2018
Arbuthnot Latham names new CEO
He will be supported by two deputy chief executives. Group finance director James Cobb and commercial banking had Stephen Fletcher will take on these positions
07/11/2018
Brown Shipley expands Manchester team
He joins directly from Handelsbanken where he was an Individual Banking Manager overseeing a portfolio of high net worth clients.
07/11/2018
Julius Baer Market Head Exits
Soin will be replaced by Michael Baechli
07/10/2018
Bernstein Private Wealth taps new head of endowment, foundation services
Bernstein Private Wealth Management is a unit of AllianceBernstein and serves high-net-worth individuals, family offices, and foundations and endowments.
07/10/2018
Equisoft appoints Shawn Gillespie as Business Development Manager for Wealth Management Solutions, USA
Shawn will be responsible for driving growth of Equisoft's WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.
07/10/2018
In Wells Fargo’s talent drain, Janney nabs $177M team
This year alone, the Philadelphia-based firm added an advisor with $220 million in client assets from Merrill Lynch in February and an advisor managing $157 million from Wells Fargo in May.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice With New Managing Director In Internet And Digital Media
Other prominent recent hires to this team include Michael Buchbinder, who joined the Firm at the end of 2017, and Nitin Doke.