07/06/2017
Private Tax Team Joins Smith & Williamson In Southampton
I am thrilled that Patrick and his team have joined Smith & Williamson
Executive Moves
07/06/2017
Ex-Julius Baer Banker Takes Over at Indosuez
He has a federal diploma in banking, is an expert in wealth management and also holds a diploma of advanced studies in banking issued by the Swiss Finance Institute.
07/06/2017
Flynt Hires Family Office Executive
He will provide his banking and know-how in managing complex portfolios to Flynt and work in the development of the business.
07/05/2017
UBS Names Global Unit Head
Leading global distribution for each of the Alternatives asset classes.
07/05/2017
Smith & Williamson adds five investment partners
‘I would like to congratulate our new partners,’ said David Cobb, co-chief executive and managing partner of investment management
07/05/2017
Swiss Property Firm Hires BCV Banker
At SFP, Di Maggio will become a member of the management board, pending the approval of the regulator
07/05/2017
JHC Systems strengthens sales team
The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.
07/05/2017
Close Brothers strengthens Scottish presence
Bruce joins CBAM’s Glasgow office after six years in PwC’s regulated advice team
07/05/2017
HSBC Hires From Credit Suisse
The appointment will bring together two former Credit Suisse bankers.
07/05/2017
French boutique hires ex-EdRAM multi-management chief
He joined the firm from Oddo & Cie in September 2008.
07/05/2017
Indosuez WM names Luxembourg-based investment chief
He will be responsible for the investment strategy of Indosuez Wealth Management in Spain, Belgium, Italy and Luxembourg.
07/04/2017
Indosuez Wealth Management adds to Singapore team
He worked with Nomura, Barclays and Merrill Lynch in Singapore.
07/04/2017
HSBC Said to Approach Peter Hancock as Possible Outside CEO
Ex-AIG chief, JPMorgan veteran contacted by board for top job
07/04/2017
Vanguard Hires UBS Manager
Vanguard recently launched an online platform through which it sells its ETFs directly to the individual customer.
07/04/2017
Sanlam FOUR boosts Strategic Bond fund team with Rathbones hire
Joins as assistant fund manager
07/04/2017
Julius Baer names Ashish Gumastha as chief of India wealth management biz
India is a high-potential market for our group with a unique demographic profile.
07/03/2017
WFAM beefs up senior team with two hires
He led the client solutions office in San Francisco and was co-head of Liability Driven Investment in North America with BlackRock.
07/03/2017
Mercer Boosts Asian Wealth Unit
He began his career with the Monetary Authority of Singapore where he served for almost 13 years.
07/03/2017
Julius Baer India Boss Departs
The veteran India banker was a key player in the integration of acquisition Merrill Lynch in India, which makes for roughly 10 percent of assets managed in Asia.
07/03/2017
Another BSI Banker Leaves EFG
He replaces Gerald Robert