11/01/2015
UBS Snags Three Advisers Who Managed $580 Million
Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004
Executive Moves
11/01/2015
RBC Wealth Hires Four Advisors From Morgan Stanley
Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.
11/01/2015
Davy Group Hires Former UBS Family Office Specialist
He will also become a member of the Davy’s Global Investment Committee that oversees €15 billion of assets under management.
10/30/2015
MUFG's Nobu Hirano to Rejoin Morgan Stanley Board
He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.
10/29/2015
HSBC Global AM names Puneet Chaddha Singapore CEO
Mr. Chaddha will also take up the position of head of Southeast Asia of HSBC Global Asset Management.
10/29/2015
Societe Generale Private Banking appoints head of wealth management solutions
He joins the Executive Committee of SGPB and succeeds Bruno Lèbre, who becomes Head of Business Development.
10/28/2015
Kara Valentine joins Rockefeller as director, marketing
Valentine has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Vontobel AM recruited specialis for new Mid -yield strategy
Vontobel is convinced that this asset class will continue to grow considerably in importance amongst investors.
10/28/2015
Change to the UBS Board of Directors
Jes Staley was elected to the UBS Board of Directors at UBS's May 2015 Annual General Meeting.
10/28/2015
Vontobel appoints new head of Private Banking clients in French speaking Switzerland
His wealth of experience and excellent contacts will bolster existing expertise in Geneva.
10/28/2015
AES expands in Dubai with two new hires
Lisa Ritchie was formerly at Adam & Company in Aberdeen
10/28/2015
Weatherbys hires wealth planner from Barclays
Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.
10/28/2015
Swiss Minister Who Helped Bail Out UBS Will Step Down
She was at the center of the action when UBS faced the prospect of a criminal indictment on suspicion it helped wealthy Americans evade taxes.
10/27/2015
Rockefeller & Co. Names Kara Valentine Vice President and Director of Marketing
Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust
10/27/2015
Boston Private Wealth appoints new CEO
Previously he served as Chief Investment Officer at Boston Private Bank & Trust Company
10/27/2015
Aberdeen's global head of distribution steps down
Will remain as non-exec director
10/27/2015
Pershing appoints UK and Europe CEO
Pershing targets high-end advisers in the UK. It offers firms a wrap platform and back office technology.
10/26/2015
Droster to assume branch director role for RBC Wealth Management
Financial advisers find themselves with clients who are awash in information
10/26/2015
KPMG hires ex-Barclays advisory boss as family office head
KPMG’s dedicated family office service is part of the firm’s enterprise initiative, which will see it invest £40 million to expand the services it offers to privately-owned UK businesses across.
10/26/2015
Global head of Coutts Private Office quits
He become chief executive of firms private client business in the UK