03/14/2018
Merrill Shuffles Managers in Ultra-Rich Business, Adds Centralized Support Unit
She replaces Robert A. Johnson, who has retired from overseeing what had been called the Southwest region, a spokeswoman said.
Executive Moves
03/14/2018
Butterfield Trust appoints Vice President, Wealth Structuring
Daniel joins Butterfield from RBC Wealth Management
03/13/2018
ARCO expands investment team
He worked for five years as portfolio manager for Janus Henderson’s Australian equity absolute return strategy and spent 11 years as portfolio manager for Wallara Asset Management’s Australian equity strategy.
03/13/2018
Goldman Sachs Puts z in Line to Be Next CEO
Solomon’s status rises at firm after fellow president, Harvey Schwartz, announces plans to retire in April
03/13/2018
Citi Private Bank Bolsters North American Wealth Planning Team
Natalia Murphy Appointed as Head of Trust and Wealth Planning for North America
03/12/2018
GAM announces changes to the Group Management Board
Natalie Baylis has been working for the UK's Financial Conduct Authority (FCA) as chief counsel for markets, wholesale, funds and prudential regulation since 2013.
03/12/2018
Chinese Wealth Manager Breaks New Ground
Bank of Singapore has been experiencing robust growth by aggressively expanding its presence in Hong Kong and other locations in Greater China.
03/12/2018
Brown Shipley bolsters London arm with double hire
Croysdill has more than 30 years’ industry experience in the industry and will advise clients across the wealth planning spectrum.
03/12/2018
Ocorian appoints MD of UK operation
Alan was previously Global Head of Product Management within Deutsche Bank's Corporate Services Division
03/12/2018
ZEDRA hires new Client Director in Jersey
Peter has nearly 25 years’ of experience in the banking, legal and fiduciary sectors, gained in London and Jersey
03/12/2018
Standard Chartered hires new Singapore MD after five months at rival bank
His new move to Stan Chart, despite following such a short tenure, is not as surprising as it may seem.
03/12/2018
VP Bank Hires Former Swissair Pilot
He completed the renowned training program for pilots at Swissair and worked for the now defunct airline for one-and-a-half years and a short while for its successor firm, Swiss International.
03/11/2018
Lumen Adds North Asia Team
Both bankers have worked for Nomura's private bank in Singapore for the last five years.
03/09/2018
Citi Private Bank names new APAC strategist
Citi Global Consumer Bank's head of portfolio advisory has moved to Citi Private Bank to take up the role of Asia Pacific strategist.
03/09/2018
Citi Beefs Up Swiss Family Office
Schlaus is a 20-year veteran of the family office industry, most recently as Deutsche Bank's operating chief for key client partners, in Zurich.
03/09/2018
Multrees appoints chairman
He has extensive experience managing investment and retail savings businesses, having held senior positions at Barclays Wealth, Schroders and Citibank.
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.
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.