03/06/2020
UK wealth management group hires financial planning partner for London office
As part of Tilney’s ‘dual expert’ approach, Ross will work closely with the firm’s award winning investment managers
Executive Moves
03/06/2020
ANZ axes 230 jobs, guts wealth business
It is understood that ANZ's remaining headcount in the two remaining wealth units would total fewer than 100 financial advisers.
03/06/2020
Deutsche Bank Wealth Management names two additions to APAC lending team
The appointees are based in Hong Kong and Singapore, respectively.
03/06/2020
Board Changes - Full Year 2019
Following these appointments, Schroders will have a majority of independent non-executive Directors on the Board
03/06/2020
Raymond James scoops up $370M of advisors from Merrill Lynch, Wells Fargo
The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.
03/05/2020
UK wealth manager names Irish CEO successor
Current chief executive will step down after 25 years at the company
03/05/2020
FE fundinfo appoints new Head of Asset Management Sales
It’s an exciting time to be joining the company, not only with David and Hamish’s appointment, but also with the developments in our asset management offering in Europe.
03/05/2020
Pershing’s Mark Tibergien to Retire at End of May
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Lombard Odier boosts convertible bonds team
Festa brings in-depth experience of credit analysis, security selection and risk mitigation to the team.
03/05/2020
At UBS, An Ally Awaits Ralph Hamers
How Hamers plans to replicate this approach at UBS, where the average age in top management is 56, remains to be seen.
03/05/2020
Wells Fargo AM strengthen European presence with five new senior hires
Each of these hires brings experience, expertise and perspective that align perfectly with where we are looking to build deeper connections with our growing client base.
03/05/2020
Raymond James Nabs $190M Bank Unit
This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.
03/05/2020
Partners Group proposes board of directors member as two exit
Partners Group has its headquarters in Zug and has CHF 89.5m in assets under management.
03/05/2020
Jay Goffman joins Rothschild & Co as a Vice Chairman, Global Advisory North America
Jay is a global authority on restructuring
03/05/2020
Sanlam hires from Charles Stanley as Brighton head retires
Sanlam UK has hired Lydia MacDonald as a portfolio manager in its Brighton office, as its current Brighton boss Tony Gammon is set to retire in April.
03/05/2020
Eddie Clarke named as Brewin Dolphin Ireland’s next chief executive
UK investment firm’s Irish unit is also set to get a new deputy chief executive
03/04/2020
Amar Joins Fiduciary Trust as VP and Trust Counsel
Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.
03/04/2020
JHC hires Head of Cloud & Operations to deliver SaaS solution for wealth managers
The industry is waking up to the potential of Cloud and it’s essential that we continue to provide our clients with access to cutting edge digital innovation and technology.
03/03/2020
Consolidator bolsters team with rival talent
Kingswood hired Harriet Griffin as its chief operating officer, who formerly held the same role at Charles Stanley in its private client investment management team.
03/03/2020
Amati Global Investors boosts sales team
Thomson will work closely with Head of Sales, Rachel Le Derf and Jonathan Woolley