EFG makes new hires in Singapore, Hong Kong
Timothy Lo joins as north Asia vice chairman from Credit Agricole Indosuez.
Executive Moves
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Head of Wells Fargo Private Bank announced
Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence
City National Bank Appoints Head of Private Banking
Veteran advisor led private banking in Los Angeles region
Bailard appoints industry veteran
Walker brings 22 years of experience serving ultra-high-net-worth families, advocating for financial literacy, diversity and inclusion
OCBC Bank creates new role to drive and accelerate transformation
These include a fully digitalised loan application and instant approval service, and an enhanced process that enables start-ups to open an account immediately after incorporation.
Top Credit Suisse Dealmaker Defects
The exit of Weinberger, who has been with the Zurich-based bank for 25 years save for a brief stint elsewhere on Wall Street
Standard Chartered to hire, promote 3,000 as it targets business clients, rising incomes in Asia
The bank added more than 400,000 new clients in its affluent business in the 12 months ended in March
Quilter appoints new head of inclusion and wellbeing
Prior to joining Quilter, Tosin was global lead of inclusion and diversity (I&D) at the mobile operator trade body, GSMA
Brooks sales boss follows Gumpel to Aubrey Capital
Simon Pinner will join former Brooks Macdonald colleagues Jon Gumpel and David Neilson at the Edinburgh-based boutique
J.P. Morgan Nabs Veteran Merrill Private Wealth Exec
The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg
Cresset Hires J.P. Morgan Private Banking Team
The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.