10/10/2018
Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley
Baird has added 40 financial advisers to the group since the start of the year.
Executive Moves
10/10/2018
Vontobel expands US offshore coverage with appointment
His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.
10/10/2018
Julius Baer bolsters Indian wealth team
The private bank said that the move is intended at fortifying its position in India.
10/10/2018
Blockbuster tech manager to exit Janus Henderson
The departure of Slingerlend will see Garth Yettick named as a portfolio manager on the technology fund from 1 December.
10/10/2018
Credit Suisse Trust announces appointment of new Centre Head in Guernsey
He will also work closely with Credit Suisse’s dedicated Ultra High Net-Worth (UNHW) team to grow and develop the bank’s UHNW strategy.
10/10/2018
London & Capital Appoints Two New Partners
The two partner promotions mark a period of continued growth for London & Capital that has seen the firm increase its combined assets under management to £2.8bn since it opened for business in 1986.
10/10/2018
KW Wealth bolsters strategy team with senior duo
These appointments demonstrate KW Wealth’s commitment to investing in independent research expertise for our clients, to achieve the outcomes they are looking for.'
10/09/2018
U.S. Offshore Banking's Carousel
Since then, roughly 30 have returned to the U.S. market via SEC-registered units in often remote places like South Dakota and Alaska, as finews.com reported.
10/09/2018
St. James's Place confirms new chairman appointment
Cornish's appointment was first announced back in May.
10/09/2018
Guernsey Finance seeks new overseas development representative
Miss Clouston is to take on the role of global relationship manager with offshore law firm Collas Crill next year.
10/09/2018
New partner to lead Carey Olsen's trusts and private wealth teams in BVI and Cayman
She is recognised for her trusts and private client work by both Chambers and Legal 500 with market sources describing her as 'incredibly hard-working' and 'really first class'.
10/09/2018
Unigestion reshuffles its equity derivatives team
Prior to Pictet, Didier was an Equity Derivatives Trader at Deutsche Bank from December 2007.
10/09/2018
Reyl hires ex-WM CEO to lead US business
René Marty has over 25 years’ experience in the financial industry, most of which spent dealing with North American clients.
10/09/2018
Why This Merrill Lynch Alum and Family Office Pro is Headed to Rockefeller
He has 27 years of experience in the wealth management industry and joins Rockefeller from the family office Goodrich, LLC
10/08/2018
St. James's Place Updates Board succession plans
The retirement date for David Lamb is confirmed as 26 February 2019.
10/08/2018
Standard Life Aberdeen lines up ex-HSBC chair to replace Grimstone
The ex-chairman of HSBC Douglas Flint is in the running to replace Gerry Grimstone as the new chairman of SLA.
10/08/2018
Northern Trust Hires Chief Investment Strategist for EMEA and APAC
Sturkenboom most recently spent six years at Russell Investments as a senior investment strategist first based in London and then in New York.
10/08/2018
Coutts Appoints New Head Of Digital, Design & Experience
He headed up user experience for a cloud platform start up and before this at JP Morgan. Jon will report to James Clarry, Chief Operating Officer, Private Banking.
10/07/2018
Credit Suisse to Rehire Badr to Head Push Into Saudi Stocks
Renaissance confirmed that Badr is leaving the company, without giving details. Badr and Credit Suisse declined to comment.
10/05/2018
Ex-Deutsche COO Resurfaces
Her departure from Deutsche Bank, where she was operating chief for the German lender's private bank in north Asia, was reported exclusively by finews.asia last month.