03/13/2015
President of wealth management group to leave post
His duties will be assumed by Bill Williams
Executive Moves
03/12/2015
HSBC's Patrice Conxicoeur to head up AM in Japan
The global head of insurance coverage at HSBC GAM in Hong Kong is moving to Tokyo next month to be CEO of the bank's Japan asset management operation
03/12/2015
Ashcourt investment directors and IFA exit following Towry deal
Girault and Dickens moved from HSBC Global Asset Management where they were directors within the firm’s discretionary wealth management division.
03/12/2015
Old Mutual International’s Singapore and SE Asia head quits
We are currently going through the process of finding a successor.
03/12/2015
BNY Mellon Chief Exec Keeps His Post
Nelson Peltz’s Trian Partners is rebuffing a request by fellow activist Marcato Asset Management to remove Bank of New York Mellon Chief Executive Gerald Hassell from his job, the FOX Business Network has learned.
03/11/2015
ABN AMRO Names Sarfaty New Diamond and Jewelry Head
ABN AMRO has named the head of its diamond and jewelry desk for North America.
03/11/2015
Leading wealth manager strengthens Middle East team
Leading wealth provider with a heritage dating back to 1834 has recently increased the client support team for its Dubai-based operation due to strong growth across the Middle Eastern region.
03/10/2015
JP Morgan Private Bank replaces key fund selector
He will be replaced by Chris Blum, who is currently serving as global head of equities within the bank’s wealth management business based in New York.
03/10/2015
Northern Trust Announces New Director Appointment
He serves on the Board of Trustees of Northwestern Memorial Hospital and Purdue University
03/10/2015
Credit Suisse names new leader
Dougan will step down at the end of June, Credit Suisse said in a statement on its website on Tuesday.
03/10/2015
New MD for RBC's Italian investor & treasury services
Prior to this, Andrea held a number of senior roles with Italian and foreign banks
03/10/2015
Barclays Says No Plans for Swiss Exit After Geneva Chief Resigns
Barclays plans to announce a new management team for its Swiss private bank at the end of March and has hired a replacement for Simon Gaston, who ran the Swiss unit from Geneva since the middle of 2013, Grosoli said.
03/10/2015
RBS’s Coutts Geneva Chief Said to Join Barclays Ahead of Sale
Barclays said on Monday it won’t announce new management for Switzerland before the end of March.
03/09/2015
Charity appoints new trustee
Commenting on her new role, Ms Vincent said: “Thank you to Fight for Sight for giving me this opportunity to join an already strong and respected board to help fight against sight loss.
03/09/2015
Coutts hires Credit Suisse banker for new ultra high net worth role
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/09/2015
Baring appoints head of EMEA wholesale business
He replaces Oliver Morath, who resigned from Baring to pursue another opportunity in the industry.
03/08/2015
Christie's appoints global head of comms
She replaces Howell James, who left last summer.
03/08/2015
Newbridge Securities appoints Managing Director of Investment Banking
He earned an MBA with a major in Corporate Finance from Georgia State University
03/06/2015
Close Brothers expands financial planning team in Edinburgh
Mr Knight said: “We are very pleased to welcome David to Close Brothers. His expertise and years of experience mean he will be a huge support to the Edinburgh team as we continue to grow our work in the financial planning space.”
03/06/2015
Wealth management boutique trio return in senior roles as CIO and strategist depart
The firm has hired three former employees to form a new senior management team as CIO Chris Godding and investment strategist Gautam Batra depart the business.