Revealed: Weatherbys adds ex-Investec robo boss to board
The private bank believes Millar’s experience on the shuttered robo-adviser will help boost its digital capabilities.
Executive Moves
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Zurich IAM hires wealth manager from UBS
Steinacher joins after 15 years at UBS and will keep working with clients from Cyprus and Greece.
Deutsche Börse’s Zurich crypto AM joins Asset Management Association Switzerland
It is Finma licenced and a subsidiary of Crypto Finance, which offers digital asset services in asset management, brokerage, custody, tokenisation and infrastructure for financial institutions.
Deutsche Bank hires ex-Goldman Sachs exec to Americas wealth management unit
At his previous role at the Wall Street bank, he was instrumental in building out its private bank lending business, where he originated more than $10 billion of loan transactions.
Sionic Appoints to Lead Asset Management Delivery
We’re welcoming a new colleague into a strategic new role
HSBC Nets Ex-Citi Banker in Russia
India has been named a strategic growth market for HSBC which it said it is accelerating its investments across the WPB business in the country.
Ocorian makes key hires to newly established Strategic Client Group
They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.
BNY Mellon Wealth Management Names Palm Beach Market President
William brings over 14 years of experience in the financial services industry
First Republic Appoints Wealth Manager in Florida
Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.
Rothschild & Co hires Managing Director in North America
Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas
Morgan Stanley Taps Its Treasurer as President of Banking Units
John Ryan to be president of firm’s two banking subsidiaries
Citi Private Bank makes Nedbank hire for head of UK wealth planning role
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.