03/09/2018
CBC Banque welcomes Clemens Scholzen as new executive director and future CEO
Clemens Scholzen will start as executive director early April 2018 and will be named CEO of CBC Banque on 1 June 2018.
Executive Moves
03/09/2018
Swiss bank Raiffeisen's chairman steps down amid probe of ex-CEO
Vincenz has been placed in investigative custody in the criminal probe. He denies wrongdoing but has been forced to resign from his business roles amid the probe.
03/08/2018
Lockton brings in new account executive for high-net worth client business
Rogerson will be based out of the company’s Irvine, CA office, a release said.
03/07/2018
Citi Private Bank appoints Asia-Pacific strategist
The population of Asia's rich and their collective wealth are increasing at a rapid pace.
03/07/2018
Richard Branson is looking for an assistant to live on his private island
According to Branson, the position would entail managing diaries and emails, correspondences, filing and archiving, booking travel for him, and covering for his personal assistant when he or she is on vacation.
03/07/2018
Stanhope poaches Cambridge Associates London head
The firm appointed Mexico’s former finance minister and leading economist Dr Pedro Aspe to its advisory board In March last year.
03/07/2018
AllianceBernstein hires Aberdeen Standard Investments' Matthews as UK sales director
Matthews joins amid discretionary-growth drive
03/07/2018
Another Morgan Stanley Exec Heads to Rockefeller
Rockefeller has brought on other senior executives from Morgan Stanley since Fleming’s arrival
03/06/2018
Former Private Banking boss surfaces
VP made it clear that the door is open to move higher.
03/06/2018
St. James’s Place Wealth Management Asia hires well-known financial expert
The author of three books on global macro and investment economics, Dr von Pfeil is known to many Asian TV viewers as a regular commentator on such TV networks as Bloomberg, CNBC and Channel NewsAsia.
03/06/2018
Canaccord Genuity Expands North American Debt Finance & Restructuring Team
The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.
03/05/2018
Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors
We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.
03/05/2018
SGG Group appoints Business Development Director US operations
US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing
03/05/2018
Fairstone fully-acquires Zimb Johnson following successful integration
The deal brings total fee income of c. £850,000 to Fairstone and funds under management of almost £200m.
03/02/2018
Nikko AM appoints Head of Marketing – International
Joining Nikko AM as Head of Marketing, Asia ex-Japan in early 2012 and expanded her role to cover the Americas in 2015.
03/02/2018
SGG Luxembourg appoints Luxembourg MD
He joins SGG from Intertrust where he was until recently the Managing Director responsible for their business and operations in Greater China, with offices in Hong Kong, Shanghai, Beijing and Guangzhou.
03/02/2018
Jim Campbell quits JP Morgan
This week five members of its fund sales team quit in moves that the company insisted were not connected.
03/02/2018
Rockefeller Capital Management Announces Official Launch
Start of New Financial Services Firm Marked by Additional Senior Appointments
03/01/2018
Smith Greenfield announces new chair and investor
Known for growing businesses in the High Net Worth insurance sector, the new chair has invested an undisclosed amount in Smith Greenfield and is now a minority shareholder.
03/01/2018
Nedbank Private Wealth appoints new head
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and a Fellow of the Chartered Institute of Bankers.