09/19/2017
UBS has recruited a senior private banker from Standard Chartered
Lo was at Standard Chartered for two years and eight months
Executive Moves
09/19/2017
Baird Adds boosts Chicago Wealth Management Office
Marchal brings nearly 25 years of industry experience to Baird.
09/19/2017
Wealth manager makes two appointments in Edinburgh
He was previously a senior investment sales manager at Legal & General Investments.
09/19/2017
RBC grabs $350M team from Merrill Lynch
The team cited RBC’s corporate culture as a primary reason why they made the move.
09/18/2017
GAM unveils equity income fund for ex-Artemis star
Adrian has 20 years of investment experience
09/18/2017
Manulife Creates New Wealth Role
Over his career he spent eight years in the Asian region.
09/18/2017
Falcon Private Bank Has Found a New Chairman
He is deputy chairman of the Lugano Commodity Trading Association as well as board member of the Ticino Chamber of Commerce.
09/18/2017
RBC Wealth Management strengthens Asia leadership team
Royal Bank of Canada, has made a number of senior appointments to its private wealth management leadership team.
09/18/2017
ZKB Hires for Vienna Office
The Swiss bank now employs about 90 bankers at its two Austrian offices in Vienna and Salzburg.
09/15/2017
TMF Group names Consultancy Solutions President
No matter the size or location of the issue, TMF Group’s Consultancy Solutions, with its roster of on-call, problem-solving consultants, will take on and resolve these struggles for our clients.
09/15/2017
BNY Mellon Wealth Management Taps Industry Veteran
Lisa Mullaney to lead efforts to further cultivate firm’s client base and offerings in the region
09/15/2017
WH Ireland’s deputy WM head departs
The firm, which has £3.1 billion in assets under management, also reported an operating profit of £374,000.
09/15/2017
Wealth boutique takes another Brewin investment manager
The pair will work alongside Christopher Morley, Dominic Curran and Harry Marsh, who run £750 million in assets in the Bridgnorth branch.
09/15/2017
OCBC's Private Banking Arm Hires Executive Director From UBS
She was with First State Investments from 2010 through to 2013 where she was a senior investment analyst.
09/15/2017
Credit Suisse Spokesman Quits Job
The company’s communications staff is being streamlined, very much in keeping with the directions of CEO Tidjane Thiam.
09/14/2017
DBS Adds to Digital Wealth Team
He will also develop and execute a blueprint for robust, scalable and cost effective investment product order management platforms.
09/14/2017
Standard Chartered PB Continues Hiring Momentum
He was managing director and team head for Greater China at HSBC Private Bank.
09/14/2017
Chubb announces new HNW personal insurance business head in Europe
In her earlier Chubb career she held a variety of underwriting positions before becoming European Underwriting Centre Manager (Personal Lines).
09/14/2017
Geneva private banking firm names new partner
The Swiss national is based in Zurich, where he leads a team of 13 and is an expert in Russian and other CIS markets, with more than 20 years’ experience serving that clientele.
09/13/2017
Manulife names new head of global wealth and asset management
This the company says, in a press release, will enable it to capture significant market opportunities and take greater advantage of its global scale and talent.