04/28/2016
Morgan Stanley's Chief Admin Officer For Wealth Unit Retires -Memo
Morgan Stanley's chief administrative officer for its wealth management division, Lisa Golia, has retired.
Executive Moves
04/28/2016
Julius Baer poaches Adam & Co director
Elsewhere, Paul McCafferty, who joined Julius Baer at the beginning of 2016 from Barclays Wealth has been named as deputy head of relationship management.
04/28/2016
Former Kleinwort Benson CEO appointed chair of struggling private bank
She was also a founding partner of Beaumont Capital Management and chief executive of Schroders Private Banking and Lombard Odier (UK).
04/27/2016
Vontobel WM adds another ex-CTBC banker to Hong Kong office
In this newly created role, Ho will report to Alex Fung
04/27/2016
Credit Suisse Poaches UBS Wealth Management Team in Mexico
Swiss bank boosts its relationship manager division as it targets emerging market entrepreneurs
04/27/2016
Sanne appoints Global Head of Private Clients
He joins SANNE from RBC Wealth Management
04/27/2016
Banque de Luxembourg Investments strengthens its multi-management team
“Following new recruitments in the past few years, mainly in the equities and fund distribution teams, we have also decided to strengthen our fund selection team”, says Fanny Nosetti, Head of BLI’s multi-management.
04/27/2016
Veteran private banker exits Standard Chartered
Asian Private Banker has learnt.
04/27/2016
GAM expands UK regional sales team
Tony will report to Douglas Branson, Head of UK Regional Distribution, GAM.
04/27/2016
Psigma hires UBS's head of charities
He was previously head of charities at UBS.
04/27/2016
Lombard Odier IM has strengthened its German and Austrian sales team
He joins from Vontobel Asset Management where he covered German institutional clients as a client service manager.
04/27/2016
Ex-Cofunds boss moves to Platform One
He was also the first chief executive of the Schroder’s unit trusts business, and was chairman of the Investment Association’s predecessor, the Association of Unit Trusts & Investment Funds.
04/26/2016
Former CEO of Deutsche Bank Americas to join Raymond James
The 35-year industry veteran will focus on client and advisor relationships
04/26/2016
Bsi Says Interim Singapore Head Resigned; Cohn Named Acting CEO
EFG agreed to buy BSI in February from Brazil’s Grupo BTG Pactual SA, in a 1.33 billion Swiss-franc ($1.36 billion) transaction that will create Switzerland’s fifth-largest private bank.
04/26/2016
Schroders said to make changes at board level
Schroders is preparing to refresh its board with two new non-executives this year as part of an olive branch to investors concerned about the unorthodox decision to appoint the wealth firm’s long-standing chief executive Michael Dobson as chairman.
04/26/2016
7IM poaches Nutmeg's Bungey for COO role
7IM has grown to £10 billion AUM by providing investment services to financial planners in the UK, and has recently expanded its platform functionality with a multi-currency offshore nominee, which is also being integrated with its award winning app
04/26/2016
JHC Systems appoints new head of wealth solutions
His appointment is set to further strengthen our senior management team, and his experience will prove integral to developing and driving our long-term growth strategy forward.
04/26/2016
HSBC Private Bank names South-east Asian head of funds
Law has previously worked at UBS, BSI and Credit Suisse.
04/26/2016
Psigma makes fourth Edinburgh hire of the year
Furthermore, with Scotland being a renowned centre of excellence for the investment management industry our growth is integral to Psigma’s business plan.
04/26/2016
Saxo Bank hires ex Nomura exec Jeff Zorek as COO of Global Sales
Saxo has continued to attract top talent and build its management team with a number of appointments from major financial institutions over the past 18 months.