05/24/2018
Credit Suisse hires UBS pro to head global prime financing
Ryan Nelson will report in to former colleague and global head of prime Paul Galietto
Executive Moves
05/24/2018
BlackRock taps Citi exec to lead digital wealth unit
He will join the asset management giant from Citi
05/24/2018
BlueBay appoints new Co-Head of Developed Markets
His experience will complement Mark’s strong macro and sovereign expertise and, together, I believe they will continue to enhance our Developed Markets footprint.
05/24/2018
Artemis appoints former JPMAM UK head
Turpin will retire at the end of the year and has been responsible for sales and distribution at Artemis since 2002.
05/24/2018
Queensland bigwigs depart Macquarie Private Weath
The departures follow Macquarie's announcement last week that it planned to merge the wealth management division with its private bank.
05/24/2018
Boodle Hatfield strengthens Private Client and Tax team with partner hire
They have a strong track record of advising on issues from structuring and preserving wealth to advising on the residential and commercial real estate markets in the UK and the tax implications for overseas investors.
05/24/2018
CEO Katia Coudray leaves SYZ AM
A source close to the matter said that Coudray and Syz could not agree on the working relationship between the asset management and the wealth management arms of the company.
05/23/2018
Fernando F. Cugliari joins the private wealth team at CIBC FirstCaribbean
He holds a Bachelor of Laws degree from the University of Windsor as well as a Bachelor of Arts degree in Economics and International Business from York University in Toronto.
05/23/2018
Franklin Templeton hires BlackRock offshore sales VP for ETF push
The firm didn’t reply to a Citywire Americas request for comment.
05/23/2018
RBC Global Asset Management Grows Distribution Network in Continental Europe
Based in Frankfurt, Mr. Schmidt has been hired by RBC Europe Ltd. and will be focused on the distribution of RBC GAM investment strategies, helping to build and expand RBC GAM's presence in the German institutional market.
05/23/2018
Wealth manager St. James's Place says chairwoman Bates to retire
The firm’s Independent Non-executive Director Roger Yates will take the place of Cornish, SJP added.
05/23/2018
Aston Martin appoints first-ever female president
“I am desperate for more women to apply for jobs in automotive,” she tells ABC News.
05/23/2018
Pictet WM's head of investments departs
His position has since been taken over by chief investment officer, Cesar Perez Ruiz.
05/23/2018
Fiduciary Trust Names Chief Investment Officer
He joins Fiduciary Trust from Stifel Nicolaus, where he was Global Head of Investment Strategy for the firm’s wealth management unit and CIO of its Delaware Trust Company.
05/23/2018
Foresight Wealth Management Expands Team
Chris Light will focus on providing private wealth management services to individuals and businesses.
05/23/2018
Rathbones poaches HSBC GAM’s London head
Rathbones declined to comment on the hire.
05/22/2018
Pictet reshuffles LatAm WM leadership
In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.
05/22/2018
Carrick Wealth Botswana appoints head of wealth management
Carrick Chief Executive Officer Craig Featherby said that when he launched Carrick, one of the foundations of the business was to employ the best people they could find.
05/22/2018
Digital Wealth Management Firm Personal Capital Names First GC
"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.
05/22/2018
Cazenove hires manager of investment research from Stonehage Fleming
Spent ten years at Stonehage Fleming