10/17/2018
Wealth boutique Dolfin hires Hassium CIO
The hire comes one month after that of Nick McCall, the former chief executive of Hay Hill Wealth Management, joined the business as head of wealth management.
Executive Moves
10/17/2018
Wilmington Trust Announces Leadership Appointments in Wealth Management Division
Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.
10/17/2018
Sura builds out wealth investment team with Bice hire
Barratt replaced Alfonso Reydet, who moved to the firm's institutional distribution unit in charge of marketing both Bice and third-party funds.
10/17/2018
Barclays adds two veteran wealth managers to ranks
The hires follow the appointment of Robin Taylor as head of the south central region and Graham Nicoll as head of the newly merged Midlands, North and West regions.
10/17/2018
SocGen names new Switzerland country head
She previously worked as chief country officer for SocGen China.
10/17/2018
Wealth Dynamix expands NA team
Opens doors to new offices in New York and Toronto
10/17/2018
Blackrock EM debt PM joins Mirabaud AM
The appointment comes as part of Mirabaud AM’s effort to strengthen its bond management team, which currently manages more than CHF 1.5 billion.
10/16/2018
Boutique hires two City grandees for private client growth
Athelney was one of the original 10 members of the AIM exchange at launch in 1995 but is now quoted on the main London Stock Exchange.
10/16/2018
Bank of Singapore Loses China Head
A seasoned banker, Yee has spent almost two decades as a wealth manager in Asia with the likes of Goldman Sachs, Merrill Lynch and UBS amongst others.
10/16/2018
Mirabaud recruits EMD manager from BlackRock
Spent two years at BlackRock
10/16/2018
Canaccord promotes Hargreave manager to Worcester boss
He has over 25 years’ experience, starting his career at stockbroker at Harris Allday where he later became partner.
10/16/2018
UBS Jersey Financial Intermediaries Team Expands
New Client Advisor, Jean-Paul Coutanche, has over 14 years’ experience in the finance industry, with seven years as a Product Analyst.
10/16/2018
J.P. Morgan names senior expert to join the Middle East and North Africa wealth management team
Based in Geneva, Switzerland, Mr. Jossa and will report to Tara Smyth, Head of the Private Bank for the Middle East and North Africa market
10/16/2018
NEDs appointed to JOIC
The new appointments will be made official after the two-week period and will take up a three-year term of office as of Monday 29 October.
10/16/2018
Investment director parts company with Saunderson House
The firm, which is part of James Hay parent company IFG, says Mr Birt is supported by a team of investment analysts and investment decisions “continue to be challenged and overseen by the investment committee, which comprises both internal and exter
10/15/2018
Battle to recruit ESG specialists intensifies
Applications are up but the right skills are hard for funds to find
10/15/2018
Credit Suisse investment head joins UK boutique as CIO
Seven Investment Management currently has £14.3 billion (€16.22 billion) in assets under management
10/15/2018
Barclays rehires HSBC director for Scots regional wealth push
The appointment followed a raft of departures across Barclays’ regional network over the past year.
10/15/2018
JP Morgan Asset Management grows distribution team
She will be based in Melbourne, reporting directly to the firm's Australian country head Rachel Farrell.
10/15/2018
7IM hires former Credit Suisse head Surguy as CIO
Follows string of appointments