10/02/2017
JP Morgan Private Bank hires Edmond de Rothschild MD
He was head of investment advisory in London for Barclays.
Executive Moves
10/02/2017
Private Client and Funds business appoints new Global private client Head
Meet the needs of private and corporate clients seeking high quality, regulated trust services in one of Asia’s premier financial centres.
10/02/2017
HSBC awaiting approval for new CEO appointment
Gulliver has set out his intention to retire at the end of 2018
10/02/2017
Fledgling private office hires Lord North Street director
He held the same role at Sandaire before leaving it for Wren.
10/02/2017
Schroders appoints CEO of Schroder Adveq
Prior to that Reto was a partner and member of the executive board at Partners Group.
10/02/2017
Geneva wealth manager CIO exits for fintech firm
In Switzerland most banks are already providing data via APIs.
09/29/2017
Charles Stanley hires ex-Standard Life Asia boss as non-exec
She is also a member of Aviva’s independent governance committee and chair of the oversight board at Woodford Investment Management.
09/29/2017
BNY Mellon Wealth Management Appoints New Regional President in Newport Beach Office
She earned a master of business administration from Pepperdine University.
09/29/2017
Massachusetts’ XS Brokers Hires Buccinna to New York Office
He managed all aspects of marketing and distribution of the Westchester wholesale exclusive products in the Boston region.
09/28/2017
Standard Chartered has just hired a senior banker from DBS
Prior to DBS Shetty was at ANZ in Singapore for three years as an NRI team head
09/28/2017
Unigestion further strengthens its presence in the UK
He brings a wealth of asset management experience to the Unigestion team, having been in the industry for over 22 years in both direct investment and sales roles.
09/28/2017
Head of distribution exits listed platform
Prior to joining HUB24, Gillett was head of strategy and business development at FuturePlus Financial Services.
09/28/2017
St Gallen bank hires Credit Suisse banker amid restructure
Who was previously head of Zürichsee region at Bank Linth.
09/27/2017
Highvern sets up Family Office Services team
She has also served as Chief Trust Officer at Coutts since 2014, having spent her earlier career at Appleby, latterly as a Partner.
09/27/2017
Former UBS Banker Back at HSBC
HSBC Private Bank earlier this month said that Sandeep Sharmao decided to leave the bank to pursue other opportunities.
09/27/2017
BNP Hires From Citi for Asian Wealth Role
Based in Singapore, she will report to Arnaud Tellier, head of investment services, APAC.
09/27/2017
Barclays hires HSBC veteran to head private bank
The hire was in line with the strategy of Barclays International to deliver future growth
09/27/2017
Man FRM taps next CEO
Michael will join Man Group’s Executive Committee, in addition to continuing to lead Man FRM’s Management Committee.
09/27/2017
Two UBS managing directors have quit to reinvent themselves as fintech investors
He’s just teamed up with Juan Rodriguez Andrade, the former head of equity-linked transactions at the bank who left in September last year
09/27/2017
Raymond James names Jim Bunn co-president of global equities
Currently, Bunn is head of investment banking, and in his new role he will work with president Jeff Trocin.