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KUWAIT – HSBC has launched onshore wealth management advisory services in Kuwait,
#privatebanking #wealthmanagement #peoplemoves
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Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibiliities, sources said.
#privatebanking #wealthmanagement
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Morgan Stanley int’l wealth boss Greg Gatesman exits
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Julius Baer recruits two private bankers for Brazil biz
The group is continuing its hiring push for its Brazilian unit, Julius Baer Family Office.
#privatebanking #peoplemoves
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Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
#wealthmanagement #privatebanking #peoplemoves
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The British are coming! $30bn UK fund manager opens New York office
#privatebanking #assetmanagement #peoplemoves
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Morgan Stanley CEO to step down in next 12 months
James Gorman will step down as CEO of the bank within a year.
#wealthmanagement #investmentbanking #peoplemoves
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$250m UBS int’l duo exits to join StoneX’s Miami wealth biz
Jaime Fernando de Bettio and Alvaro Catao joined the firm this month as managing directors catering to Latin American and Brazilian clients from Miami.
#privatebanking #wealthmanagement
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Principal’s LatAm president retires after 27 years
Roberto Walker, a company veteran who has been the group's Latin America president for the past 12 years, is retiring.
#privatebanking #LatAm #peoplemoves
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JPM Private Bank hires Merrill Miami advisor for LatAm biz
Juan Fernando Caicedo joined JP Morgan earlier this year in February after nearly five years with Merrill Lynch.
#privatebanking #wealthmanagement #peoplemoves
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After completing the purchase of UBS’s offshore Swiss wealth unit Switzerland Financial Advisers, Vontobel is looking to grow strategically across North America.
#privatebanking #wealthmanagement #swiss #NorthAmerica
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EFG hires 50 relationship managers following record profits
#privatebanking #expansion
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Julius Baer considers kickstarting acquisitions push after UBS-CS merger
#privatebanking #UBS-CS #merger
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Goldman Sachs appoints global head of private banking
#privatebanking #wealthmanagement #global #peoplemoves
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Antonio Barbosa joined Raymond James's international wealth management offices in Ft. Lauderdale after nearly four years with Deutsche Bank in Miami.
#privatebanking #wealthmanagement #peoplemoves
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Miami RIA recruits EFG manager for CIO role
Francisco Soler joined MAS Advisors this month to serve as its chief investment officer based in Miami.
#privatebanking #investmentbanking #peoplemoves
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Philip Lofts is appointed as a new member of EFG International's board of directors, subject to a vote at EFG's annual general meeting (AGM) on April 21, the private bank announced
#privatebanking #wealthmanagement #peoplemoves
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JP Morgan Wealth Management has recruited a team from UBS to join its Miami-based business.
#privatebanking #wealthmanagement #miami #peoplemoves
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Regulators engineer takeover of stricken bank by larger Swiss competitor after frantic weekend
#privatebanking #UBS #CreditSuisse
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