09/07/2017
SEI adds to UK private banking management team
The SEI Wealth Platform is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs and business process expertise.
Executive Moves
09/07/2017
UBS WM appoints director and head of Zurich region
He joined the firm in 2007, and over the past 10 years held several key roles in the executives, entrepreneurs and lawyers, trustees and notaries divisions.
09/07/2017
Managing partner of Vaduz adviser steps down
I am extremely happy to have found one who I have known for several years
09/07/2017
Former Credit Suisse selection head joins UBS
He will serve as head of wealth management client coverage for Switzerland.
09/06/2017
Russell Investments hires new CEO from William Blair
She succeeds Len Brennan who will serve as chairman of Russell Investments through the end of 2017, after which time he will become a strategic advisor to the firm.
09/06/2017
BMO Global Asset Management makes senior appointment
He was head of institutional clients continental Europe since 2014.
09/06/2017
Falcon Private Bank swaps out chairman, CEO
I have been honoured to work with my colleagues at Falcon Private Bank.
09/06/2017
Close Brothers hires managing director from Rathbones
Martin Andrew, chief executive, said: 'We are thrilled that Tim is joining CBAM to help lead an exciting new phase in our growth."
09/06/2017
Alvarez & Marsal Expands Financial Industry Advisory Services Practice And Wealth Management Offerings
Industry veteran Michael Henry O’Keefe joins as a Senior Director in New York
09/05/2017
PwC strengthens foothold in Asia Pacific
Our PwC Asia Pacific collaboration will enable us to align in a stronger manner as we execute on our purpose to build trust and solve important problems.
09/05/2017
RBC Wealth Management-U.S.has scooped up another wirehouse veteran
A Wells spokeswoman did not return a request for comment.
09/05/2017
Senior Departure at Private Bank
The new role recognised the significance of the Southeast Asian market segment for the U.K. headquartered banking group.
09/05/2017
You're hired! 20 top wealth and fund moves in August
At least eight people based in various regions left Barclays.
09/05/2017
Lombard Odier appoints duo to expand UK business
Samuel previously spent 13 years in the London and Geneva offices of JP Morgan
09/05/2017
Head of portfolio management exits Zug boutique
Hedge funds and CTAs had poor performance lately
09/04/2017
Hargreaves Lansdown founder takes the plunge
Hargreaves was a prominent backer of, and donor to, the campaign for the UK to leave the European Union.
09/04/2017
ABN AMRO appoints new Chief Innovation & Technology Officer
Next step will be submission for approval to the regulators of the intended appointment of Mr Bornfeld.
09/04/2017
Credit Suisse hires Hallak as EMEA vice chairman in IBCM
Responsible for developing the bank’s business in France and working with major European clients in energy.
09/04/2017
CEO Change at Asset Manager
He moved to the asset management business in 2004 as Vice President and Head of Asset Management Operations in BNP Paribas Mutual Fund India.
09/04/2017
Private Banker Joins Crypto Firm
He remains honorary chairman as well as a shareholder.