07/08/2013
Apex Hires Credit Suisse Vet As CEO
Hedge fund administrator Apex Fund Services has tapped Credit Suisse vet Gordon Shaw as chief operating officer of the Apex Group.
Executive Moves
07/08/2013
Raymond James lands UBS broker team in Florida
Raymond James Financial Inc said it hired a team of veteran advisers from UBS AG's Wealth Management Americas, expanding the firm's adviser footprint in Florida.
07/08/2013
Standard Chartered appoints Head of Research for the Americas
Based in New York, Tenengauzer will lead the Americas research team and will focus on delivering the bank’s global research products
07/07/2013
HSBC Private Bank’s chief investment officer joins leading UAE bank
He joins Emirates NBD from HSBC Private Bank
07/07/2013
Credit Suisse hires former regulator to oversee client tax policies
Credit Suisse has clearly focused its global business policy in private banking on taxed client assets and complies with the rapidly developing Swiss and international legal requirements.
07/07/2013
Three former Cazenove Capital execs join Sarasin & Partners
The team of 6 will be responsible for the future development and execution of Sarasin & Partners’ retail distribution strategy.
07/07/2013
HSBC Chief Executive of Global Private Banking to become Group Managing Director
HSBC Holdings have announced several Senior Management appointments.
07/06/2013
Fund fires nine managers over three years to boost its profits
Chief executive Bell runs this globally invested trust in a different way to most of its rivals.
07/03/2013
RBC Wealth hires adviser duo from Morgan Stanley
RBC Wealth Management, a division of the Royal Bank of Canada said it has hired a team of veteran advisers from Morgan Stanley Wealth Management, expanding its footprint in New Jersey.
07/03/2013
RBC Wealth Management announces senior executive appointment
He will work closely with, and jointly report to, Paul Patterson, Deputy Chairman, UHNW, RBC Wealth Management as well as Stuart Rutledge, Head, RBC Wealth Management - British Isles and Caribbean
07/03/2013
Mattioli Woods recruits former Cofunds head in platform drive
Former Cofunds Head of Distribution Development Ed Carey, has been recruited by Mattioli Woods
07/03/2013
Schroders culls Cazenove sales team
Group makes sales team redundant following acquisition, with head of UK discretionary remaining for three months.
07/02/2013
Swiss private bank appoints former prime minister
He was appointed special consultant to the CEO
07/02/2013
Oddo creates new Swiss head and two new funds
The move was part of a new focus on the territory
07/02/2013
Withers elects first US Chairman
The international law firm known as Withers globally and Withers Bergman in the United States is pleased to announce that Ivan A. Sacks has been named its new global Chairman
07/01/2013
Kleinwort Benson hires Coutts man to boost international reach
Kleinwort Benson has appointed David Sargent as executive private banker
07/01/2013
Webster Private Bank Names Director of Fiduciary Services
Webster Bank has filled a key role in the build-out of its wealth management business.
07/01/2013
BNP Paribas Boosts Its Global FX Strategy Team With Appointments in the US and the UK
BNP Paribas Corporate and Investment Banking announced two new appointments for the Global FX Strategy team.
06/30/2013
Credit Suisse recruits Munich Re's chief risk officer
As of the same date Tobias Guldimann will take on the role of Head of Reputational Risk, Corporate Responsibility and Regulatory Policy.
06/30/2013
Graham Bentley joins Axa Wealth as interim head of fund group relations
Bentley will be tasked with performing a review of Axa Wealth's current investment solutions