03/01/2018
Smith Greenfield announces new chair and investor
Known for growing businesses in the High Net Worth insurance sector, the new chair has invested an undisclosed amount in Smith Greenfield and is now a minority shareholder.
Executive Moves
03/01/2018
Nedbank Private Wealth appoints new head
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and a Fellow of the Chartered Institute of Bankers.
03/01/2018
New AIC chair appointed to asset management boutique board
The announcement was accompanied by full year results which showed a 79% increase in assets under management to £649 million. Revenue is up 85% to £6.5 million year-on-year.
03/01/2018
New MD for Wealth Management Firm
Both Francis and Langham have been with the business for ten years.
03/01/2018
Burberry Turns to a Designer Who Befriended the Kardashians
Riccardo Tisci to oversee CEO Gobbetti’s high-fashion facelift
02/28/2018
BMO Wealth Management Strengthens Ultra-High Net Worth Team with Six Senior Hires
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients.
02/27/2018
Julius Baer makes Guernsey promotions
Craig, who has 20 years’ experience in the banking sector, has held the role of Managing Director, Head of Portfolio Management Guernsey at Juilus Baer for the past two years.
02/27/2018
Lombard Odier IM hires PM for long/short launch
New PM Langlois has 20 years of industry experience
02/27/2018
Change at the top of BNY Mellon Wealth Management
“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.
02/27/2018
Sporty Steve is latest signing for AFH
I know that as part of AFH I’ll be able to offer then an even better service
02/27/2018
L’Oréal Promotes Gretchen Saegh-Fleming to CMO in Continued Digital Push
Current marketing chief, Marie Gulin-Merle, departs for Calvin Klein
02/27/2018
Life-long JPMorgan Private Banker in L.A. Shifts to Merrill
Merrill’s PBIG unit includes around 350 brokers serving a limited list of clients with at least $2.5 million invested at the firm.
02/26/2018
Merrill Lynch and Wells Fargo Lose Reps to Raymond James
Separately, Matthew Mossburg has joined Raymond James in El Paso, Texas, from Merrill Lynch, according to an announcement. Mossburg had been with Merrill Lynch for more than five years.
02/26/2018
Lombard International Appoints US Head of Distribution
He will lead the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.
02/26/2018
Expansionist bank nabs new MD from Standard Chartered in Singapore
The hire reflects UBP’s desire to expand its range of products and services in Asia.
02/26/2018
Julius Baer promotes ex-Credit Suisse duo in Guernsey arm
Julius Baer is currently involved in a concerted wealth push across the UK, for which it has hired a number of Barclays alumni.
02/26/2018
Citi Private Bank Strengthens Capital Markets Team
Kristen Bitterly Michell appointed Capital Markets Head for the Americas
02/23/2018
President of Tezos Swiss foundation steps down
The Breitmans control the Tezos technology through their Delaware-based company, while the foundation controls the funds raised.
02/23/2018
SIX Trading Watchdog Exits
A SIX spokesman confirmed that Bibler had left the firm due to «differing views of the role,» without elaborating.
02/23/2018
Barclays Wealth Management targets Scottish growth with new appointment
Alexandra Mancini joins from Tilney