01/03/2017
Tilney Bestinvest appoints Chairman
In 2004 he joined Lazard & Co. as Vice Chairman and from 2011 served as Senior Adviser.
Executive Moves
01/03/2017
HSBC Private Bank Prioritises Indonesia Adds Senior Hires
The Appointments of Lim Chee Kong, Chay Hong Leng and David Ng are effective from 3 January 2017.
01/01/2017
Harneys begins 2017 with eight new partners
Harneys has announced the promotions of eight lawyers who will become partners in the firm as of 1 January 2017
12/29/2016
UBS fires top Connecticut broker Phil Fiore Jr. for multiple violations
Wirehouse claims adviser failed to inform it of outside business activities
12/29/2016
$1B Morgan group loses adviser to Oppenheimer
Koris is seen as promising financial planner with connections to Boston's medical community.
12/29/2016
$230M Wells Fargo team grabbed by Raymond James
Grossman is an industry veteran, whose career goes back to 1988 when she joined Kidder, Peabody, according to FINRA BrokerCheck records.
12/28/2016
Swiss Banker Departures in 2016
The long-standing Chief Executive of Private Bank had planned his departure years ago
12/28/2016
New marketing leadership for Cayman Islands in Europe
These idyllic Caribbean islands offer European visitors a relatively undiscovered paradise.
12/27/2016
Argentina finance minister axed on economic uncertainty
Although a contraction of as much as 2 per cent is expected for 2016, most economists expect growth of about 3 per cent in 2017.
12/22/2016
Former Wells Fargo exec joins U.S. Bank as head of wealth management products
She replaces Ann Senne, who left for another firm last month, according to U.S. Bank.
12/22/2016
Netwealth secures private label partnership
Securinvest also benefit from the investment expertise of Zenith Investment Partners.
12/22/2016
Credit Suisse Planning About 900 Swiss Job Cuts Next Year
Switzerland is a major plank in Thiam’s plans to increase profitability by scaling back investment banking in favor of wealth management activities
12/22/2016
DHR International Expands Financial Services Practice
Other positions include intermediary, subadvisory, third party and key account managers.
12/21/2016
Ballentine Partners taps Saloranta as COO
Anja Saloranta, Chief Operations Officer, joined Ballentine Partners in early November.
12/21/2016
Sanlam names chairman
The company said Motsepe would stay on as deputy chairman.
12/21/2016
Ex deVere MD Mike Coady starts new job ‘with immediate effect’
Former managing director of deVere UK Mike Coady has become chief commercial officer ‘with immediate effect’ at rival firm Guardian Wealth Management.
12/20/2016
Pacific Investments appoints senior duo for multi-asset arm
Business launched last month
12/20/2016
Citi Private Bank Strengthens Investments Team
Kristen Bitterly Michell takes on new role as Head of Investment Counseling for the East Region
12/19/2016
Chapman Eastway Names Chairman of Board
Internationally Renowned Business Executive and Family Office Leader to Serve as Independent Director of the Firm
12/19/2016
Business Newsmaker: Lantz joins USA Wealth Group Team
He is securities Series 6 and Series 63 licensed.