02/05/2020
WM hires investment manager for London branch
Bellecapital opened its first UK office in 2016, through the acquisition of Williams de Broë Private Investment Management.
Executive Moves
02/05/2020
IQ-EQ Welcomes New Client Services Director in Jersey
Simon is both technically strong and attuned to clients’ needs, both of which make him immensely suited to his new role with IQ-EQ.
02/05/2020
Broadridge appoints new President
Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.
02/05/2020
Two key hires join private bank Hampden & Co from Handelsbanken
Former RBS bankers Ian Gibson and Clare Ansell appointed as directors at Edinburgh-based firm
02/05/2020
Appleby Announce High Profile Appointments
Malcolm Moller has been appointed as the new Group Managing Partner.
02/04/2020
Profile assigns Chief Business Officer for MEA, APAC, UK, Ireland and Americas
The assignment aims at improving the existing momentum the company has with the implementation of its platforms in selective financial organisations in the mentioned regions.
02/04/2020
Credit Suisse announces changes to board of directors
In addition to his chairman role at TSB, Meddings currently serves as a non-executive director and chair of the Audit Committee of HM Treasury in the UK.
02/04/2020
Wells Fargo Lays off Wholesalers in Asset Management Arm
The decision to restructure the wealth client group represents a first step in this effort.
02/04/2020
Dealer group restructures leadership
The head of compliance - policy and regulatory position is yet to be filled.
02/04/2020
Charter Hall appoints new fund manager
The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.
02/04/2020
Swapnil Mishra joins Kristal.AI to combine two decades of experience with artificial intelligence technology as digital wealth management heats up
Swapnil believes that in the coming decade, transparency and technology will play a key role in building trust - attributes that are the foundation of Kristal.AI.
02/04/2020
Julius Baer to cut 300 jobs and focus on technology after profit fell in 2019
The wealth manger said it expects to improve revenues by more than 150 million Swiss francs over the three-year period by broadening its offerings for wealthy and ultra-wealthy clients and increasing technology investments to enhance its client advice.
02/04/2020
HSBC Private Bank taps Santander selector to head funds
Fixed income and multi-strategy specialist to take on new funds and ETFs post.
02/04/2020
Hampden taps senior Scottish banking duo in hiring spree
Hampden & Co. has appointed Clare Ansell and Ian Gibson from Handelsbanken as banking directors in Edinburgh.
02/04/2020
Citi bolsters private banking team in Spain
The appointment is part of the firm's commitments to boost its private banking business in Spain.
02/03/2020
Calastone Names Chief Revenue Officer
He brings with him more than 25 years’ experience in the asset management, wealth management and treasury industries
02/03/2020
Archax appoints former FCA supervisor as chief compliance officer
Archax, which plans to launch its exchange in mid-2020, is focused on providing a venue for institutions and professional investors to trade in digital securities.
01/31/2020
Winton joins Alex Wright to help on Fidelity Special Values
His promotion comes amid a raft of co-manager appointments by Fidelity as the investment group strengthens its UK equities team and elevates a new generation of fund managers.
01/31/2020
Family Office Exchange Bolsters Family Business Expertise with New Leadership Addition
She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.
01/31/2020
Morgan Stanley, UBS Shuffle Managers on East and West Coasts
Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.