11/03/2013
Lloyds wealth and tax expert joins julius baer
Before joining Lloyds, he spent six years at HSBC Private Bank
Executive Moves
11/03/2013
BNY Mellon Appoints Giambattista Atzeni to New Role in Wealth Management
Atzeni Most Recently Served as a Senior Relationship Manager For the company’s corporate trust business in the MEA region
11/03/2013
Trust heavyweight joins Hatstone Lawyers
We are extremely proud that Nigel is joining us at Hatstone Lawyers
11/03/2013
Italy's Banca Generali hires two private bankers
The new appointments bring the total amount of new hires to 18 since the beginning of the year, for a total of 325 professionals in the team.
11/03/2013
Barclays Wealth & Investment to cut 100 private banking jobs
Barclays Wealth & Investment is to cut 100 private banker jobs as the bank looks to further streamline its wealth management services.
11/03/2013
Signia Wealth management head departs
He joined Signia with a mandate to focus on international expansion, developing key relationships and overseeing day-to-day operations as part of his role working alongside company founder and CEO Nathalie Dauriac-Stoebe.
11/03/2013
Retiring Scotiabank CEO Strengthened Wealth Management
The Winnipeg native started his banking career as a teller in his hometown 43 years ago.
10/31/2013
Northern Trust names head of global equity
A new role that brings together active and index equity teams
10/31/2013
Vontobel appoints Head of Financial Products for Singapore
With this expansion in capacity, Vontobel is taking into account the recent business successes at this location, while at the same time underscoring the importance of its internationalisation strategy in the Asia/Pacific region.
10/31/2013
Schroder announces new Head of Property
"After almost 25 years at Schroders, I feel that it is time for me to hand over the reins of the property business to Duncan."
10/30/2013
Expanding wealth manager announces wave of senior appointments
Sanlam Private Investments, the rapidly expanding wealth management company, announces a wave of senior appointments across the UK as part of its plan to strengthen its regional footprint in the private client and wealth management space.
10/30/2013
USvWealth Manager epands team with senior hire
He was a lead advisor at U.S. Trust for nine years,
10/30/2013
Financial high-flier joins Bristol-based wealth manager
Her move to Clifton Wealth, part of Clifton Asset Management, is a major coup for the Bristol-based organisation
10/30/2013
UBS Nabs $3.1 Billion Team
All four had previously been advisors with Merrill Lynch’s Private Banking and Investment Group, which focuses on high net worth clients with over $5 million in assets.
10/30/2013
AIG names UK private client head
Ex-Lorega chief joins AIG's high net worth arm.
10/29/2013
Henderson hires chief investment officer from UBS
He joins from UBS Global Asset Management where he was a group managing director and global head of fixed income with responsibility for over US$230 billion. He was also a member of the executive committee.
10/29/2013
Mercer Appoints Head of wealth Management in Asia
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10/29/2013
Job cuts as Wealth manager shuts Stoke office
The firm says all staff affected by the closure have been offered the opportunity to apply for roles in Manchester and elsewhere in the Group.
10/29/2013
Former Barclays Private Banker Quits For Advice Firm Post
Prior to that, he was with Merrill Lynch Wealth Management from 2005 to 2011.
10/29/2013
UBS lands team of four advisers from Merrill Lynch
UBS AG unit Wealth Management Americas said on Wednesday it hired a team of four financial advisers for its UBS Private Wealth Management office in Los Angeles.