07/02/2018
Ken Costa joins family office aimed at ultra-wealthy
Alvarium seeks to offer younger generation involvement in corporate finance deals
Executive Moves
07/02/2018
Raymond James Chooses New Leader of Private Client Group
Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.
07/02/2018
Citi Private Bank Brazil directors exit to join local firm
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces
07/02/2018
Standard Chartered Promotes Ex-Barclays Banker
Standard Chartered private bank has named a new chief operating officer, finews.asia can report exclusively. The private banker is one of several alumni of British bank Barclays.
07/02/2018
Vontobel strengthens wealth management for North American investors
The four wealth management experts who are joining VSWA in July 2018
07/02/2018
Rathbones appoints Morgan Stanley IM chair to board
As an executive, Duhon held a number of senior roles at JP Morgan and ABN Amro before setting up her own consultancy firm.
07/02/2018
GAM expands its emerging markets fixed income team
He began his career at Deutsche Bank in 2000, before moving into various inflation and interest rate strategy roles.
07/02/2018
Tilney ramps up recruitment drive with new hire
Private banker joins Glasgow team
06/29/2018
Raymond James Announces Key Senior Leadership Appointments
Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.
06/28/2018
Nikko AM announces promotion in NZ Equities Team
Nikko AM NZ actively manages around NZD5.2 billion of investments.
06/28/2018
Stenham hires Jersey director from RBC Wealth
I am very pleased to be joining Stenham
06/28/2018
Citi Private Bank scores gatekeeper from Securian
He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.
06/28/2018
Alessandro Silvestro joins Lemanik as Asia Pacific managing director
Currently, about 20% of the company’s clients are from Asia Pacific.
06/28/2018
Stonehage Fleming appoints Jersey Partner
He has advised individuals and companies on trusts, estate planning and pension issues, and has acted for high-net-worth individuals and families, family offices and private trust companies.
06/27/2018
Templeton wealth boutique hires BNY WM int’l director
Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.
06/27/2018
Lazard names Shen Tan as managing director in Hong Kong
Mr. Tan was a managing director at US-based financial services giant Capital Group in Hong Kong for ten months before joining Lazard AM.
06/27/2018
Close Brothers appoints Group Finance Director
He brings deep knowledge of the Group and its markets, and his appointment ensures strong continuity in the Group's leadership team.
06/27/2018
Canaccord Genuity Strengthens UK & Europe Capital Markets Team
Most recently, she was an Executive Director and Head of Research at Stockdale Securities and previously she was Head of UK Mid-Market Research at RBS Global Banking & Markets.
06/27/2018
Maitland appoints senior relationship manager
Based in London, he will report to Patric Foley-Brickley, Head of Business Development & Client Management - Europe.
06/26/2018
$150M Wells Fargo Team Joins Snowden Lane Partners
They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.