Staffing in Wealth Management, Q4 2007

Table of Contents

• The Roundup
  • Staffing
• The Developments
  • ANZ
    • New Financial Planning General Manager appointed at ANZ - Dec 07
  • Bank of America
    • Amanda Wallis appointed Market Executive at Bank of America - Dec 07
    • Bank of America announces new appointments in Michigan - Dec 07
    • Bank of America appoints new President for Orlando and Central Florida - Nov 2007
    • Bank of America announced new market executive for Virginia - Nov 07
    • Bank of America appoints market executive for Illinois and Michigan - Oct 07
  • Barclays
    • Barclays Wealth appoints Stephen Grady as Head of Global Dealing - Dec 07
    • Barclays Wealth recruiting back-office staff - Nov 2007
    • New Head of Investment Structuring for Barclays Wealth - Oct 2007
    • Barclays Wealth appoints Senior Wealth advisor - Nov 07
  • Bessemer Trust
    • Bessemer Trust announces new Senior Resident Officer and MD for Boston - Oct 2007
  • BNP Paribas
    • BNP Paribas Private Banking appoints new head of Wealth Management
  • Citigroup
    • Citi names new CEO - Dec 07
  • Credit Suisse
    • Credit Suisse names co-heads of Private Banking USA - Dec 07
    • Credit Suisse appoints Vice-Chairman, Greater China - December 07
    • Credit Suisse reveals private banking appointments in the US - Oct/Nov 07
  • Deutsche Bank
    • Deutsche Bank names regional executive for Southern region - Nov 07
    • Deutsche Bank appoints US Regional executive - Nov 07
  • Morgan Stanley
    • President and Chief Operating Officer of Morgan Stanley named - Dec 07
  • Northern Trust
    • Northern Trust appoints new private banker - Oct 07
    • Northern Trust strengthens sales team in Naples - Oct 07
    • Northern Trust adds private banker to lending team - Nov 07
    • Northern Trust builds private client team - Nov 07
    • Northern Trust expands private banking team - Nov 07
  • SEB
    • New Country Manager and Head of SEB in Estonia - Oct 07
    • Mizanur Khan appointed Chief Representative for SEB in New Delhi, India - Nov 07
    • Juergen Baudisch new Country Manager at SEB in Poland - Dec 07
  • Générale
    • Oliver Aubenas joins SG Private Banking (Suisse) as CIO - Oct 07
    • SG Private Banking appoints a new General Manager in Greece - Oct 07
  • UBS
    • UBS broadens its management structure within its international wealth management business - Nov 07
• Appendix
  • Further reading
  • Ask the analyst
  • Datamonitor consulting