08/03/2017
Julius Baer shifts focus from Monaco to Manchester as it looks to court UK's super-rich
Two thirds of the UK’s wealth is held by individuals outside London and the south east.
Executive Moves
08/03/2017
Waverton appoints industry veteran as head of strategy
Dinning joins after spending a year out of the year industry.
08/03/2017
Former Rathbones stalwart sets up boutique
He will mainly invest in direct equities but will also include some funds when appropriate.
08/03/2017
Lloyds Private Bank portfolio boss hires ex-Close colleague
The business provides investment support and technical knowledge to Lloyds private banking units across the UK and offshore.
08/02/2017
Law Firm Hires From Global Bank
Their arrival comes at a time when intra-regional trade in Asia is growing in importance, new entrants and technologies are revolutionising products and services, and increased oversight and regulatory capital requirements continue to pressure capital con
08/02/2017
HSBC Private Banking Adds Key Talent to Americas Investment Office
His experience covers banking, portfolio management, and investment services with a particular focus on fixed income investing strategies.
08/02/2017
Citi Private Bank Continues Expansion of Metro New York Team
Names Rob Laughlin Regional Market Manager and James Rudolph Joins as Private Banker
08/02/2017
Julius Baer Confirms Senior Hire
Prior to taking on the new position Manwani worked at Credit Suisse
08/02/2017
BNY Mellon Wealth Management names MD of business development in Boston
Seasoned sales professional to lead efforts in deepening firm’s presence in the region
08/01/2017
Senior Hire at UBS Asset Management
He was based in Hong Kong and responsible for developing the business across institutional and funds channels in the APAC region.
08/01/2017
Mashreq Bank appoints new head of Private Banking
Kapur comes with a 25-year track record across various aspects of retail banking
08/01/2017
Brooks Macdonald hires ex-rugby player for Welsh office
Brooks Macdonald stated it plans to hire more investment managers soon.
08/01/2017
Tilney continues recruitment drive
In Tilney’s Bristol team, Matthew will deliver advice as part of the firm’s ‘two expert’ approach
08/01/2017
HSBC Private Bank Hires From UBS
Prior to UBS, she held multiple senior roles at Goldman Sachs, Deutsche Bank, Moody’s and Standard Chartered.
08/01/2017
Baker Tilly appoints International Services Practice Head
He will leverage extensive global experience to help clients navigate and capitalize on rapidly changing international business landscape.
08/01/2017
Investec poaches financial planning directors from Rathbones
For Liverpool and Manchester offices
07/31/2017
Crestone Wealth appoints Westpac exec
He also serves on the boards of Mirvac Group and Liberty Financial.
07/31/2017
Julius Baer Hires From Swiss Rival
A Julius Baer spokesperson confirmed the hire.
07/31/2017
GAM strengthens private clients and charities business with new hire
The appointment follows the integration of the private clients and charities team, the alternative investment solutions and multi asset class solutions business into GAM Investment Solutions in September 2016.
07/31/2017
Appleby expands Private Client & Trusts team in Guernsey
Paula joins Appleby as a Senior Associate, advising on all aspects of trust law