04/04/2017
UBS Taps Exec to Head New Sustainable Investing Push
As demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field
Executive Moves
04/04/2017
Triad loses team to Raymond James
An advisory group overseeing about $150 million in client assets switches to the independent broker-dealer at the regional firm
04/04/2017
UBS' Private Banking Guru Departs
UBS tasked him with its so-called wealth lab just over three years ago, to figure out how it could head off digital rivals as a new crop of younger clients emerged.
04/04/2017
J. Safra Sarasin boosts Zurich and Basel teams
We are confident that the foundations are laid out for a successful future.
04/03/2017
UBS Gets Private-Equity Manager for Board
Julie G. Richardson served as Vice Chairman of JPMorgan Chase & Co.’s Investment Banking division
04/03/2017
ZEDRA expands Jersey Funds team with two new hires
The appointments are a signal of intent that we will continue to seek out the very best Trust, Corporate and Fund service professionals to help grow our firm.
04/03/2017
Coutts wealth manager leaves for UBS
Wilson’s departure from Coutts follows a number of senior exits in recent months.
04/02/2017
Redmayne-Bentley hires ex-Charles Stanley man
His experience within the industry is impressive and makes him an ideal addition to our expanding team of investment managers.
03/31/2017
MyState Bank appoints Customer Advocate
She will be responsible for reviewing disputes escalated by MyState Bank
03/31/2017
Premier adds new manager to Optimum Income fund from Schroders
He is expected to join Premier in July 2017 and the duo will take over from Chris Wright, who has managed the fund since 2013.
03/31/2017
Brightstar expands HNW business
The new additions bring the staff numbers to six and further recruitment is expected through 2017 as the new brand builds further market presence.
03/30/2017
Brown Shipley CEO Ian Sackfield to step down
Firm seeking a replacement
03/30/2017
Cantor Fitzgerald Adds Lance Vegna to Lead Global Portfolio Solutions Team
A leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years.
03/30/2017
European Wealth expands London team
Wealth manager European Wealth has announced the appointment of Hugo Evans as its new head of finance.
03/30/2017
Avendus Capital hires Akash Hariani to grow multi-family office biz
He was associated with Kotak Mahindra Asset Management heading the bank channel sales.
03/30/2017
HSBC Private Bank names non-executive director
Also joins the board of HSBC Private Banking Holdings SA.
03/30/2017
JPMAM bolsters UK funds business with hires from Invesco Perpetual and BMO GAM
Hayden was most recently head of internal UK retail sales at Invesco Perpetual while McCall was sales director for the North at BMO Global Asset Management.
03/30/2017
Merrill Lynch shakes up wealth management organization, leadership roles
Two division executives, Don Plaus and Ben Prince, were tapped for new leadership roles and the number of divisions for advisers was cut from 10 to six
03/30/2017
Fiduciary Trust Names Chief Operating Officer
He will be responsible for the overall operations that support Fiduciary Trust’s customized offering.
03/29/2017
Jersey appoints Financial Services, Digital and Competition Chief
The financial services policy framework, the cyber security strategy, the digital policy framework and the regulatory and competition framework review action plan are some examples of current work.