02/13/2017
Brooks Macdonald recruits HSBC veteran
James Surcouf has joined the firm’s Jersey office, where he will work as an investment manager.
Executive Moves
02/13/2017
ANZ appoints wealth CIO
He is a proven investment manager with significant experience and the advantage of already being known to partners and customers.
02/13/2017
NWF Advisory Group Elects Daniel Farid Yasharel as a Senior Partner
His client base includes professionals in the field of healthcare, small businesses, charitable foundations, key executives of publicly traded corporations, and partners of major law firms.
02/12/2017
Credit Suisse Hires Hong Kong Private Bankers
Pauline Or joined Credit Suisse in January to cater to clients in the Hong Kong Market.
02/10/2017
Citizens Bank hires Jancsy as director of private wealth advisor group
Citizens Private Wealth Management has Wealth Advisors throughout New England, Mid-Atlantic and Midwest Regions serving the needs of investors.
02/10/2017
Indosuez Builds Hong Kong Team
Indosuez Wealth Management recently calibrated its Asian leadership with the appointment of a Chief Executive Officer for Asia and a Commercial Head of Indosuez Wealth Management, Asia.
02/10/2017
Natixis appoints former Goldmans man as head of asset management
He joined Goldman Sachs in Paris in the investment banking division and was promoted to partner in 2004.
02/10/2017
Intrinsic finance director steps aside
Sharkey has worked at Old Mutual Wealth for more than 20 years.
02/09/2017
New GM for The Ritz-Carlton, Bahrain
He opened the famous DAS Stue hotel in Germany.
02/09/2017
Openwork hires Toni Meadows for discretionary launch
Meadows joins as head of investment.
02/09/2017
Tilney hires new Chief Investment Officer
After the successful integrations of 2016, this is very exciting time to be joining Tilney.
02/09/2017
UBP Snags Top CIC Banker for Hong Kong Job
Kiefer joins from CIC, where he has been the French bank's risk and credit officer, also in Hong Kong, for the last two and a half years.
02/09/2017
Rowan Dartington replaces COO for growth push
Cooper, who is becoming commercial director will be responsible for the inorganic expansion of the business.
02/08/2017
Canaccord Genuity Wealth Management Appoints New Chief Investment Officer
He will also work to maximise the potential of Canaccord Genuity's proprietary and industry-leading stock screening tool, Quest.
02/08/2017
UBP Bolster's Indonesian Business
He began his wealth management career at Citi in Indonesia.
02/08/2017
David Collum is promoted to Senior Managing Director, Wealth Operations & Delivery, Private Wealth Management at Peapack-Gladstone Bank
David also served on the integration executive committee of the Mellon and Bank of New York Private Wealth merger team.
02/08/2017
UBS hires veteran Gelber to lead tech push
He will become a managing director and head of the technology, media and telecommunications TMT group
02/08/2017
HSBC appoints new CEO for its island operations
Tracy joined HSBC in June 2012, having spent 10 years at Banco Santander.
02/07/2017
Why robo advisers are looking to former magazine editors for the human touch
Wealthsimple and Ellevest believe in the human touch
02/07/2017
Brown Shipley bucks trend by axing linkers
Mr Brandreth reduced a position in the L&G All Stocks Index Linked Gilt Index Trust, shifting it to the more conventional L&G All Stocks Gilt Index Trust vehicle.