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
Executive Moves
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
08/12/2015
Merrill Lynch Lands 3 Brokers
The group joined Merrill Lynch on July 31, and is based in the Seattle suburb of Bellevue, Washington.
08/12/2015
Citigroup Hires Two From Deutsche Bank for EMEA Prime Finance Unit
The prime finance business typically caters to hedge funds, which are loosely regulated investment pools usually open only to wealthy individuals and money managers.
08/12/2015
UBS Reels in $2B Mega Team
The group consists of advisors Glenn and Wyatt Arthurs, who are father-and-son, Chris Malof and Jay Blair.
08/12/2015
Old Mutual creates investment division, reshuffles management
The asset manager has also made changes to the Old Mutual Wealth and Quilter Cheviot teams, bringing them together.
08/12/2015
Harcourt appoints new portfolio manager
Jack Loudoun brings twelve years of fixed income and currency management experience to Harcourt.
08/11/2015
RBC Wealth hires Starr Group from Stifel Financial
The duo will join RBC Wealth's office in mid-town New York.