04/10/2017
Beaufort IM appoints ex-Rowan Dartington equities head as CEO
Joined the firm in August 2016
Executive Moves
04/07/2017
Indosuez Switzerland Promotes Investment Specialist
He manages the wealth management and corporate finance teams.
04/07/2017
Merrill Lynch Hires Financial Advisor from Wells Fargo
Their practice is based on helping their clients achieve their goals. Our platform and range of capabilities will allow Aaron and Lisa to meet all of their client needs and continue to grow their practice.
04/07/2017
There has been a shake-up in trading at the world's largest hedge fund
Before moving to Bridgewater in 2015, Marques was the head of electronic trading at Deutsche Bank.
04/07/2017
Ex-Rathbones CEO joins investment consultancy
He will serve as chair, replacing Simon Davies, who stepped down
04/07/2017
Smith & Williamson hires ex-GAM UK private client co-head
I am delighted to have joined a partnership
04/06/2017
SunTrust grabs two former Deutsche Bank advisers for HNW business
He was formerly at Salvus Capital Management, an Atlanta-based private equity firm, for almost a decade.
04/06/2017
BNP Paribas appoints Wealth CEOs
“With these appointments, BNP Paribas Wealth Management is demonstrating its firm commitment to the continued development of our wealth management business across the world"
04/06/2017
Citi hires private equity MD from UBS
Wall Street bank adds to European team working with sponsors, sovereign wealth clients and hedge funds
04/06/2017
BMO Wealth Management Appoints CTC | myCFO Leader
Nick Paldrmic appointed as President of BMO Wealth Management's ultra-high-net-worth business, CTC l myCFO
04/06/2017
Home & Legacy enhances claims and technical departments with new appointments
The expansion of Home & Legacy’s technical underwriting and claims teams shows our commitment to providing our brokers with even greater access to decision makers in our business.
04/06/2017
Ben Yearsley departs Wealth Club
The end of the tax year seemed an ideal time to move on.
04/06/2017
Tavistock hires Lighthouse director in development role
Evans will work alongside chief executive and former Wealth Manager coverstar Brian Raven who said he was ‘delighted’ at the appointment.
04/06/2017
Brewin Dolphin's Nicol and five others made honorary CISI fellows
FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.
04/06/2017
Tavistock Investments appoints business development director
As the title suggests, Mark Evans will be responsible for all business development activity across the group
04/05/2017
Senior Hire at Indosuez Wealrg unit
He is the fourth senior banker recruited by Indosuez Wealth Management in Asia since the start of 2017.
04/05/2017
BNP Paribas Changes Asia Pacific Wealth Management Leadership
The appointments are effective April 5, 2017 the bank said in a press release.
04/05/2017
Credit Suisse’s head of data science and head of macro investing quit to set up their own AI firm
The exits leave Credit Suisse with two big holes to fill
04/05/2017
Openwork reveals adviser numbers
We believe this growth is a clear endorsement of our proposition and unique structure.
04/05/2017
Deutsche Bank wealth management exec to leave bank
Ms. Grob will stay at Deutsche Bank until a successor is named to oversee the U.K. business.