01/04/2017
Adam & Co rehires veteran as private banking director
'I have over 26 years’ experience in private banking, and am looking forward to returning to where it all started for me, back at Adam & Company,’ said Cowan.
Executive Moves
01/04/2017
JM Finn creates CFO role
The CFO function was previously within chief executive Steven Sussman's remit.
01/04/2017
Fried Frank boosts Asset Management Group
He will also advise clients on investment and financing transactions, with an emphasis on international and other complex transactions.
01/04/2017
Trust and fund services firm appoints new London MD
He is a highly experienced business leader, having successfully developed businesses within the high net worth wealth management sector across Africa, Asia, Russia and the Middle East.
01/04/2017
Credit Suisse appoints new Singapore CEO, makes other management changes
Mr Low remains co-head of IBCM in Asia Pacific.
01/04/2017
Eaton Vance Advisor Institute Expands Team
He has previous experience as a business strategist, portfolio manager and equity analyst, and as a registered representative.
01/04/2017
Credit Suisse Makes Senior Management Changes in Singapore
He will also work with the Corporate Functions to ensure that the requisite governance and control framework is in place for the bank’s business in Singapore.
01/04/2017
RBS International appoints new Head of Funds as part of its growth plans
He is now expanding the business to support customers in Luxembourg, with a new banking licence for RBS International recently secured, and the branch expected to be operational in March 2017.
01/04/2017
Strategy chief quits Zurich Insurance
Zurich did not comment on the reasons for Gienal's exit and Gienal did not respond immediately to an emailed request for comment.
01/03/2017
Cantor Fitzgerald appoints new president amid growth push
He is the former Co-Chief Executive Officer of Deutsche Bank and has been a leader in the financial services industry for over three decades.
01/03/2017
Webster Private Bank names two as wealth managers
The two men are featured in the December issue of Connecticut Magazine.
01/03/2017
Management Reshuffle at Indosuez
He joined Banque Indosuez in 1992 as marketing officer and wealth structurer before becoming relationship manager in 1995 and spent 10 years in various management roles within the commercial department of IWM in France.
01/03/2017
Christie's names new CEO
On the recommendation of Patricia Barbizet and with the full support of the Pinault family, the Board has appointed Guillaume Cerutti as Chief Executive Officer. Mr. Pinault assumes the role of Chairman of the Board and Mme. Barbizet is appointed Vice Ch
01/03/2017
Tilney Bestinvest appoints Chairman
In 2004 he joined Lazard & Co. as Vice Chairman and from 2011 served as Senior Adviser.
01/03/2017
HSBC Private Bank Prioritises Indonesia Adds Senior Hires
The Appointments of Lim Chee Kong, Chay Hong Leng and David Ng are effective from 3 January 2017.
01/01/2017
Harneys begins 2017 with eight new partners
Harneys has announced the promotions of eight lawyers who will become partners in the firm as of 1 January 2017
12/29/2016
UBS fires top Connecticut broker Phil Fiore Jr. for multiple violations
Wirehouse claims adviser failed to inform it of outside business activities
12/29/2016
$1B Morgan group loses adviser to Oppenheimer
Koris is seen as promising financial planner with connections to Boston's medical community.
12/29/2016
$230M Wells Fargo team grabbed by Raymond James
Grossman is an industry veteran, whose career goes back to 1988 when she joined Kidder, Peabody, according to FINRA BrokerCheck records.
12/28/2016
Swiss Banker Departures in 2016
The long-standing Chief Executive of Private Bank had planned his departure years ago