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.
Executive Moves
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.
09/13/2017
Manulife names new head of global wealth and asset management
This the company says, in a press release, will enable it to capture significant market opportunities and take greater advantage of its global scale and talent.
09/13/2017
BlackRock Reshuffles Top Regional, Business Unit Executives
The moves bring fresh blood into the top leadership ranks at BlackRock.
09/13/2017
Lazard Asset Management taps head of U.K. consultant relations
Who was named head of consultant relations at Hermes Investment Management in February.
09/13/2017
Zurich adviser hires ex-UBS bankers for new Israel branch
Baron was previously a deputy CEO at IBI Investment House and was a founder and chairman of the board at IBI Provident Funds.
09/13/2017
Old Mutual Global Investors strengthens DACH distribution team
Huegli joined the business on 1 September 2017 and reports to Dominik Issler, head of DACH distribution.
09/13/2017
Psigma kicks into growth phase with director hire
He has more than 15 years’ experience in the financial services sector.
09/13/2017
Sarasin & Partners appoints Natasha Landell-Mills as Partner
Natasha has 15 years experience in long-term responsible investment, and before moving into finance
09/13/2017
Liontrust appoints non-exec to boost ESG focus
This is a key area of focus and expansion for Liontrust following the completion of our acquisition of Alliance Trust Investments in April 2017 and given our belief in the growing importance of sustainability for consumers and investors.
09/13/2017
Wellershoff Hires Ex-UBS Bankers for Tel Aviv
Baron and Eshel used to work at the Wealth Management division of UBS in Israel.
09/13/2017
European Wealth CEO Morton takes leave of absence
Ismail has been on the board since December 2015
09/13/2017
HSBC's incoming chairman set to face CEO succession questions
Like the chairmanship, HSBC has only ever promoted internal candidates to become its chief executive
09/12/2017
Two Wealth Managers from UBS Join First Republic
Both wealth managers will work with clients to provide portfolio management, retirement planning and other wealth management services to individuals, families, nonprofits and foundations.