09/12/2018
Close planner becomes family office's seventh 2018 hire
May has 13 years’ industry experience, having started his career at Fidelity in 2005.
Executive Moves
09/12/2018
Wealth adviser hires ex-City CFO to oversee growth plan
The firm is also issuing share options to all of its staff
09/12/2018
Smith & Williamson adds 14 partners to its ranks
They are all instrumental to our relationship-led approach of putting clients first
09/11/2018
Invesco Perpetual veterans Parks and Newman to retire
He has headed up the firm's Asian equities division since 2004, and has grown the franchise to be one of the biggest Asian asset managers globally with £13.2 billion of assets.
09/11/2018
Family Office Exchange Establishes a CEO Advisory Board to Help Shape Strategy for the Future
Families are facing many challenges as they begin to adopt an Enterprise mindset, and this can include concerns around family unity, monitoring and managing new opportunities and risk, leadership transitions, and enterprise governance.
09/11/2018
Experienced Chicago Wealth Management Team Joins RMB Capital
The team was most recently at Calamos Wealth Management, where they all served in senior roles.
09/11/2018
Brown Shipley appoints director in double London hire
Conway has over 30 years’ industry experience and specialises in the Middle East and North Africa market.
09/11/2018
Close Brothers makes key HNW investment hire from Rathbones
Oliver Harvey brings with him 19 years of experience of managing investments.
09/11/2018
J Safra Sarasin hires MD from Deutsche Bank
Mary Lee has joined Bank J Safra Sarasin’s ultra-high-net-worth team as managing director for client advisory, based in Singapore.
09/11/2018
Citi Private Bank appoints Philippines’ global market manager
The majority of bankers serving clients in this region are based out of Singapore.
09/11/2018
WH Ireland appoints head of compliance and risk
WHIreland has appointed the highly experienced Susan Brooksbank, as the group’s Head of Compliance and Risk. This appointment comes at a crucial time, as regulatory demands on firms continue to increase and WHIreland looks to build on its current po
09/10/2018
Appointment of Jérôme Lambert as Group Chief Executive Officer
As first amongst equals, he will work in partnership with his fellow senior executives on the Board
09/10/2018
Alibaba's Jack Ma to hand chairman's role to CEO Daniel Zhang next year
His retirement as executive chairman will coincide with his 55th birthday.
09/10/2018
Shaw and Partners beefs up wealth advisory team
Sources said Kerkvliet, who also had stints at UBS and Merrill Lynch, manages about $100 million in assets.
09/10/2018
RBC Wealth Management appoints Trust Director
In his new role, Martyn has responsibility for a portfolio of high-net-worth clients and the oversight and administration of new clients.
09/10/2018
Kleinberg Kaplan adds private client partner
James joins the firm from Seddons, where he was Head of the Private Wealth team.
09/10/2018
Brown Shipley makes two new hires in London
Mr Conway, who has more than 30 years’ industry experience, specialises in the Middle East and North Africa market and Brown Shipley says his arrival “will strengthen the international team’s expertise in the region.”
09/10/2018
Julius Baer extends UK campaign with eight senior hires
Thomas joins from the Royal Bank of Canada, where she worked with business owners and entrepreneurs across the UK.
09/10/2018
Edmond de Rothschild Asset Management appoints Head of Convertible Bonds
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.
09/10/2018
Stonehage Fleming appoints director of investment strategy & research
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.