12/01/2015
The ASPB has a new Deputy Director
Since September 1st 2015, the Association of Swiss Private Banks has a new deputy director in the person of Jan Bumann.
Executive Moves
12/01/2015
Zurich Insurance CEO to Step Down
The Swiss insurer is struggling to revamp its general insurance unit
12/01/2015
Dundee builds out its Wealth Management division
He is a top-level portfolio manager with deep insight in global equities.
12/01/2015
Scotiabank Announces Key Executive Appointment
At Scotiabank, he will be tasked with refining a digital banking roadmap and prioritizing investments and resources to accelerate the Bank's digital transformation.
11/30/2015
Kleinwort boosts discretionary team with Ingenious hire
Whitehead arrives at the group’s London base. She will draw on her previous experience working with financial advisers.
11/27/2015
SS&C Appoints Seasoned CFO and Entrepreneur to Its Board of Directors
New appointee brings 20 years of operational and financial expertise at investment firms
11/27/2015
European Wealth Groups boosts board with private banking specialist
He served as head of private banking for Europe, Middle East and Africa for Standard Chartered Bank.
11/27/2015
Arbuthnot veteran retires
'It has been a pleasure to have worked with Bob over the past twenty two years during which his great wealth of banking experience has been invaluable both to me personally and to the board of Arbuthnot Banking Group and formerly to the Secure Trust
11/27/2015
UK Wealth Manager bolsters team with two hires
He added the firm plans to expand with new hires
11/27/2015
Israel's second-largest bank hires from Killik as private banking boss retires
A direct descendant of Queen Victoria, joins the business after four years at Killik.
11/27/2015
Towry boosts London financial planning team
He joins from PwC's investment advisory team where he worked for two years on private client propositions.
11/26/2015
Kleinwort Benson hires Brewin investment manager
She will add to our comprehensive range of investment management services, and we are pleased to have her onboard.
11/26/2015
JM Finn appoints wealth planner from UBS
At JM Finn she will be responsible for establishing and building a team to develop an internal wealth planning function, providing support for the firm’s existing clients.
11/25/2015
Credit Suisse appoints new Private Banking head in Australia
He is currently the Market Area Head, Australia and Asia Pacific Switzerland for Private Banking Asia Pacific.
11/25/2015
Julius Baer’s Meier Says Future for Advice Is Local
The veteran banker, who also worked at Credit Suisse and Deutsche Bank, will continue to oversee Julius Baer’s India operations
11/25/2015
Senior trio leave UAE's largest bank NBAD
Gary Dugan, chief investment officer and head of investment strategy, left the bank according to three of the sources, with one adding he would be joining Emirates NBD.
11/25/2015
UBS names Kathryn Shih's successor
UBS is the biggest manager of money for the rich in the region.
11/25/2015
Unigestion grows Equities team
In addition to his responsibilities as a Portfolio Manager across Unigestion’s equities strategies, David is a member of the Equity Investment and Research Committee.
11/24/2015
Morgan Stanley Hires Private-Wealth Team From Credit Suisse
The 13-person team is led by Richard Zinman, Anthony Dertouzos and John Moreno
11/24/2015
Cim Global Business appoints new Head of Trust
She has a wealth of trust experience gained locally, and internationally in Singapore, Jersey, Isle of Man and Switzerland.