06/19/2018

Morgan Stanley loses $175M advisor to Stifel

Morgan Stanley left the protocol in November, making it harder for advisors to exit the New York City-based wealth management firm with their respective clients in tow.

06/18/2018

Allianz Global Investors boosts Multi Asset team

Counsell joins from Aviva Investors where he was lead fund manager across a range of multi-asset funds, taking ultimate responsibility for asset allocation positioning and performance for these funds.

06/14/2018

Citi Private Bank Expands Capital Markets Team

Citi Private Bank is one of the world’s fastest growing private banks; dedicated to serving worldly and wealthy individuals and families, providing customized private banking across borders.

06/14/2018

Ashburton appoints international MD

Wilshin had served as director in the company’s Jersey-based international division since 2016 after joining the business in 2014.

06/14/2018

DBS Appoints Jim as Hiring Officer

The virtual recruiter is powered by artificial intelligence and over time learns to make better assessments in screening candidates.

06/14/2018

Broadridge to join S&P 500

Fintech specialist Broadridge Financial Solutions is to be added to the S&P 500 Index at the opening of trading on Monday 18 June 2018.

06/11/2018

Schroders names head of marketing for Asia Pacific

A Schroders spokesperson says Ms. Han took over the role from London-based Peter Beckett, who oversaw the Asia marketing function as head of marketing - content, operations and Asia Pacific.

06/11/2018

Julius Baer Confirms China Hire

Prior to joining Julius Baer, Lee was country head for the Chinese market at UBS wealth management, where she had worked since 2006.