02/15/2017
CS Bolsters China Leadership
A core part of his remit as China CEO will be to deepen relationships with the most important entrepreneurs and corporate clients in China, and to generate revenue growth.
Executive Moves
02/15/2017
Old Mutual Wealth hires non-execs from Aviva and EY
I am delighted to announce three strong non-executive appointments to the Old Mutual Wealth Board.
02/15/2017
Advisors Managing $460 Million Leave Morgan Stanley for Raymond James
Having worked for over 20 years with the major Wall Street firms we ultimately realized that bigger isn’t always better.
02/15/2017
IA names Schroders man as chair
Our industry is experiencing a period of significant change and it is important we work together to ensure we meet our responsibilities to clients and deliver value to them over the long-term.
02/14/2017
C. Hoare & Co chiefs to depart after Cazenove deal completes
The sale of C. Hoare’s wealth management arm by Cazenove was first announced back in October 2016.
02/14/2017
Qatar Shareholder Leaves Credit Suisse Board
Credit Suisse didn't give a reason for the departure of the Qatari representative.
02/14/2017
Stenham Wealth Management Makes Strategic Hire
He will build business relationships with high net worth individuals.
02/14/2017
New appointment in Cayman private client and trusts team
He has particular expertise in resealing foreign grants in the Grand Court of the Cayman Islands.
02/14/2017
Change of leadership at LGT in Liechtenstein
He was appointed a member of the Executive Board and in October 2008, became Deputy CEO.
02/14/2017
RBC Appoints New Head Of Wealth Management - International
He will succeed Stuart Rutledge, who will be taking on a new leadership role with RBC in Toronto, Canada.
02/14/2017
Vistra Fund Services Jersey appoints Director
Carruthers brings a wealth of corporate and funds knowledge, obtained during a 15 year career in both the onshore and offshore financial services industry.
02/13/2017
Close Brothers hires investment director from Brewin Dolphin
This follows the recent appointment of Matthew Heappey from Axa Life Invest in September
02/13/2017
Brooks Macdonald recruits HSBC veteran
James Surcouf has joined the firm’s Jersey office, where he will work as an investment manager.
02/13/2017
ANZ appoints wealth CIO
He is a proven investment manager with significant experience and the advantage of already being known to partners and customers.
02/13/2017
NWF Advisory Group Elects Daniel Farid Yasharel as a Senior Partner
His client base includes professionals in the field of healthcare, small businesses, charitable foundations, key executives of publicly traded corporations, and partners of major law firms.
02/12/2017
Credit Suisse Hires Hong Kong Private Bankers
Pauline Or joined Credit Suisse in January to cater to clients in the Hong Kong Market.
02/10/2017
Citizens Bank hires Jancsy as director of private wealth advisor group
Citizens Private Wealth Management has Wealth Advisors throughout New England, Mid-Atlantic and Midwest Regions serving the needs of investors.
02/10/2017
Indosuez Builds Hong Kong Team
Indosuez Wealth Management recently calibrated its Asian leadership with the appointment of a Chief Executive Officer for Asia and a Commercial Head of Indosuez Wealth Management, Asia.
02/10/2017
Natixis appoints former Goldmans man as head of asset management
He joined Goldman Sachs in Paris in the investment banking division and was promoted to partner in 2004.
02/10/2017
Intrinsic finance director steps aside
Sharkey has worked at Old Mutual Wealth for more than 20 years.