10/23/2018
Head of JPMorgan’s US private bank resigns
Kelly Coffey, who spent 25 years at the company, is leaving to take a new job
Executive Moves
10/22/2018
SGG Group appoints four new Client Directors in Luxembourg
The new Client Directors bring substantial experience to support SGG Luxembourg’s team.
10/22/2018
Schroders adds Man AHL veteran to bulk up quant efforts
It is focused on systematic, factor-based strategies, including its Global Multi-Factor Equity and Sustainable Multi-Factor Equity funds.
10/22/2018
Rowan Dartington taps Lloyds for Northern wealth boss
He fills a position previously occupied by Bryan Parkinson, who has been appointed to head Rowan Dartington Intermediaries & International, the division formerly known as Rowan Dartington Signature.
10/22/2018
Wealth manager hires intermediary manager
Rowan Dartington executive chairman Graham Coxell described the moves as "core to our overall growth strategy for the business".
10/22/2018
Oppenheimer Wealth Boss to Pass the Baton
Harrington, who currently runs sales and marketing for the asset-management unit, has been with Oppenheimer for 25 years, the company said.
10/21/2018
Goldman Sachs shuffles top Asia leadership
Asia investment banking co-heads moved from management job to ‘chairmen’ role
10/19/2018
Group Head of Legal at Close Brothers to retire
The group will now be conducting a formal search for a new Group General Counsel, who will be a member of the Group Executive Committee.
10/19/2018
Hassium taps private banking veteran following CIO exit
Hassium founder and chief executive Yogi Dewan said: 'We are delighted to welcome Paul to the team.
10/19/2018
Ex-Citi PB gatekeeper resurfaces at HSBC Private Bank
She is involved in putting together a recommended list of strategies and creating model portfolios for use by HSBC private bankers.
10/19/2018
STEP elects Vistra Partner as Worldwide Chair
He has been a member of STEP since 1994 and has held numerous leadership roles within STEP over the years.
10/19/2018
Senior UBS infrastructure banker departs after 24 years
Steven Wirth leaves the Swiss group to 'pursue opportunities outside of banking
10/19/2018
HSBC Private Bank recruits Coutts and SLA directors in hire spree
A number of senior fund analysts have also been recruited.
10/18/2018
Citi Hires UBS Banker For Taiwan
She will be responsible for growing Citi's with ultra-high net worth individuals from Taiwan and manages teams based in both Hong Kong and Singapore.
10/18/2018
EFG Replaces Top Lawyer
He replaces Vittorio Ferrario, the current compliance boss, who is leaving.
10/18/2018
SS&C GlobeOp names new Country Head in Luxembourg
Prior to joining SS&C, Haggart worked with EY for nine years in Luxembourg
10/17/2018
Wells Fargo Asset Management Announces Key Hires for its International Distribution Team
The additions highlight WFAM’s strategic plans for its international business, where it sees tremendous opportunities to grow and enhance its service to clients.
10/17/2018
SocGen Sends Heavyweights to China
De La Marnierre will help boost SocGen's franchise in China as well as chaperone Chinese clients abroad.
10/17/2018
Wealth boutique Dolfin hires Hassium CIO
The hire comes one month after that of Nick McCall, the former chief executive of Hay Hill Wealth Management, joined the business as head of wealth management.
10/17/2018
Wilmington Trust Announces Leadership Appointments in Wealth Management Division
Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.