06/11/2018
Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.
06/11/2018
She also held senior wealth management roles at HSBC and Standard Chartered Bank.
06/11/2018
Roger joins Sanlam after 10 years at Jupiter Asset Management.
06/08/2018
Far from biding its time until ex-CEO Boris Collardi resurfaces as Pictet’s newest partner, Bank Julius Baer has just upped the ante in Asia.
06/08/2018
Northern Trust Strengthens Wealth Advisor Practice
He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.
06/08/2018
Grégoire is Head of Pictet’s global Family Office Services team. Previously responsible for Asia, he joined the Pictet Family Office team in 2008.
06/08/2018
Lim’s hire underlines the firm’s commitment to further building capacity in this growing asset class.
06/08/2018
Firm faces fierce competition from other US rivals looking to garner a greater share of Europe's ETF industry
06/07/2018
UBS Names New Asia DCM Syndicate Heads
In March the Swiss bank announced, it was merging its equity and debt capital market businesses in Asia Pacific.
06/07/2018
Ayer joins Avaloq's Australian team in Sydney.
06/07/2018
The performance-based awards also did not vest in full.
06/07/2018
BNY Mellon Wealth Management names new CEO
She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business
06/07/2018
Creates new Diversity Advocate role, to further bolster diversity and inclusion
06/07/2018
Effie Datson joins Swiss bank in newly created role
06/06/2018
Rooney will work with middle-market companies on lending and deposit solutions.
06/06/2018
J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors
06/06/2018
He was most recently global head of Citi’s Indian client segment, responsible for the private bank’s relationships with Indian clients and clients of Indian origin worldwide.
06/06/2018
Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.
06/06/2018
"Peter is a vastly experienced business leader, he is a former group CEO of Alexander Forbes and deputy MD of Old Mutual Life Assurance Company SA," Nedbank chairman Vassi Naidoo said in a statement.
06/05/2018
In his previous position at a local wealth management firm he looked after advisory and discretionary portfolios and sat on a number of investment committees responsible for the selection of UK, European and US equities.