10/12/2016
Julius Baer makes trio of wealth hires
Forrest joins from Davy's Private Client division where he focused on financial and investment advice.
Executive Moves
10/12/2016
Axa Wealth chief to exit amid business sell-off
Kellard was chief executive of Winterthur Wealth Management from 2003 to 2006 when it merged with Axa.
10/11/2016
Ex-Credit Suisse Bankers Join Julius Baer
Has been appointed Team Head for the Philippines market, and will also be based in Hong Kong.
10/11/2016
Credit Suisse hires China investment banking head from UBS - memo
Having joined UBS in 2006, Li's latest role at the bank was deputy head of China in the bank's corporate client solutions department
10/11/2016
UBS said to poach Deutsche Bank's top private bankers in Asia
The moves come after Deutsche Bank separated its asset and wealth management arms in January.
10/11/2016
HSBC Private Bank (Suisse) SA strengthens its Board of Directors
Mrs. Fox and Mr. Koch have also been appointed members of the Board of Directors of HSBC Private Banking Holdings (Suisse) SA
10/11/2016
Close Brothers hires Channel Islands MD
Prior to this, he set up and managed financial services firm Arkle Finance.
10/10/2016
AIB appoints former RBC exec to lead private banking arm
An AIB spokeswoman said they would be voluntary.
10/10/2016
Janney absorbs former Merrill Lynch team
The new team spans three generations, according to a release.
10/10/2016
$800 Million Merrill Lynch Team Joins Janney
The groups will merge and be known as Seaport Wealth Management of Janney Montgomery Scott
10/10/2016
Head of Deutsche Wealth Management in Asia Departs
The worry now for the bank must be that others will follow their leader.
10/10/2016
Swiss private bank Replaces Middle East Head
He has been based in Geneva as head of business management for southern Europe, the Middle East and Africa for the last three years.
10/07/2016
GAM appoints new Group Head of Communications
She will remain on the Group Management Board until the end of October 2016 and support the company in the following months during a period of transition.
10/07/2016
Robert Jenkins rejoint Edmond de Rothschild
As chief brand and marketing officer.
10/07/2016
Merrill Lynch wealth management head stepping down
He rejoined the company in 2009, after serving a stint at Citigroup Global Wealth Management from 2005 to 2009 as head of the Emerging Affluent Client Segment.
10/07/2016
Harwood Wealth elevates Nick Bravery to CFO
He has run the 䠰䥉nance department over the course of that period, including through the IPO of the company in March 2016.
10/07/2016
Bank of America Names Retirement Head Andy Sieg Chief of Merrill Brokerage
Next Head of Merrill Lynch Unit Named
10/07/2016
Standard Bank Offshore legal chief to join Capita arm in risk and compliance role
New Head of Legal Risk and Compliance for Capita Asset Services
10/07/2016
Credit Suisse Said to Cut Equity Staff in Dubai, S. Africa
Europe’s largest lenders have been under pressure to restructure their securities businesses as volatile markets erode revenue
10/07/2016
Shauna Bevan among triple exit in Charles Stanley restructure
The reorganisation has resulted in seven jobs being ‘put at risk’, while seven new roles have been created.