01/21/2019
Blockbuster manager swaps Schroders for Wellington
Following his exit, Schroders assigned the Schroder ISF Euro High Yield fund to Peter Harvey
Executive Moves
01/20/2019
Ernst & Young names new CEO and global chairman
He leads the execution of the strategy for EY
01/18/2019
UBS's Swett Wealth Management Group Expands
All of whom are current employees of UBS and were internally recruited by the team's Managing Director, Jeffrey Swett.
01/18/2019
Indosuez Wealth Management names new global head of Americas
“Frédéric’s international experience and his extensive banking expertise will benefit the bank in developing synergies between all of Crédit Agricole group’s businesses in the region.”
01/18/2019
Julius Baer Announces Middle East, Africa Team Leads
Bank Julius Baer has announced the creation of two dedicated sub-regions for the Middle East, Africa and Turkey, and the appointment of the new leadership for them.
01/17/2019
Women promoted to Invesco trust hit by boardroom battle
Appointments a ‘bookend’ to the tiff between bond managers and the board
01/17/2019
Family office appoints director of wealth planning
Boswell will be based in London and report to Susie Hillier, Head of Wealth Planning.
01/17/2019
Sanlam Brand Division CEO welcomed
The BMF congratulated Mbhele and pledged its support to him in his new role.
01/16/2019
Vontobel Asset Management expands its ESG Expertise in Emerging Market Bonds
Carl Vermassen joins Vontobel’s emerging markets fixed income team as portfolio manager.
01/16/2019
BNY Mellon Wealth Management names Ray LaDieu as Senior Wealth Director in Dallas, Texas
Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.
01/16/2019
Brown Shipley appoint new client director in Manchester
He joins from Barclays Wealth, where he was a private banker and wealth planner for more than six years assisting a number of high net worth individuals
01/15/2019
BNY Mellon Wealth Management Name A Senior Wealth Director in Dallas, Texas
The Pinnacle Club is the bank's highest distinction for exceptional performers.
01/15/2019
Former Barclays Wealth Head Steve Houston Joins WealthTech as Strategic Advisor
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications
01/15/2019
Vistra Announces New Leadership Appointments in UK, Ireland and Channel Islands
Clive succeeds Jane Pearce who was recently appointed as Managing Director of UK, Ireland and Channel Islands.
01/15/2019
New Managing Director for Nedgroup Trust
The company is committed to an innovative growth strategy, with ongoing investment in its digital capabilities and building on its strong reputation as a high net worth boutique private bank and wealth manager.
01/15/2019
Raiffeisenbank Aarau-Lenzburg appoints new chairman
Lüscher has announced his retirement after 30 years at Raiffeisenbank
01/15/2019
Barclays wealth CIO steps down amid restructure
Hassel has held the role of CIO since September 2015
01/14/2019
Lumen Poaches CEO of UBS Asset Management in Singapore
In a move to expand the business, Lumen hired Michael Chin (pictured above), finews.asia can exclusively reveal.
01/14/2019
Julius Baer Group Ltd. nominates new members for election to the Board of Directors
The Board of Directors further nominates Eunice Zehnder-Lai and Olga Zoutendijk for election as new members of the Board.
01/14/2019
New Cayman and BVI corporate partner for Leading offshore law firm's London office
Ms Amaria, who joins from the London office of another offshore law firm, specialises in both Cayman Islands and BVI corporate law.