08/22/2019
Close Brothers poaches two from Brewin Dolphin
He is a Fellow of the Chartered Institute for Securities & Investment.
Executive Moves
08/22/2019
Cantonal bank to propose UBP board member for election
She previously worked at UBP as head of the treasury and trading division.
08/22/2019
Saranac Partners appoints Client Advisor
Marc brings a great deal of experience along with a strong network of clients and established relationships and I am very pleased to welcome him on board.
08/21/2019
$5 billion wealth manager Chilton Trust just hired a new CEO away from JPMorgan's private bank this summer.
Chilton Trust, a wealth-management firm managing about $5 billion in assets, wants to meaningfully grow its adviser head count over the next two years.
08/21/2019
Dr. Ben Caldecott Appointed Senior Adviser to Chair and CEO Green Finance Institute
Driving the Global Green Finance Agenda through International Dialogue, Partnerships and Trade
08/21/2019
HSBC GAM bolsters credit efforts with global head role
Her strong background and expertise make her the ideal candidate for this role
08/21/2019
Geneva WM hires new fund manager from BCGE
Prior to that, she worked at Fiduciary Trust and Banque SCS Alliance. She was rated by Citywire for the first time in 2016.
08/20/2019
Bank of Singapore Expands UHNW Shelf with Senior Hire
Teo was most recently a Hong Kong-based director of equity capital markets for Credit Suisse.
08/20/2019
Raymond James takes on $260M Merrill Lynch team
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
Credit Suisse Nabs UBS Veteran
The bank confirmed the hire of Imhof, who will report to investment management head Bjoern Jesch.
08/20/2019
Growing pains strike Sanlam as 11 senior figures depart
The departures highlight the challenge facing Sanlam's UK chief executive Jonathan Polin as he pushes through an ambitious growth strategy
08/20/2019
WH Ireland makes former Ofgem boss as non-exec director
The role remains subject to FCA approval
08/20/2019
Kleinwort Hambros strengthens UK front office team with two senior appointments
Steven will assume the role on 23 September and will report into Andrew Hillery, Head of UK Private Banking at Kleinwort Hambros.
08/20/2019
UBS names new CEO for EU business
Novakovic will take up her new position, which is based in Frankfurt, on 1 September.
08/20/2019
Hargreaves loses proposition manager to Schroders Personal Wealth
Financial advice business makes double appointment
08/20/2019
Tatton poaches from Brooks Macdonald in hiring push
The firm says it is also preparing to hire a further research analyst and investment strategist in due course.
08/20/2019
Pictet WM recruits 20 in Greater China expansion plans
Tee succeeds Claude Haberer, who has led the expansion of Pictet’s Asian business since 2011.
08/20/2019
CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/19/2019
Fundsmith appoints head of adviser sales
Fundsmith founder and chief investment officer Terry Smith said: “We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments.
08/19/2019
Pictet overhauls Asia leadership in expansion push
Tee Fong-Seng, who joins as the succeeding CEO of PWM Asia, was most recently chairman of EFG Bank’s Asia advisory board.