08/13/2013
Leo Puri quits Infosys to join India’s fifth largest wealth manager
His departure from Infosys comes at a time when the Bangalore-based company is steering its biggest transition
Executive Moves
08/13/2013
Former Credit Suisse exec to head up Coutts China desk
Coutts’ international desk is of significant importance to the business and to our clients
08/13/2013
Ex Morgan Stanley, Rothschild MD joins Jefferies
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Evercore Wealth hires strategist from GenSpring
We welcome Jewelle to our team
08/11/2013
Bank J. Safra Sarasin reorganises German activities
With this reorganization, Bank J. Safra Sarasin is looking forward to strengthening its presence in the southern region of Germany and to continuing its successful growth.
08/11/2013
Rathbone Investment Management boosts Winchester office
He will report into Tim Bolton Carter, regional director for the South West, and will be responsible for managing a range of private client and charity portfolios.
08/11/2013
Baird hires advisers from UBS in Chicago, Minnesota
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
Deutsche Bank appoints Head of Wealth Management for Latin America
He will join the Firm from Credit Suisse in Switzerland,
08/10/2013
JPMorgan, Citi expand wealth management divisions in Washington
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
Macquarie wealth boss quits
In June, three advisers left the firm, which is part of Macquarie Bank's banking and financial services division.
08/08/2013
Morgan Stanley Wealth hires ex-Merrill strategist
She is still negotiating her specific role
08/08/2013
Turcan Connell financial planning head to depart
Hair will exit Turcan Connell in November
08/08/2013
Turcan Connell financial planning head to depart
Turcan Connell Asset Management executive director and head of financial planning is to leave the company after a nine-year spell.
08/07/2013
Citigroup Names New Chief Operating Officer for Asia
Citigroup Inc. has named a new chief operating officer for corporate and investment banking in Asia Pacific, as its top private-equity banker in the region steps away from the role.
08/06/2013
Heartwood boosts private wealth management team
Most recently he worked at Kleinwort Benson Private Bank for eight years
08/06/2013
Financial Conduct Authority appoints four new supervision directors
These appointments complete the senior structure in Supervision, and are the final step in implementing a new structure for the division.
08/06/2013
HFA adds high-net-worth expert Hannah Shaw Grove to advisory board
She is a founder and executive editor of Private Wealth, a publication for high-end service professionals with ultra-affluent clients.
08/06/2013
EFG International announces senior management change
His position will not be replaced on EFG International's Executive Committee and, in future, heads of private banking in Geneva and Zurich will report directly to John Williamson, Group CEO, in his capacity as CEO, EFG Bank, EFG International's
08/05/2013
UBS names APAC vice chairman
He will join UBS in mid-August and be based in Singapore.
08/05/2013
Citi expands wealth management team
He was previously with BNY Mellon