04/06/2017
Ben Yearsley departs Wealth Club
The end of the tax year seemed an ideal time to move on.
Executive Moves
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.
04/05/2017
Julius Baer poaches Coutts director
Winterburn is the latest in a string of recruitments by Julius Baer in an effort to expand its UK presence.
04/05/2017
Investec W&I names new Birmingham head
In his new role, he will focus on growing the Birmingham branch’s private client base and range of professional connections.
04/04/2017
Peter Moyo appointed new CEO at Old Mutual’s emerging-markets unit
The Vodacom chairman returns to his former employer on June 1 as CEO of Old Mutual Emerging Markets
04/04/2017
UBS Taps Exec to Head New Sustainable Investing Push
As demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field
04/04/2017
Triad loses team to Raymond James
An advisory group overseeing about $150 million in client assets switches to the independent broker-dealer at the regional firm
04/04/2017
UBS' Private Banking Guru Departs
UBS tasked him with its so-called wealth lab just over three years ago, to figure out how it could head off digital rivals as a new crop of younger clients emerged.
04/04/2017
J. Safra Sarasin boosts Zurich and Basel teams
We are confident that the foundations are laid out for a successful future.
04/03/2017
UBS Gets Private-Equity Manager for Board
Julie G. Richardson served as Vice Chairman of JPMorgan Chase & Co.’s Investment Banking division
04/03/2017
ZEDRA expands Jersey Funds team with two new hires
The appointments are a signal of intent that we will continue to seek out the very best Trust, Corporate and Fund service professionals to help grow our firm.
04/03/2017
Coutts wealth manager leaves for UBS
Wilson’s departure from Coutts follows a number of senior exits in recent months.
04/02/2017
Redmayne-Bentley hires ex-Charles Stanley man
His experience within the industry is impressive and makes him an ideal addition to our expanding team of investment managers.