06/11/2018
A Schroders spokesperson says Ms. Han took over the role from London-based Peter Beckett, who oversaw the Asia marketing function as head of marketing - content, operations and Asia Pacific.
06/11/2018
A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.
06/11/2018
Prior to joining Julius Baer, Lee was country head for the Chinese market at UBS wealth management, where she had worked since 2006.
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.