06/05/2012
BNP Paribas hires Swiss Rock exec to cater to German clients
He was formerly Swiss Rock’s head of customer service for private clients and family offices
Executive Moves
06/05/2012
UBS announces new Global CIO for Wealth Management Units
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and
06/05/2012
Citi appoints new head of consultant relations team
The North America group that he now oversees is part of a global coverage team that includes consultant relations support for Europe, Middle East and Africa.
06/04/2012
Deutsche unveils management team
Deutsche Bank’s newly anointed Asia Pacific chief executives have unveiled an expanded management team for the region.
05/31/2012
Scotiabank Names International Private-Banking Head
The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.
05/31/2012
Maxim Group expands fixed income unit
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
Dynasty Adds Two to Wealth Platform
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
Barclays appointes new Market Head in Hong Kong
He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.
05/31/2012
Kleinwort Benson hires head of international private wealth team
He joins from Clariden Leu
05/31/2012
Towry returns to Coutts for new head of advice policy
She will report to Towry head of client proposition David Middleton.
05/31/2012
HSBC Names CEO of U.K. Private Banking
Both appointments are subject to regulatory approval, the people said.
05/30/2012
Linscomb & Williams boosts wealth management team
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/30/2012
BNY Mellon Strengthens Florida Wealth Management Team
He was previously a family wealth advisor at wealth management firm GenSpring, where she was responsible for cash flow and liquidity analysis, coordinating credit and banking needs as well as tax and estate planning.
05/30/2012
Barclays bolsters Birmingham Wealth and Investment Management division
He brings over 15 years’ corporate financial planning experience to his new role.
05/29/2012
NBAD Appoints New GM of Elite Banking
NBAD, which has one of the largest branch and ATM networks in the country with 123 branches and more than 550 ATMs, has recently accelerated its expansions in the UAE. In 2012, the Bank plans to open 14 more branches and cash offices to extend its reach i
05/29/2012
Private Investment Manager appoint new Philanthropy Consultant
Executive Chairman of Harper Bernays, Peter Harper, said the company’s clients will benefit from Ward’s knowledge.
05/29/2012
HTM appoints new head of private wealth
He joins the listed financial services company as head of private wealth management and also takes a seat on the company's executive leadership team.
05/29/2012
Macquarie Nabs C$1 Mln Broker
He produced roughly C$1 million in commissions and fees annually, joined Macquarie's North York office earlier this month, said a Macquarie spokesman who confirmed the move, including the asset and production figures. Rafelman couldn&
05/29/2012
Kleinwort Benson hires ex-Deutsche exec
He will report to head of wealth planning Marianne Kafena.
05/29/2012
Leading fiduciary services provider appoints CEO for Switzerland
He has a distinguished track record in delivering trust solutions, having worked with Credit Suisse for 23 years.