04/15/2015
Ken Fisher plans to step down as CEO of firm
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear
Executive Moves
04/14/2015
GHC appoints former Lloyds Private Bank chief investment officer
GHC’s asset allocation committee meets quarterly to provide top down macro forecasting on a 12 month view, as well as monthly tactical asset allocation guidance as well as risk and performance oversight.
04/14/2015
Multrees enhances board with former Fidelity UK CEO
He has extensive experience managing investment and retail savings businesses as well as broad knowledge of financial services operations and technology.
04/14/2015
HSBC Paves Way For Chairman Flint’s Exit
HSBC is accelerating plans to appoint its first externally recruited chairman after instructing headhunters to begin searching for a successor to Douglas Flint.
04/13/2015
Lombard Odier names Head of Private Clients, North Asia
He joins Lombard Odier from Citi Private Bank
04/13/2015
Cantor Fitzgerald expands Asset Management business
He will focus on assisting asset owners with monitoring, measuring and managing risk holistically across mandates, geographies and asset classes.
04/13/2015
Canaccord's Mitchell joins Smith & Williamson for DFM push
Smith & Williamson has been developing its managed portfolio service and discretionary fund management businesses in recent years, utilising the resources of its established private bank and wealth management arms.
04/13/2015
Private Client Reserve appoints MD from BMO
He will be based in Milwaukee, Wisconsin
04/12/2015
Swiss private bank appoints Singapore-based chief
He joins from DBS Private Bank
04/10/2015
MUFG Union Bank Hires Former UBS Exec as Chief
MUFG Union Bank is a full-service bank that provides a wide spectrum of corporate, commercial, retail banking and wealth management solutions
04/09/2015
Credit Suisse names Australia CEO
He joined Credit Suisse in 1995, was appointed the co-head of investment banking in 2007
04/08/2015
Tilney Bestinvest in Midlands UHNW push
Martin is a major player in the wealth management industry, with an outstanding track record of working with ultra high net worth clients. We are delighted to welcome him to the team.’
04/08/2015
Liechtenstein Private Bank boosts Singpore board
The company is the Singapore subsidiary
04/08/2015
Kleinwort Benson executive rejoins Standard Life Wealth
Standard Life Wealth has hired Kleinwort Benson executive director Jeremy Hippolite to spearhead its international push
04/07/2015
EFG International Recruits Ex-Coutts Senior Bankers For Eastern Europe, Russia Roles
EFG International has ambitious plans for Central and Eastern Europe in the coming months.
04/07/2015
EFG To Propose New Board Members As Co-Founder, Chairman Steps Down
At its Annual General Meeting on 24 April 2015, the Board of Directors of EFG International will propose the election of the Chairman of the Board, and members of the Board of Directors and Remuneration Committee, as follows:
04/02/2015
New Director at Knadel Jersey
Knadel has announced the expansion of its leadership team
04/02/2015
Industry veterans join forces at new Swiss Representative Company
Dermot Butler, former Chairman of Custom House Group, and Lancelot Frick, Principal of Frick Capital, have formed SwissRepCo to support non-Swiss fund managers market their funds in the country following recent regulatory changes
04/01/2015
BNP Paribas names wealth management CEO in Singapore
The three positions will all be based in Singapore
04/01/2015
Barclays Names Ex-Coutts Geneva Chief to Lead Switzerland
Barclays is maintaining a presence in the Swiss private banking market