08/23/2015
JPMorgan announces appointment of new senior advisor
He will also provide his expertise to help structure and carry out the firm's leadership development training programs and assist on other leadership and workforce development issues.
Executive Moves
08/23/2015
Macquarie head of wealth jumps ship
Justin and Anne are the right people to join the TAL Executive Team.
08/21/2015
Gail Nursey joins BNY Mellon Wealth Management as managing director
She is based in Tampa.
08/21/2015
Catella Reinforces Wealth Management in Luxembourg
Catella’s team in Luxembourg has been further reinforced by the recruitment of three senior relationship managers.
08/21/2015
Strategic Philanthropy Expert Joins Bank of the West's Wealth Management Group
She will Lead Strategic Philanthropy and Purpose Investing offering for Ultra High Net Worth Clients
08/20/2015
JPMAM appoints global market strategist
The decision to place a strategist locally was also in response to client feedback received as part of our market consultation process and we are confident that our Market Insights program
08/20/2015
Strategic Philanthropy Expert Joins Bank of the West's Wealth Management Group
Julie Shafer to Lead Strategic Philanthropy and Purpose Investing offering for Ultra High Net Worth Clients
08/19/2015
Rothschild Private Bank Cuts Fixed Income Team
The move comes as fixed income desks at banks, both big and small, continue to struggle in the face of low interest rates, low volatility and cost cutting.
08/19/2015
Lebenthal Asset Management Expands Portfolio Management Team. Barbara Doran Joins Broad Roster of Investment Specialists and Strategies
Addition Continues Execution of Growth Strategy of Lebenthal
08/18/2015
UBS Wealth Management Hires Top Morgan Stanley Brokers
A father and son duo has parted with Morgan Stanley after generating over $1.6 million in revenues for the bank
08/18/2015
Mariano Giralt to head BNY Mellon global tax services team
Giralt, who joined the company four years ago, previously led its tax services team for Europe, Middle East and Africa region
08/18/2015
RC Brown hires Axa Elevate's Sawyers for South West push
Sawyers joins from Axa's Elevate platform, where he was a business development manager.
08/17/2015
StanChart hires new Asean ultra HNWI head
His appointment adds to firm’s hiring within the ultra high net worth segment, a business line catering to clients with $30 million in assets -- excluding leverage -- with the bank.
08/14/2015
Duo exit Barclays Wealth & Investment Management
Barclays declined to confirm the departures, however they are both now listed as inactive on the FCA register.
08/14/2015
Credit Suisse names Mexico CEO
This appointment marks a natural progression for Mr. Villarreal and for Credit Suisse in Mexico
08/13/2015
Julius Baer appoints new Asia Pacific head
Having worked at Credit Suisse Group for a total of eleven years, he was most recently Market Group Head Hong Kong at Credit Suisse.
08/13/2015
Julius Baer hires senior UBS exec
Magowan joins a number of recent hires at Julius Baer
08/13/2015
UBS appoints new roles in FX, rates, credit group
Other appointments in the FRC unit included Giuseppe Nuti, who will become head of U.S. rates trading on Nov. 1.
08/12/2015
UBS scores $2 billion Morgan Stanley team
The third billion-dollar-plus team to leave Morgan this summer is the latest in a series of big swaps
08/12/2015
UBS hires managing director of Americas group
He also worked as primary coverage banker for Carlyle