05/20/2019
Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.
Executive Moves
05/20/2019
Zurich WM welcomes new partner
He becomes Valvest’s sixth partner
05/20/2019
Brown Shipley hires from 7IM for Edinburgh expansion
I am particularly looking forward to working with the existing team as we continue to provide an excellent, bespoke wealth management service to cater to our clients’ needs.’
05/17/2019
Butterfield Announces Management Changes as COO Steps Down
On behalf of the Board of Directors, I would like to thank Dan for his many contributions and wish him the best of luck in his future endeavors.
05/17/2019
Hermes makes key private debt and CLO hire
The private debt team manage UK and European direct lending strategies dedicated to senior-secured loans in the mid-market space.
05/17/2019
Artemis hires fifth member of Kames bond team
Artemis is also set to launch a new Ucits fund.
05/16/2019
Merrill Hires UBS Manager and Former Training Head in New York
Gifford did not respond to a request for comment sent via social media, and a Merrill spokeswoman said she could not immediately comment.
05/16/2019
Rowan Dartington appoints Chief Risk Officer
Mark has over 21 years’ experience in influencing risk culture and managing compliance within large organisations.
05/16/2019
UBS Cuts 150-Plus Support Jobs, News Reports
“There is no specific headcount or role reduction program."
05/16/2019
Close Bros hires HNW MD for Scottish expansion
The appointment follows the recent hires of Andrew Mackintosh-Walker and John Henderson, also as managing directors in Scotland, joining an office with senior Financial Planners.
05/16/2019
Brewin Dolphin expands 1762 team with new appointments
Bentley joins the 1762 from Brewin Dolphin team from Kleinwort Hambros where he was head of Entrepreneurs.
05/15/2019
Green Finance Institute announces first CEO
Lifelong Barclays staffer to become CEO of new sustainable finance body
05/15/2019
DBS announces retirement of long-time CIO
Gledhill will be succeeded by Jimmy Ng
05/15/2019
Indosuez WM appoints veteran as deputy CEO
He will oversee the business development of the Wealth Management activities
05/15/2019
Zurich AM looks to expand team with new PM hire
The manager will be based at the firm’s headquarters in Zurich.
05/14/2019
Wealth manager hires financial planner for Edinburgh operation
Tilney is one of the largest wealth managers in Scotland and one of a handful of firms with an office presence in the nation’s three largest cities: Edinburgh, Glasgow and Aberdeen.
05/14/2019
Zug boutique expands with new hire
Earlier this year, the firm expanded the team with two other hires.
05/13/2019
Appleby announces 2019 senior promotions
Leading offshore law firm Appleby has announced twelve senior promotions across its Bermuda, Cayman Islands, Isle of Man and Jersey offices.
05/13/2019
UBS Loses Half-Billion Team
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Geneva fintech firm appoints ex-Pictet WM CEO to board
Taurus’ board of directors also includes chairman Oren-Olivier Puder, SeĢbastien Dessimoz and Lamine Brahimi.