03/19/2012
After almost 25 years at Julius Baer, of which ten were as Head Private Banking and nine as Chairman of the Board of Directors, Raymond J. Baer has decided to re-balance his relationship with the Julius Baer Group.
03/17/2012
He will be responsible for researching any VCT and EIS products offered to Barclays’ private and retail client base.
03/16/2012
Surguy, who was also a managing director, moved over to Deutsche Bank PWM in 2006 when the group acquired Tilney Investment Management.
03/16/2012
Jones, who was appointed in November 2006, will be replaced by Gerald Corbett, non-executive director.
03/16/2012
He was most recently an honorary president at UBS in Hong Kong
03/16/2012
He was most recently an honorary president at UBS in Hong Kong
03/15/2012
Vontobel replaces its head of private banking, Fanconi to leave
He has an excellent track record in the international finance industry and will take over responsibility for the private clients business from Peter Fanconi, who has decided to pursue a new professional challenge outside the Group.
03/15/2012
Societe Generale Private Banking appoints new Marketing Head
He will be responsible for defining and implementing the private bank’s commercial strategy, in coordination with the Executive Committee.
03/14/2012
She will work closely with Nick Lee, Director of Investment and Fund Management, who will join her as co-manager on the International Equity Funds.
03/14/2012
Liechtenstein-based boutique poaches Barclays Wealth Expat team head
He started in his newly created role this month as executive director and senior relationship manager after leaving the UK bank in December.
03/14/2012
He was previously head of international private banking for Bank of China.
03/14/2012
started her career in banking with Dresdner Kleinwort Benson.
03/13/2012
Prior to joining Baird, Stevanovic held a variety of management positions with Morgan Stanley Smith Barney in the Northeast, including New York, Massachusetts and Maine.
03/13/2012
A graduate of the Paris Institut d'Études Politiques (Sciences Po) and a qualified financial analyst (CEFA), Béatrice Belorgey began her career at BNP Paribas in 1986 as a credit analyst with the Bank's Paris Regional Department.
03/12/2012
Surguy is thought to have managed over £2 billion in a range of client funds, including the DB PWM Capital Growth and the Maximum Growth Portfolios.
03/12/2012
Ricken, a German, is considered as Neske's right hand will focus on Postbank's integration, Der Spiegel says, adding that thus only two positions remain open in expanded management.
03/12/2012
Andrew Morris, managing director at Signature said: “Alan’s previous senior roles have seen him build, develop and grow a number of successful financial services businesses.”
03/09/2012
Prior to joining he served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University
03/09/2012
BofA names Asia-Pacific president
BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.
03/09/2012
UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.