Managers of Wealth

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.

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.

Webster Private Bank names two as wealth managers

The two men are featured in the December issue of Connecticut Magazine.

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.

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

Tilney Bestinvest appoints Chairman

In 2004 he joined Lazard & Co. as Vice Chairman and from 2011 served as Senior Adviser.

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.

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

UBS fires top Connecticut broker Phil Fiore Jr. for multiple violations

Wirehouse claims adviser failed to inform it of outside business activities

$1B Morgan group loses adviser to Oppenheimer

Koris is seen as promising financial planner with connections to Boston's medical community.

$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.

Swiss Banker Departures in 2016

The long-standing Chief Executive of Private Bank had planned his departure years ago

New marketing leadership for Cayman Islands in Europe

These idyllic Caribbean islands offer European visitors a relatively undiscovered paradise.

Argentina finance minister axed on economic uncertainty

Although a contraction of as much as 2 per cent is expected for 2016, most economists expect growth of about 3 per cent in 2017.

Former Wells Fargo exec joins U.S. Bank as head of wealth management products

She replaces Ann Senne, who left for another firm last month, according to U.S. Bank.

Netwealth secures private label partnership

Securinvest also benefit from the investment expertise of Zenith Investment Partners.

Credit Suisse Planning About 900 Swiss Job Cuts Next Year

Switzerland is a major plank in Thiam’s plans to increase profitability by scaling back investment banking in favor of wealth management activities

DHR International Expands Financial Services Practice

Other positions include intermediary, subadvisory, third party and key account managers.

Ballentine Partners taps Saloranta as COO

Anja Saloranta, Chief Operations Officer, joined Ballentine Partners in early November.

Sanlam names chairman

The company said Motsepe would stay on as deputy chairman.

Executive Moves