09/19/2017
Standard Chartered Adds Another Banker to Greater China Team
Ho, with 25 years of banking experience, has been focused on private banking in the North Asia region for the past 18 years.
Executive Moves
09/19/2017
UBS has recruited a senior private banker from Standard Chartered
Lo was at Standard Chartered for two years and eight months
09/19/2017
Baird Adds boosts Chicago Wealth Management Office
Marchal brings nearly 25 years of industry experience to Baird.
09/19/2017
Wealth manager makes two appointments in Edinburgh
He was previously a senior investment sales manager at Legal & General Investments.
09/19/2017
RBC grabs $350M team from Merrill Lynch
The team cited RBC’s corporate culture as a primary reason why they made the move.
09/18/2017
GAM unveils equity income fund for ex-Artemis star
Adrian has 20 years of investment experience
09/18/2017
Manulife Creates New Wealth Role
Over his career he spent eight years in the Asian region.
09/18/2017
Falcon Private Bank Has Found a New Chairman
He is deputy chairman of the Lugano Commodity Trading Association as well as board member of the Ticino Chamber of Commerce.
09/18/2017
RBC Wealth Management strengthens Asia leadership team
Royal Bank of Canada, has made a number of senior appointments to its private wealth management leadership team.
09/18/2017
ZKB Hires for Vienna Office
The Swiss bank now employs about 90 bankers at its two Austrian offices in Vienna and Salzburg.
09/15/2017
TMF Group names Consultancy Solutions President
No matter the size or location of the issue, TMF Group’s Consultancy Solutions, with its roster of on-call, problem-solving consultants, will take on and resolve these struggles for our clients.
09/15/2017
BNY Mellon Wealth Management Taps Industry Veteran
Lisa Mullaney to lead efforts to further cultivate firm’s client base and offerings in the region
09/15/2017
WH Ireland’s deputy WM head departs
The firm, which has £3.1 billion in assets under management, also reported an operating profit of £374,000.
09/15/2017
Wealth boutique takes another Brewin investment manager
The pair will work alongside Christopher Morley, Dominic Curran and Harry Marsh, who run £750 million in assets in the Bridgnorth branch.
09/15/2017
OCBC's Private Banking Arm Hires Executive Director From UBS
She was with First State Investments from 2010 through to 2013 where she was a senior investment analyst.
09/15/2017
Credit Suisse Spokesman Quits Job
The company’s communications staff is being streamlined, very much in keeping with the directions of CEO Tidjane Thiam.
09/14/2017
DBS Adds to Digital Wealth Team
He will also develop and execute a blueprint for robust, scalable and cost effective investment product order management platforms.
09/14/2017
Standard Chartered PB Continues Hiring Momentum
He was managing director and team head for Greater China at HSBC Private Bank.
09/14/2017
Chubb announces new HNW personal insurance business head in Europe
In her earlier Chubb career she held a variety of underwriting positions before becoming European Underwriting Centre Manager (Personal Lines).
09/14/2017
Geneva private banking firm names new partner
The Swiss national is based in Zurich, where he leads a team of 13 and is an expert in Russian and other CIS markets, with more than 20 years’ experience serving that clientele.