12/18/2017
Fieldpoint Private Welcomes Team from J.P. Morgan
Landmark Group manages over $700 million for wealthy client families
Executive Moves
12/18/2017
Overload Golf Appoints Manager Of BAR Fund
After starting his career at Morgan Stanley, he started his own boutique wealth management firm
12/17/2017
St James’s Place boss takes leap to Weatherbys Bank
The 64-year-old will continue to spend two days a week advising SJP.
12/15/2017
Swiss fintech group bolsters advisory team
Prior to that, he worked among others as process and marketing manager at chemical firm Krebs Swiss AG, process solutions firm Glatt AG and construction company Kühni AG
12/15/2017
Raymond James sweeps up advisors with nearly $1.4B
They bolted from UBS and officially registered with Raymond James on November 30
12/15/2017
UBS Reshuffles in Hong Kong
The move has several effects: Adeline Chien will become a regional market manager of domestic Hong Kong, while LH Koh advances to regional market manager for domestic Hong Kong and international Japanese clients.
12/14/2017
Northern Trust hires experienced manager to drive alternative investment business
Chan joined Northern Trust from SS&C GlobeOp where he was a senior director in business development.
12/14/2017
Julius Baer advisory solutions deputy head joins fintech's board
Another new member of the board is Rasoul Daniel Jalali, who is currently COO of a blockchain technology firm Tend Technologies.
12/14/2017
UBS Wealth Chief to Be Replaced in Reshuffle
They've delivered excellent results and I'm convinced that their broad leadership skills will allow us to continue to deliver on our targets and capture future opportunities," said Group Chief Executive Officer Sergio P. Ermotti.
12/14/2017
Citigroup's new managing-director list is out — here are the investment bankers and traders who just got promoted
The Institutional Clients Group includes, among other operations, Citi's investment banking and trading teams.
12/14/2017
Platform supremo rejoins Old Mutual Wealth
He will be responsible for promoting the Old Mutual Wealth Platform customer and adviser propositions in the UK, including pensions, investments and protection.
12/14/2017
Pictet hires L/S specialist for $8.3bn total return unit
The company, which focused on European long/short funds in the large-cap space, announced its closure in June 2017 following over 11 years of operating
12/14/2017
St Gallen bank appoints new private banking head
Prior to this appointment, Schibli served as deputy head of private banking at Acrevis for three years.
12/14/2017
UBS puts wealth management in hands of ex-Commerzbank boss Blessing
Another German banker, former Bundesbank head Axel Weber, has been chairman of Switzerland's biggest bank for some years.
12/14/2017
Credit Suisse Promotes 166 Employees to Managing Director Level
Thiam has said that bankers shouldn’t expect big raises for this year.
12/14/2017
Another UBS Team Fled in Advance of Protocol, Merrill Vet Goes Independent
The Protocol, which Morgan Stanley left last month, permits brokers moving among signatory firms to take customer-contact information to jump-start their practices at new employers.
12/13/2017
Jupiter appoints Ash Ray as head of governance research
Jupiter views corporate governance as an integrated part of the investment process.
12/13/2017
Old Mutual Wealth poaches from Aegon for platform hire
In his new role he replaces Tom Hawkins who will lead Old Mutual Wealth’s team of office-based consultants.
12/13/2017
Jupiter appoints Ash Ray as head of governance research
Jupiter views corporate governance as an integrated part of the investment process.
12/13/2017
Julius Baer names three succession options for EAMs
In its latest viewpoint the firm said many baby boomers are now approaching retirement age, and it's crucial for EAMs to have a succession plan in place.