03/12/2019
Merrill Loses Private Wealth Veteran Rogers to Deutsche Bank
A Merrill spokeswoman confirmed Rogers’ departure, and said the unit is searching for a replacement.
Executive Moves
03/12/2019
JB hires from StanChart
Bank Julius Baer has brought over Raymond Li to serve as group head of Greater China.
03/12/2019
European private bank strengthens management team
As of 1 March 2019, HAGIM's management now consists of Burk-hard Allgeier, Thomas Herbert, Wolfgang Kirschner and Christian Wrede.
03/12/2019
HSBC Announces Two New Hires
Tan has more than 17 years of financial markets experience.
03/12/2019
New senior appointment at Clarion Wealth Planning
John is responsible for managing a portfolio of Clarion’s high net worth clients
03/12/2019
Rockefeller Capital Management hires MDs in New York and Dallas
Michael Parker and Michael Armondo each have 25 years of experience in wealth management
03/11/2019
Julius Baer Poaches From Standard Chartered for Greater China Market
He joins Julius Baer with over 20 years of extensive experience in private banking.
03/11/2019
HSBC hires an ultra-high net-worth team to cater for Asia's wealthiest
Private banking in Asia is one of HSBC’s strategic priorities as the lender’s CEO plans to expand in markets from Greater China to Southeast Asia.
03/11/2019
Zug boutique expands team with two hires
Gollino Mitschnigg previously worked at Petiole Asset Management as COO and head of legal and compliance.
03/11/2019
Takumi Shibata to step down as President and CEO of Nikko Asset Management
After six years leading Nikko Asset Management, Takumi Shibata has decided to step down as President and Chief Executive Officer (CEO). Shibata first joined the firm in July 2013 as the Executive Chairman. He then became President and Chief Executive Off
03/11/2019
Wealth manager prepares for US expansion
Kingswood continues to pursue investments across the UK and stated it has a pipeline in excess of £100m under evaluation.
03/11/2019
Investors pick their favourite to replace Fink at BlackRock
Investors rate Rob Goldstein as most likely to be the next chief executive, ahead of Fink’s protege Mark Wiedman
03/08/2019
Frazier Rice Joins Calamos As Senior Wealth Strategist
He will also serve as a consultative resource to colleagues at the firm.
03/08/2019
Head of Intermediaries for Greater China Leaves Julius Baer
Former Julius Baer CEO Boris Collardi joined Swiss private bank Pictet as a partner in 2018. Shortly after, there were rumors in the industry that Pictet cleared its EAM team in Asia just to welcome her.
03/08/2019
Regional bank appoints new member to executive board
He previously worked at UBS.
03/08/2019
Johan van Zyl to quit Sanlam role at its 2020 AGM
Van Zyl previously served as Sanlam’s chief executive from 2003 to 2015
03/08/2019
Former boutique AM head resurfaces at German private bank
Alongside Herbert other members of the management at the firm are Burkhard Allgeier, Wolfgang Kirschner and Christian Wrede.
03/07/2019
Deutsche Bank's EMEA Wealth Boss Plans Management Revamp
That move is likely to include a new leadership structure for the German wealth unit
03/07/2019
Schroders builds out intermediary team with Architas hire
In her most recent role, Anna oversaw the day-to-day operational aspects of the investment team, with responsibility for investment and operational due diligence, product governance, and regulatory change initiatives.
03/07/2019
Natixis appoints head of private bank and family office, Asia Pacific
He also maintains his existing role as executive director, strategic equity transactions overseeing origination in South East Asia.