09/13/2018
Broadridge Announces next CEO
Prior to joining Broadridge, Mr. Gokey was President of the Retail Tax business at H&R Block
Executive Moves
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.
09/11/2018
Family Office Exchange Establishes a CEO Advisory Board to Help Shape Strategy for the Future
Families are facing many challenges as they begin to adopt an Enterprise mindset, and this can include concerns around family unity, monitoring and managing new opportunities and risk, leadership transitions, and enterprise governance.
09/11/2018
Experienced Chicago Wealth Management Team Joins RMB Capital
The team was most recently at Calamos Wealth Management, where they all served in senior roles.
09/11/2018
Brown Shipley appoints director in double London hire
Conway has over 30 years’ industry experience and specialises in the Middle East and North Africa market.
09/11/2018
Close Brothers makes key HNW investment hire from Rathbones
Oliver Harvey brings with him 19 years of experience of managing investments.
09/11/2018
J Safra Sarasin hires MD from Deutsche Bank
Mary Lee has joined Bank J Safra Sarasin’s ultra-high-net-worth team as managing director for client advisory, based in Singapore.
09/11/2018
Citi Private Bank appoints Philippines’ global market manager
The majority of bankers serving clients in this region are based out of Singapore.
09/11/2018
WH Ireland appoints head of compliance and risk
WHIreland has appointed the highly experienced Susan Brooksbank, as the group’s Head of Compliance and Risk. This appointment comes at a crucial time, as regulatory demands on firms continue to increase and WHIreland looks to build on its current po
09/10/2018
Appointment of Jérôme Lambert as Group Chief Executive Officer
As first amongst equals, he will work in partnership with his fellow senior executives on the Board
09/10/2018
Alibaba's Jack Ma to hand chairman's role to CEO Daniel Zhang next year
His retirement as executive chairman will coincide with his 55th birthday.
09/10/2018
Shaw and Partners beefs up wealth advisory team
Sources said Kerkvliet, who also had stints at UBS and Merrill Lynch, manages about $100 million in assets.
09/10/2018
RBC Wealth Management appoints Trust Director
In his new role, Martyn has responsibility for a portfolio of high-net-worth clients and the oversight and administration of new clients.
09/10/2018
Kleinberg Kaplan adds private client partner
James joins the firm from Seddons, where he was Head of the Private Wealth team.