09/10/2012
Northern Trust appoints senior private banker from UBS
She most recently served as a vice president of US Bank’s Private Client Reserve.
Executive Moves
09/10/2012
RBC Wealth Management appoints Head of Ultra High Net Worth, Trust, Fiducary & Tax
He joined RBC’s trust operation in the Bahamas in 2002, before assuming his most recent role of Trust Director in based in Jersey in 2006.
09/09/2012
UBS Sydney-based MD Resigns
He will be taking a career break, and leaves the group’s Chifley Tower offices at the end of September.
09/09/2012
Swiss private bank boosts Philippines team
The moves come as investment banks such as Rothschild, Goldman Sachs and Citigroup look to beef up Southeast Asia, which has been a busy market for deals this year.
09/09/2012
Coutts appoints Head of Real Estate
He joins Coutts from Mosaic
09/06/2012
Deutsche Bank’s Romeih Said to Leave Company After 18 Years
Romeih helped build out the CMTS business
09/06/2012
Former Rothschild head of M&A Financial Institutions Europe joins Intesa Sanpaolo
Intesa Sanpaolo has announced that three new professionals with significant international experience are to join the staff of Enrico Cucchiani, Managing Director and CEO.
09/05/2012
RBC Wealth adds veteran Merrill Lynch broker team
The firm also recently added a veteran team of advisers from Wells Fargo Advisors in Newport Beach, California.
09/05/2012
Simon Botherway leaving ANZ Wealth
In a statement the company said Botherway had resigned from his role as GM Invesment Management as of the end of September.
09/05/2012
Deutsche Bank lays off 80 equities bankers in Asia
The cuts are part of the German bank's plan, announced in July, to trim 1,900 positions globally, the person said.
09/05/2012
Appointments as Investec Wealth & Investment integrates Williams de Broë
Investec Wealth & Investment has announced that the transfer of Williams de Broë employees and client accounts has taken place successfully and the businesses have now been combined under the single brand of Investec Wealth & Investment.
09/04/2012
HighTower lands two Merrill Lynch teams in Las Vegas
The two teams, which moved on Friday, managed nearly $800 million in client assets at Merrill Lynch, the brokerage owned by Bank of America.
09/04/2012
Merrill Lynch teams go independent, join Dynasty
The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon.
09/04/2012
TDAI Names Managing Director of Product Management
"We went through a reorganization not too long ago where we separated project management from analytics, and we identified these three areas as critical to advisor success," said Tom Nally, president, TD Ameritrade Institutional.
09/04/2012
Neuberger Berman Names New Wealth Management VP
In this newly created position, Proctor will report to Seth Finkel, managing director of Neuberger Berman Wealth Management.
09/04/2012
Signia Wealth hires former UBS Private Equity Director
She was Executive Director in Global Wealth Management Private Equity at UBS
09/04/2012
Swiss private bank appoints new head of private banking for French-speaking Switzerland
This expansion is part of the Group's unchanged growth strategy and sets a clear signal for its home market of Switzerland.
09/04/2012
Barclays expands New York Wealth and Investment Management division
Barclays also hires five-person team from Morgan Stanley Smith Barney including Wayne Chrebet, a former New York Jets player
09/04/2012
RBC Wealth Management appoints Head of Wealth Management, South East Asia
She will be based in Singapore and will report to Andrew Turczyniak, Head of RBC Wealth Management - Asia.
09/03/2012
UBS creates new chief risk officer role for Asia-Pacific
Hong Kong-based arm of the Swiss bank beefs up its Asia risk management capability