05/22/2017
Investec W&I poaches three directors from Julius Baer
All three are highly experienced investment professional
Executive Moves
05/22/2017
HSBC GAM poaches Newton and Aviva responsible investment heads
She was a director at F&C Investments.
05/22/2017
Merrill Lynch Hires Team of Advisors in New York
The SEAM Wealth Management Group is committed to developing lasting client relationships built on trust and personalized service
05/22/2017
Dynasty Financial Partners Taps Senior Industry Leader
He will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney.
05/20/2017
Credit Suisse appoints Filipino investment banker
He joins Credit Suisse from Macquarie Group, where he spent 17 years in various roles based around Asia Pacific.
05/19/2017
Bravura appoints wealth management exec
Velpuri previously held executive roles at Oracle and CA Technologies and was most recently the vice president at Capsilon Corporation.
05/19/2017
Change of auditor
This appointment remains subject to approval by shareholders at the 2017 Annual General Meeting to be held in November 2017.
05/19/2017
APG Asset Management CEO to step down
He joined APG Asset Management in 2010 as CIO for capital markets investments.
05/19/2017
Oprah’s Star Money Manager Moves On
Peter Adamson leaves to take similar post for Eric Smidt, owner of retailer Harbor Freight Tools
05/18/2017
Hargreaves Lansdown chairman to step down
Fiscal 2017 year-to-date revenue totaled GBP315.7 million, up 17%.
05/18/2017
Cyril Latroche appointed new Member of the Board of Directors of Falcon Group:
The new Board member Cyril Latroche adds: "I look forward to working with the Board and leadership team to help the bank achieve sustainable returns for its shareholder."
05/18/2017
Beaufort hires Brewin director for HNW service
We have an established proposition for financial advisers who wish to outsource their clients' investment portfolios.
05/16/2017
Myer Family lures NAB executive
He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years.
05/16/2017
JPMorgan Australia boss passes baton, takes chairman role
He said he wanted to step into the next phase of his career while there was still plenty of time to devote to non-executive roles.
05/16/2017
Billionaire Steve Cohen hired 2 investors from the CIA's secretive VC fund for a new Palo Alto office
He has hired two people who invested on behalf of the CIA.
05/16/2017
Noah picks Morgan Stanley exec to lead Global Family Office
A unit that group president Kenny Lam believes is a natural next step for China’s largest independent wealth manager
05/16/2017
Barings sees further exits from multi-asset team
Luca has left Barings and we wish him the best in his future endeavors
05/16/2017
Private Bank in Jersey appoints director in Wealth Intermediaries team
The Wealth Intermediaries team provides bespoke banking, lending, investment and dealing services to wealth intermediaries and their underlying clients.
05/16/2017
Hargreaves Lansdown hires FX boss to drive growth
It’s an exciting time and we have ambitious growth plans for the business
05/16/2017
Credit Suisse Poaches Ex-Veteran UBS Banker
The hire of Watabe, who spent nearly 40 years at UBS, is a coup for Credit Suisse, which has seen mixed results from its wider Asia business in recent months.