03/23/2018
Geneva group makes board change after chair steps back
The other members of the board, Genevieve Berclaz, Fabio Candeli and Nicolo Angileri, will stand for re-election to the board of directors for a new term of one year.
Executive Moves
03/22/2018
Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire
Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings.
03/22/2018
Wells Fargo nabs $511M advisors, offsetting recent departures
The majority of his clients use Wells Fargo for their retail banking so moving all of their finances into one company is a major advantage, he adds.
03/22/2018
Lombard Odier and Its New Partner From Sweden
She has now been in Geneva for about eight months and has had the time to get going at her new workplace.
03/22/2018
Van Law to Step Down as Head of Raymond James’ RIA Group
The departure is ‘surprising news,’ recruiter Jon Henschen says.
03/21/2018
VW's Porsche names new chief for China, Hong Kong
Mr. Puttfarcken is currently CEO of Porsche Deutschland. The car maker said it hasn't yet made a decision on his replacement.
03/21/2018
Investec Asset Management taps U.K. institutional sales director
Investec has £104 billion ($145 billion) in assets under management.
03/21/2018
Standard Chartered re-aligns Commercial Banking, Private Banking and Wealth reporting lines
Anna Marrs to leave the Group in September 2018
03/20/2018
Where Next for Grace Barki?
Barki began her career with Citibank in Singapore and Jakarta in 1985
03/20/2018
Ex-Barclays boss put in sole charge of State Street ETF arm
He was the third high-profile departure from Barclays Wealth that year after head of UK wealth management Henry Fischel-Bock and chief executive Peter Horrell also quit the firm.
03/20/2018
PIMCO Announces 2018 Managing Directors
Promotion of the following officers of the firm to Managing Director.
03/19/2018
GAM : Proposal of new member for the Board of Directors
sHE serves as member of the Boards of Directors of Zurich Insurance Group Ltd. and Zurich Insurance Company Ltd. (both since 2013) as well as of Cembra Money Bank Ltd. (since 2015).
03/19/2018
New Role for Citi Hong Kong Chief
Lo's departure was reported by finews.asia in early March.
03/19/2018
Embattled Point72 president steps down
The firm did not issue a statement to Hearst Connecticut Media on Haynes’ departure, but a source familiar with the matter, who spoke on the condition of anonymity, confirmed Sunday the change had taken place.
03/19/2018
Alter Domus names new Luxembourg MD
He has also been instrumental in the set-up of three super mancos in Luxembourg.
03/16/2018
Maitland beefs up staff with new hire
Maitland, a global advisory and fund administration firm, has named Frank Ferrara as senior client service manager. Previously, Ferrara worked at Rhone Group.
03/16/2018
Li Ka-shing, Longstanding Asian Mogul, Hands Reins to Son
With a fortune of about $34 billion, according to the Bloomberg Billionaires Index, Li has been a fixture as the city’s richest man for an entire generation of Hong Kongers
03/15/2018
UBS Combines Equity, Debt Capital Markets Teams in Asia Pacific
Malter joined UBS in 2006 and was previously a member of equity capital markets in Sydney, Hong Kong and New York.
03/15/2018
Deutsche Bank Hires in Geneva, Miami for Wealthy Latin Americans
The firm also hired Ricardo Pablos Rodrigues from CBH Cie.
03/15/2018
VP Bank Names Private Bank Head
VP Bank in Singapore currently employs about 50 people.