11/10/2016
HSBC Global Asset Management general counsel leaves for top legal role at World Bank
Before joining HSBC, Okoro was Global General Counsel at Barings.
Executive Moves
11/10/2016
Julius Baer appoints global head of structured products
He succeeds Philipp Rickenbacher
11/10/2016
Hawksford apoints financial services and fin-tech business leader
The appointment underpins Hawksford’s focus on an accelerated growth strategy, which will see the business expand its core corporate, private client and funds service lines while simultaneously introducing additional ancillary services that benefit
11/10/2016
Lexinta Bolsters Asia Expertise
Finn is a proven relationship manager and investment advisor, working with both private and institutional clients alike.
11/10/2016
Raymond James Nabs Merrill Lynch, Wells Fargo and Edward Jones Teams
The team will form a new office in Keene, N.H., with Steward, which uses Raymond James’ platform and support services.
11/10/2016
Temasek's Fullerton Fund CEO leaves firm
Fullerton Fund Management Chief Executive Officer Left
11/09/2016
Citi Private Bank boosts US team
He will be responsible for driving the region's continued growth in Investments and bringing best ideas across managed investments and capital markets to Citi Private Bank’s clients.
11/09/2016
ABN Amro's CFO to become new CEO
The former Dutch finance minister who took over ABN in 2009 after its nationalisation, announced in September his intention to step down.
11/09/2016
Senior appointments for Julius Baer’s private banking team
He focuses on working with local clients and UK-resident, non-domiciled individuals.
11/09/2016
Julius Baer Onboards Laura Hilber to Join Private Banking Team
Laura lands at Julius Baer after a lengthy stint at the UBS Investment Bank
11/09/2016
Wealth manager expands team
He has over sixteen years’ experience in financial services,
11/08/2016
Aldermore chairman to resign to focus on Old Mutual Wealth role
Glyn Jones to focus on chairing Old Mutual's wealth arm
11/08/2016
Sarasin Hires from Julius Baer
He had been a Managing Director since 2010, and was named to the Presidents’ Club in 2014 and 2015.
11/08/2016
Architas hires from SEI for managed portfolio launch
At Architas she will work with advisers to explain the firm’s products and services, with a particular focus on the managed portfolio service.
11/08/2016
Glyn Jones signals exit from Aldermore
Jones has decided to step down from the boardafter his appointment as non executive chairman of Old Mutual Wealth
11/07/2016
BMO Wealth Management Welcomes Brandon Williams to BMO Private Bank
BMO Private Bank provides high net worth individuals, families and organizations, including closely-held and family-owned business.
11/07/2016
Swiss private bank poaches from high fashion
In her role, she will also directly oversee events, publications, editorial content and client experience.
11/07/2016
New financial advisors appointed at Bath-based Epoch Wealth Management
Bath based Epoch Wealth Management has strengthened its growing team of financial advisers with two new appointments
11/07/2016
Quantum Global Adds Ex-Prime Minister of Mali and Leading Swiss Lawyer to its Advisory Board
A corporate governance expert, Dr. Ladner is now an investor and strategic adviser with seats on a variety of Boards.
11/07/2016
Credit Suisse Lures Asia Banker from UBS
Kourteff has managed financial planning teams in North Asia as well as brokers supporting wealth planners and client advisors covering South Asia, according to his LinkedIn profile.