09/18/2018
HSBC Names New Wealth Head
He was appointed a Group Managing Director and joined the Group Management Board in October 2013.
Executive Moves
09/17/2018
Brown Shipley hires Chartered Planner as client director
Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.
09/17/2018
Credo recruits to focus on Fund Distribution
Credo is seeing growing demand for its newer UCITS funds, the Credo Global Equity and Credo Dynamic funds.
09/17/2018
Mirabaud Bulks Up in London
She replaces Paul Boughton
09/17/2018
Zurich boutique expands team with PM hire
It has also teamed up with Von der Heydt Invest to offer a Sentiment Sicav Europe 600 fund.
09/14/2018
UBS Veteran Defects to U.S. Giant
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.
09/14/2018
Dolfin appoints new head of wealth management
McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.
09/14/2018
Swiss bank taps Basler's Lachappelle as chairman
Financial market supervisor FINMA said in June it had found serious breaches at Raiffeisen in a probe related to fraud allegations against former CEO Pierin Vincenz.
09/14/2018
Lotus appoints former Jaguar Land Rover boss as new manager
Phil Popham has left leading yacht firm Sunseeker to spearhead the revival of Lotus
09/14/2018
Goldman Names New President, CFO as Blankfein Prepares to Exit
The bank is reshuffling its leadership as Lloyd Blankfein prepares to retire as chairman and CEO at the end of this month.
09/14/2018
New office head joins Canaccord Genuity Wealth Management after seven years at Brooks
He was head and chair of Brook’s international equities committee.
09/13/2018
BNY Mellon Wealth Management Names Michael M. Rubenstein as Wealth Director in Naples, Florida
Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale.
09/13/2018
Broadridge Announces next CEO
Prior to joining Broadridge, Mr. Gokey was President of the Retail Tax business at H&R Block
09/13/2018
EFG International strengthens management teams
Today’s appointments clearly demonstrate that we are continuing to drive forward the combined business, strengthening our management teams across geographies and transforming EFG into a leading Swiss private bank.
09/12/2018
Crux launches UK special situations fund for Penny
Penny, who joined Crux in June, will 'substantially' co-invest in the fund.
09/12/2018
BNY Mellon Wealth Management Names Michael Doucette as Wealth Director in Denver, Colorado
Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.
09/12/2018
Close planner becomes family office's seventh 2018 hire
May has 13 years’ industry experience, having started his career at Fidelity in 2005.
09/12/2018
Wealth adviser hires ex-City CFO to oversee growth plan
The firm is also issuing share options to all of its staff
09/12/2018
Smith & Williamson adds 14 partners to its ranks
They are all instrumental to our relationship-led approach of putting clients first
09/11/2018
Invesco Perpetual veterans Parks and Newman to retire
He has headed up the firm's Asian equities division since 2004, and has grown the franchise to be one of the biggest Asian asset managers globally with £13.2 billion of assets.