05/02/2018
Intertrust makes three senior promotions
Intertrust currently employs more than 370 people in its Jersey office and invests significantly in employee training and development.
Executive Moves
05/02/2018
Northern Trust Names New Texas Wealth Chief
Lewis will remain president of the Houston business in addition to his new role as regional managing director for the whole state, effective June 1, the company says.
05/02/2018
KPMG Adds Abhijit Rawal As Wealth Management Partner
Abhijit will work with colleagues from across KPMG’s advisory practices to help firms with their growth, deals and overall strategic and digital agenda.
05/02/2018
Economist and investment pro Sara Walker joins BMO Wealth Management in Milwaukee
BMO said Walker will spearhead its wealth and investment strategies for Wisconsin, Minnesota and northwest Illinois.
05/01/2018
Sédar Piller appointed head of SYZ Independent Asset Managers in Zurich
In addition, the office has grown with the recruitment of two experienced advisers, Iwan Graf and Samuel Thébault, who join Sédar Piller.
05/01/2018
Barings appoints Head of Global Macroeconomic and Geopolitical Research
An experienced investment professional, Dr Smart spent six years as a senior policy maker for international economic affairs in the Obama administration.
05/01/2018
Rathbone appoints director to head private client wealth
Stockton will retain his current responsibilities until a handover process is complete to ensure a smooth transition.
05/01/2018
Calamos Wealth Management Adds Nancy Velez to Client Support Team in South Florida Office
Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America
05/01/2018
Why One Top Female Advisor Left New York & Goldman Sachs For A Wealth Management Gig In Aspen
She describes the job working for Blankfein as mini- crash course in how to run a financial firm.
04/30/2018
Laura Esposito to Join Rockefeller Capital Management as Head of Institutional Distribution
Esposito was most recently a senior vice president and co-head of global sales and marketing for TT International, a UK-based investment manager.
04/30/2018
Ogier counsel recruitment launches insurance and private wealth services
Under Eva, Ogier's Luxembourg office will expand its established investment funds, corporate and finance services.
04/30/2018
Lockhart Capital hires Tilney planning director
She is a qualified financial planner, a member of the Personal Finance Society and has worked in financial services for 30 years.
04/30/2018
Northern Trust Wealth Management Announces Texas Leadership Succession
Beginning his career as a financial advisor, he joined Northern Trust in 2005 as a Wealth Advisor.
04/30/2018
Leading offshore law firm announces three new partners in Guernsey
This is a great boost to our established Guernsey team and it further strengthens our ability to offer a seamless, multi-jurisdictional service to clients from our unique Crown Dependency network.
04/30/2018
Morgan Stanley Hires $2 Million Team from UBS
What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.
04/30/2018
BMO Wealth Management names Minnesota director
BMO Wealth Management's clientle is primarily high net worth individuals and families.
04/27/2018
Rothschild & Co announces management appointments
Rothschild and Co Gestion is the entity responsible for the overall management of the Rothschild & Co group.
04/27/2018
Brewin Dolphin shocks analysts with departure of finance director
The company said its board has already started a search for a permanent replacement for Westenberger, who had been finance director at Brewin Dolphin for five years.
04/27/2018
Former Schroders CIO and ex-Fidelity trust head join Artemis committee
Brown formerly CIO of Schroders
04/27/2018
Raiffeisen Clears Out Board
The move comes as Zurich prosecutors investigate Vincenz for what they suspect is a series of bad faith deals in which he may have personally enriched himself alongside the bank's business.