11/20/2019
Brooks Macdonald hires new Head of North
“It is a pleasure to welcome Jonty to the team and his industry experience will be a real asset to our Manchester and Leeds teams."
Executive Moves
11/20/2019
Geneva WM hires new managing partner
‘The country is home to some of the world’s largest fintechs and a new wealth creation phase is already underway with more M&A and IPOs.
11/19/2019
Raymond James Poaches More FAs from Wells Fargo
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
First Bank & Trust boosts Wealth Management Division
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
JTC appoints independent non-exec director
Erika Schraner appointed as an Independent Non-Executive Director to JTC PLC Board
11/19/2019
UBS hires 9 reps managing $1.6 billion
Biggest win is trio who managed $676 million at Merrill Lynch
11/19/2019
Nuveen Names new CEO
In 2015, he became the leader of Nuveen’s Real Assets business
11/19/2019
Fidelity expandeds wealth management sales team
He starts with immediate effect and will report directly to Nick McDowell, Head of UK Wholesale Sales.
11/19/2019
Geneva boutique hires lead PM for alternatives
Reji Vettasseri’s experience will considerably strengthen our expertise in this area and help us to offer new strategies.’
11/19/2019
GMG hires two UBS wealth management veterans
Commenting on her decision to join the firm, Engler said: ‘It became our vision that we can add more value for our clients by sitting on the same side of the table.
11/18/2019
Appointment to the Board of Directors of Accuro Trust
He has over 10 years of experience in Fiduciary Services
11/18/2019
Appointment to the Board of Directors of Accuro Holdings
Mustafa is an English qualified lawyer and has also completed a notable secondment acting as general counsel to the family office of a prominent Middle Eastern family in London.
11/18/2019
Adviser launches tax business
The former tax partner at Mazars said the new launch of tax services would mean better communication and improved outcomes for clients.
11/18/2019
Ocorian appoints Business Development Director for West Africa and opens new representative office
Based in Lagos, Nigeria, Maurice will be responsible for running our planned representative office for the region
11/18/2019
CTO, Andrew Todd, named ‘industry’s most innovative’
We’re thrilled Andrew has been recognised publicly for leading this major transformation behind the scenes at Iress
11/15/2019
Merrill Lynch Loses $240 Million FA Team to This Aggressively-Recruiting Rival
The team previously managed $240 million at Merrill Lynch, Raymond James says.
11/15/2019
SANNE announces new real estate director appointment
She joins SANNE after gaining valuable industry experience leading teams providing accounting and reporting services to funds and multijurisdictional structures investing into alternative assets
11/15/2019
Wells Fargo appoints Chief Investment Officer for private wealth management
Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank.
11/14/2019
BNY Mellon Hires Industry Veteran
Jane brings a unique combination of skills to the firm,” said Emily Portney, Head of Asset Servicing for the Americas.
11/14/2019
GAM appoints chief operating officer
A qualified accountant and CFA, brings two decades of experience in asset management.