09/20/2018
James Hambro hire reunites Quilter vets for regional push
He will start his new role in December.
Executive Moves
09/20/2018
Avaloq hires from Credit Suisse
Avaloq’s front and back office products and its SaaS and BPaaS solutions continue to win new customers and deliver significant value for established customers as the digital transformation of the financial services sector continues.
09/19/2018
Reyl Group welcomes new head of asset management
He founded franchises with numerous sovereign wealth funds and central banks, particularly in the MENA region.
09/19/2018
Stonehage Fleming appoints business development officer
Richard’s appointment demonstrates our commitment to further growing and developing the business as we continue to strive to lead the industry as a truly international family office.
09/18/2018
Citigroup appoints three software investment bankers
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.
09/18/2018
Sanlam UK hires Richard Pursglove as head of distribution
To shape sales and marketing strategy
09/18/2018
HSBC Names New Wealth Head
He was appointed a Group Managing Director and joined the Group Management Board in October 2013.
09/17/2018
Brown Shipley hires Chartered Planner as client director
Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.
09/17/2018
Credo recruits to focus on Fund Distribution
Credo is seeing growing demand for its newer UCITS funds, the Credo Global Equity and Credo Dynamic funds.
09/17/2018
Mirabaud Bulks Up in London
She replaces Paul Boughton
09/17/2018
Zurich boutique expands team with PM hire
It has also teamed up with Von der Heydt Invest to offer a Sentiment Sicav Europe 600 fund.
09/14/2018
UBS Veteran Defects to U.S. Giant
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.
09/14/2018
Dolfin appoints new head of wealth management
McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.
09/14/2018
Swiss bank taps Basler's Lachappelle as chairman
Financial market supervisor FINMA said in June it had found serious breaches at Raiffeisen in a probe related to fraud allegations against former CEO Pierin Vincenz.
09/14/2018
Lotus appoints former Jaguar Land Rover boss as new manager
Phil Popham has left leading yacht firm Sunseeker to spearhead the revival of Lotus
09/14/2018
Goldman Names New President, CFO as Blankfein Prepares to Exit
The bank is reshuffling its leadership as Lloyd Blankfein prepares to retire as chairman and CEO at the end of this month.
09/14/2018
New office head joins Canaccord Genuity Wealth Management after seven years at Brooks
He was head and chair of Brook’s international equities committee.
09/13/2018
BNY Mellon Wealth Management Names Michael M. Rubenstein as Wealth Director in Naples, Florida
Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale.
09/13/2018
Broadridge Announces next CEO
Prior to joining Broadridge, Mr. Gokey was President of the Retail Tax business at H&R Block
09/13/2018
EFG International strengthens management teams
Today’s appointments clearly demonstrate that we are continuing to drive forward the combined business, strengthening our management teams across geographies and transforming EFG into a leading Swiss private bank.