03/01/2017
Rich Uncles Launches New Wealth Management Division
Watt comes to Rich Uncles with decades of experience providing real estate investment advice to high net worth and institutional investors.
Executive Moves
03/01/2017
UBS ECM operative Dane FitzGibbon to leave bank
He was promoted to managing director at the Swiss bank in 2011.
02/28/2017
JTC Fund Services Names Essoo, Mouftaou To Senior Positions
A specialist in helping firms with complex, multi-jurisdictional corporate and fund solutions, Daniel has considerable experience in private equity and emerging markets.
02/28/2017
St James's Place boss David Bellamy is stepping down after 26 years at the wealth manager
He will remain with the firm in an "advisory capacity" and take on the role of non-executive chairman of St James's Place's new international operations.
02/28/2017
New Wealth Team at Credit Suisse
In addition, a new Private Label Fund (PLF) team will be set up under the Wealth Planning Services team.
02/28/2017
Fiduciary Trust Company Expands Investment Team
We are excited to welcome both Rick and Peter to our client team
02/27/2017
Barclays to confirm Cheshire as UK chairman
Barclays will announce the appointment of Sir Ian Cheshire as the chairman of its new ring-fenced bank on Monday
02/27/2017
BNP Paribas Investment Partners appoints new Senior Market Strategist
He will be based in London and will report to Colin Graham, CIO for Multi Asset Solutions and Head of Active Asset Allocation.
02/27/2017
Schroders poaches Henderson's director of multi-asset research
He will strengthen the team’s research capabilities, as well as add to the oversight of security selection, asset allocation and portfolio construction.
02/24/2017
Swiss bank J Safra Sarasin appoints new head of Lugano branch
Botta has over 30 years of experience in international wealth management and has held various positions at different Swiss banks.
02/24/2017
JPMorgan reshuffles management on three funds
A spokeswoman for JPMorgan also confirmed he is no longer managing the JPM US Technology Sicav.
02/24/2017
Canaccord Genuity Wealth Management Appoints New Business Development Director
A highly experienced business developer, David has over 17 years' experience as a wealth management professional and joins Canaccord Genuity Wealth Management from Brooks Macdonald International.
02/23/2017
Barclays reinforces its Private Banking business in Monaco
This appointment further cements our commitment to grow the Monaco Business.
02/23/2017
Intertrust appoints Jersey MD
He will oversee the establishment of the Intertrust brand in Jersey and build on the firm’s market-leading position in the fiduciary services sector.
02/23/2017
Bank strengthens presence in Lugano Roberto Botta joins J. Safra Sarasin as new Branch Manager for the Lugano Office
He will be supported by two Deputies, Pascal Paltenghi, with Bank J. Safra Sarasin since 2006
02/23/2017
Lombard Odier Hires Ex-Fidelity Fund Executive
He was head of sales in Zurich for Fidelity for two and a half years.
02/23/2017
Ex-Morgan Stanley FA Stops Trying to ‘Move Big Boulders’ over ‘Tiny Glacier’
Over the course of his three decades in wealth management, Sherman has also worked at Merrill Lynch and UBS.
02/22/2017
Praemium board terminates CEO
The board also acknowledged Ohanessian left Praemium in good shape and referred to his contribution to the group as instrumental.
02/22/2017
JPMorgan Private Bank names new head of UK and Nordics markets
Head of HSBC Holdings Plc's private bank investment group.
02/22/2017
UBP appoints Singapore COO
We have taken the opportunity to adjust our operating model in the region by appointing local chief operating officers for our Hong and Singapore branches.