Abstract
Overview
Introduction
This tracker looks at the strategies being employed by the wealth managers to
attract and keep their relationship managers, with a particular focus on
poaching and initiatives to train/grow their own wealth managers.
Scope
- Follows the staffing-related activities of 57 leading international wealth
managers
- Covers wealth managers with operations worldwide, with home markets in
Europe, USA and the Asia Pacific region
Report Highlights
Regional expansion has been driving hiring, as Credit Suisse' s Asia Pacific
expansion is being augmented by several important hires, while Morgan Stanley
is also concentrating on bolstering senior staff in Asia Pacific, hiring an
Asia-Pacific specialist from HSBC, and appointing an executive director for
its new Cairo branch.
Major staffing shifts can also be attributed to general expansion or a push
for organic growth, such as Sarasin' s appointment of 6 new professionals to
their London office' s Private Client team, in an effort to boost their assets
under management.
Reasons to Purchase
- Keep up to date with the latest developments in staffing in the wealth
management industry around the world
- Keep abreast of the key trends and issues surrounding the area of staff
recruitment on a quarterly basis
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