03/26/2019
RLAM continues to build out wholesale team with JPMAM hire
Intermediary sales time has more than doubled since Phil Reid took the helm
Executive Moves
03/26/2019
Wealth Management Alliance strengthens position further with appointment of industry veteran
Elizabeth Hart appointed Managing Director at Wealth Management Alliance in Singapore.
03/25/2019
KPMG announces new director in Asset and Wealth Management practice
Samantha’s experience and expertise will help us ensure every piece of advice we give is scrutinised from a risk perspective.
03/25/2019
Deutsche Replaces Investment Boss
The move represents a renewed bid by Deutsche to win more recurring business from the world's wealthy
03/25/2019
Wealth manager hires former UBS man to Edinburgh office
Swiss group targets regional growth with three UK appointments
03/22/2019
Deutsche Bank Shakes Up Europe Private Banking, Plans Hires
De Sanctis was hired last year from Credit Suisse Group AG to run the European unit of a division headed by Fabrizio Campelli.
03/22/2019
Julius Baer appoints new global investment advisory head
Wuergler has been serving as the bank’s head of investment advisory for the Middle East
03/22/2019
Trio of promotions for wealth manager
Brewin Dolphin, which employs more than 200 people in Scotland, has made the promotions less than two months after announcing seven new hires in Glasgow and less than a year after refreshing its Edinburgh leadership team.
03/22/2019
Cheshire wealth management firm appoints economist as consultant
The former CEO of pro.manchester resigned last October to pursue other interests.
03/22/2019
WM CIO departs as PM joins executive board
The decision to leave ICM was not an easy one
03/22/2019
Banca Generali nabs ex-Credem veteran in asset management push
Before joining Generali, Gerbella worked at firms including Euromobiliare Advisory Sim, where he was a lead portfolio manager.
03/21/2019
HSBC GAM appoints UK business development head from Aviva Investors
Four appointments to UK wholesale team
03/21/2019
Ex-Rowan Dartington IFA director to head regions for wealth firm
He had joined the firm in 2016 as regional director and became head of the IFA sales division in August last year.
03/21/2019
Geneva WM head departs for Paris boutique
He has been replaced by Karim Bertoni, who previously worked at Bellevue Asset Management as senior portfolio manager.
03/20/2019
Raymond James CFO to Retire
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.
03/20/2019
Barclays Appoints Chairman of Global Internet Banking
“His appointment is further evidence of our commitment to operating a top tier Technology franchise.”
03/20/2019
Merian Global Investors names EMEA distribution head
This move reflects the business’s continued commitment to the region after launching its first European office
03/20/2019
Maitland appoints David Deputy Chairman
He was CEO for 17 years of FTSE 100 packaging and paper giant Mondi, which is dual listed in London and Johannesburg.
03/20/2019
Swiss Bankers Association appoints new CEO
Jörg Gasser will take up his post as CEO of the SBA on 1 May 2019.
03/20/2019
Aviation Partner Presents at International Business and Finance Summit
Mr. Allen provided an introduction to the purpose and work of the Steering Committee