02/13/2015
Former Credit Suisse private banker joins Lebenthal
Most recently he worked at Credit Suisse Private Banking
Executive Moves
02/13/2015
BNY Mellon Appointed as Depositary by Burberry
BNY Mellon, a global leader in investment management and investment services, has been appointed by Burberry Group plc as the successor depositary bank for its American Depositary Receipt (ADR) program
02/13/2015
Brewin Dolphin hires in Glasgow after team quits
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/12/2015
Merrill Lynch Hires Wealth Manager from Morgan Stanley
They will work out of Merrill Lynch’s Century City office, moving from a Morgan Stanley office in Woodland Hills.
02/11/2015
Highbridge Appoints David Ross as CEO of Portfolio Company
Investment firm Highbridge Principal Strategies appointed David Ross as the chief executive
02/11/2015
Merrill Lynch Hires Advisor from Morgan Stanley
Bank of America Corp's Merrill Lynch unit said on Tuesday it hired financial adviser Haris Hot from Morgan Stanley
02/11/2015
Morgan Stanley hires David Bokman for new wealth post
Morgan Stanley's Private Wealth clientele has grown by more than 82 percent between 2009 and the end of 2014, the company said last month.
02/10/2015
Raymond James unit hires two advisers from RBC
Raymond James & Associates, a unit of Raymond James Financial Inc, said it hired two advisers from Royal Bank of Canada's wealth management division.
02/10/2015
Deloitte Taps Woman, a First, for CEO Post
The glass ceiling sprouted a few more cracks, as one of the Big Four accounting and consulting firms placed a woman in the corner office for the first time.
02/10/2015
Notenstein appoints new Head of Private Banking for Switzerland
He has been at Schroder & Co. Bank AG since 2008
02/09/2015
StanChart Boss: "I Won't Be Here Forever"
Peter Sands signalled to senior StanChart staff this week that planning for his departure is underway, Sky News understands.
02/09/2015
Brooks Macdonald hires Vestra Wealth investment director
Brooks Macdonald joint managing director Andrew Shepherd says Mackie has an “excellent” track record.
02/06/2015
Lebenthal Asset Management Expands Senior Executive Team
Lebenthal Asset Management has hired industry veterans Lee Pease and Mark Kennard to further the development of the firm’s institutional asset management capabilities and work on broadening distribution into additional channels.
02/06/2015
RBC Wealth appoints new head of discretionary in Asia
Based in Singapore, Aronna reports to Stefan Mueller, head of investments and products.
02/05/2015
Gulf International Bank appoints new MD/CEO in London
His most recent employment was with National Bank of Abu Dhabi
02/05/2015
Brian J. Buckley Named to President’s Club at Morgan Stanley Wealth Management
The appointment recognizes Brian’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
02/05/2015
Evercore Wealth Management Promotes Portfolio Manager Brian Pollak to Partner
Prior to joining Evercore Wealth Management, Mr. Pollak was a portfolio manager at AIG Investments
02/05/2015
Brevan Howard Executive Paul Harris Joins Carne Channel Islands
Carne Group has recruited Paul Harris, formerly a Director with Brevan Howard, to join Carne’s Channel Islands office.
02/05/2015
Jean-Marc Vallet appointed head of SYZ Independent Asset Managers
The Swiss banking group SYZ has announced today the arrival of Jean-Marc Vallet as head of its unit dedicated to independent asset managers.
02/05/2015
Baird Recruits Advisers from UBS, Wells Fargo -- Street Moves
A trio of advisers recently defected from UBS Wealth Management Americas and Wells Fargo Advisors to join Baird Private Wealth Management, a unit of Robert W. Baird & Co.