10/20/2013
French bank SocGen appointed a new Middle East head
He was previously a head of capital markets at the bank, overseeing the Central and Eastern Europe, Middle East and Africa
Executive Moves
10/20/2013
GAM recruits Sarasin manager for discretionary portfolios
She formerly worked at Sarasin & Partners as an investment manager
10/20/2013
BpH poaches second paraplanner
The junior paraplanner role is now the next step for me
10/17/2013
Credit Suisse makes key appointment in Greater China Private Banking
Before joining Credit Suisse, Luo was a managing director and head of ultra high net worth (uhnw) management team at China International Capital Corporation Hong Kong Securities.
10/17/2013
JM Finn poaches Canaccord’s marketing head
Prior to this he headed up the marketing team at Lehman Brothers Asset Management
10/16/2013
JBWere appoints new Chief Investment Officer
He will also oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios.
10/16/2013
London & Capital names HSBC's Cindy Lim to key CRM post
Originally from Hong Kong, Lim has been resident in the UK for the past 18 years, and is fluent in both Mandarin and Cantonese, according to London & Capital (L&C), which announced her appointment yesterday.
10/16/2013
Morgan Stanley wealth management boosts Asia team
He most recently served as managing director and head of investment funds, sales and distribution at UBS Private Bank Hong Kong
10/16/2013
BNY Mellon Names Former Aviva Investor Exec as COO
Based in London he will report to PeterPaul Pardi, chief executive of BNY Mellon Asset Management International and global head of distribution for BNY Mellon Investment Management.
10/16/2013
The PrivateBank boosts private wealth services team
The PrivateBank today announced Rose Panico-Marino has joined as Managing Director, Private Wealth, focusing on retirement plan solutions.
10/15/2013
Bahamas FM Encourages Entrepreneurship In Compliance
We in The Bahamas have excelled in developing human capital and professionals in compliance.
10/15/2013
BMO Financial Group Announces New Organizational Structure
To Support Accelerated Growth and Evolving Customer Needs
10/15/2013
UBS Taps Langford to Run Global Natural Resources Group
UBS promoted senior energy dealmaker Tom Langford to run its global natural resources investment banking business,
10/15/2013
Raymond James boosts Private Client Group
He is widely respected throughout the securities industry and most recently served as Vice-Chairman, Executive Vice President and National Sales Manager of National Bank Financial.
10/14/2013
Barclays' former Scottish wealth head to exit
His departure comes on the back of those of Diane Wilde, its Scottish head of charities, and Glasgow-based portfolio manager Eline Lofgren in October.
10/14/2013
JPMorgan Private Bank appoints new EMEA equity strategist
He was previously with Santander Global Banking & Markets
10/14/2013
New global head of operational risk joins HSBC
He is set to take up his new role on January 1, 2014.
10/14/2013
State Street boosts Board of Directors
State Street Corporation today announced the appointment of Jose E. Almeida, chairman, president and chief executive officer of Covidien PLC, to its board of directors.
10/13/2013
Cannaccord Genuity names head of wealth planning
He will continue with these responsibilities in addition to overseeing the growth of CGWM’s wealth planning business in the UK, with all front office wealth planning staff now reporting to him.
10/13/2013
Well-known client adviser joins team at UBS Wealth Management
His appointment comes at a buoyant time for the office, as UBS’s regional operations are experiencing rapid growth