11/07/2016
Swiss private bank poaches from high fashion
In her role, she will also directly oversee events, publications, editorial content and client experience.
Executive Moves
11/07/2016
New financial advisors appointed at Bath-based Epoch Wealth Management
Bath based Epoch Wealth Management has strengthened its growing team of financial advisers with two new appointments
11/07/2016
Quantum Global Adds Ex-Prime Minister of Mali and Leading Swiss Lawyer to its Advisory Board
A corporate governance expert, Dr. Ladner is now an investor and strategic adviser with seats on a variety of Boards.
11/07/2016
Credit Suisse Lures Asia Banker from UBS
Kourteff has managed financial planning teams in North Asia as well as brokers supporting wealth planners and client advisors covering South Asia, according to his LinkedIn profile.
11/07/2016
Lombard Odier Fixed Income Expert Departs
annik Zufferey had taken over as fixed income investment chief as part of that revamp.
11/04/2016
Robertson Stephens appoints new MD
RSAM’s fund is a tax-efficient solution for employees of growth-stage companies looking to exercise options or generate liquidity for personal use.
11/04/2016
Rowan Dartington sets up shop in Edinburgh with Tilney man
The Edinburgh appointment is the latest in Rowan Dartington’s series of hires this year, in an effort to expand its footprint across the UK.
11/04/2016
Ex-UBS Executive Director Joins HSBC
A former Executive Director UBS moved to HSBC to take up a senior role
11/04/2016
Edmond de Rothschild’s Euro chief exits after one year
The move comes in the wake of Grabowski leaving the company to pursue other opportunities after spending over 20 years at the bank, according to one of the firm’s spokespeople.
11/04/2016
Rathbones head of investment management made redundant
He took up his current role in 2012.
11/04/2016
Miton's Chimes joins Liontrust as head of global distribution
Liontrust has hired new head of global distribution
11/04/2016
Timothy Tse resigns as CEO of Hong Kong fund house Value Partners
Value Partners’ founder and chairman Cheah Cheng Hye will serve as interim
11/02/2016
HSBC names Dame Clara Furse as boss of new ring-fenced HSBC UK
She has served for the last three years, as a result of her new position.
11/02/2016
RBC Wealth Management invests in new alternative investments strategy with key hire
He was also Series 3 licensed with the Commodity Futures Trading Commission.
11/02/2016
Tilney Bestinvest names new tech partner
The new integrated tech platform will support financial planning, portfolio management, trading and market data, multi-channel client engagement and reporting.
11/02/2016
Standard Chartered Jersey appoints Head of Wealth Intermediaries
New Head of Wealth Intermediaries for Standard Chartered Jersey
11/02/2016
Ruth Metzler-Arnold appointed to the Board of REYL & Cie
She began her career at UBS, moving to PricewaterhouseCoopers as an auditor in 1990 and then, in 1996, she became Minister of Finance in the Cantonal Government of Appenzell Rhodes-Interior.
11/02/2016
WH Ireland strengthens wealth management team
WH Ireland strengthens wealth management team
11/02/2016
New director at wealth management firm Brewin Dolphin
Working across the Nottingham and Leicester offices, Alan Rodgers, along with current divisional director and head of East Midlands financial planning, Scott Charlish, will help to lead a team of nine staff.
11/02/2016
Sarasin & Partners appoints head of global equities
Jeremy will report to Head of Asset Management Subitha Subramaniam.