05/13/2013
Baird adds adviser teams from Morgan Stanley, UBS
The two teams were hired to expand Baird's adviser footprint in the US
Executive Moves
05/12/2013
JBWere wealth chief steps down
Former role included presenting and making investment recommendations on behalf of the National Australia Bank-owned operation.
05/12/2013
Marsh Names New UK Private Client Leader
He joined the company in 2009 as senior client manager.
05/12/2013
UBS hires Merrill private wealth team in Florida
It has hired two veteran private wealth advisers and their team from Bank of America
05/12/2013
BDO bolsters Business Restructuring practice with hire of ex Big 4 practitioner
He was one of KPMG’s most experienced restructuring specialists with 20 years in this field, the last 12 as a partner, working on complex UK and international cases.
05/12/2013
BNP appoints former Credit Suisse exec as Global COO
He joins from Credit Suisse, where he headed business and client development for EMEA.
05/12/2013
Greenleaf & Burleson Wealth Management boosts HNW team
He will be responsible for coordinating and expanding our growth in employer-sponsored retirement plans and working with a select group of high net worth clients.
05/12/2013
BNY Mellon Adds Four Wealth Sales Directors to Southern California Regional Offices
Has added four investment professionals to its wealth management group
05/09/2013
Ex-UBS Credit Trader Nakum Joins Lucidus Capital Hedge Fund
The former co-head of debt trading for North America at UBS AG (UBSN) is running a long-short credit strategy with William Gaberlavage
05/09/2013
UBS Asia-Pacific Equities Head to Retire
Head of Asia-Pacific equities, will retire after 24 years with the largest Swiss bank, according to an internal memo distributed yesterday.
05/08/2013
Rothschild boosts Charities team
She joins Rothschild from Sarasin & Partners, where she was a Senior Associate Partner in its Charities team.
05/07/2013
Lombard Odier appoints deputy CIO
She spent 11 years with Goldman Sachs, where at one point she was managing director of quantitative investment strategies.
05/07/2013
UK private banking divison appoints MD of of International Private Banking in Dubai
New managing director of International Private Banking in Dubai
05/07/2013
JPMorgan’s Saudi Chief Leaves For Central Bank Job
Abdulaziz Al Helaissi is rumoured to become the new deputy central bank governor.
05/06/2013
UBS Wealth adviser joins Morgan Stanley in Florida
Robbie DeRooy has moved to rival brokerage Morgan Stanley Wealth Management
05/06/2013
UBS’s Asia-Pacific Stock Borrowing and Lending Head Resigns
He joined UBS in 1994 and was a senior equity-finance sales trader in the prime-brokerage business
05/06/2013
Schroders names Richard Keers as CFO, director
Schroders said Richard Keers has been appointed a director
05/05/2013
Merrill Wealth hires new chief investment officer
He managed the endowment funds at the Institute for Advanced Study as chief investment officer
05/03/2013
UBS Hires Voorheis to Lead Americas Specialty Finance
UBS AG (UBSN), Switzerland’s biggest bank, named Jim Voorheis as head of Americas specialty finance, succeeding Halle Benett, who resigned in March.
05/02/2013
Aussie bank appoints global private banking MD from Coutts
He has more than 25 years banking experience in Switzerland, London, Sydney and Singapore and most recently worked at Coutts & Co