04/01/2016
Danske Bank names head of new wealth management unit
"Wealth Management is a business area that is undergoing rapid change and holds considerable potential," says CEO Thomas F. Borgen.
Executive Moves
04/01/2016
Ruffer European equity veteran Youngman steps back
The former has worked with Youngman on the fund for five years and the latter three years.
04/01/2016
Coutts’ Asia business is to lose one of its most senior private bankers
In the midst of the pure-play’s integration with Union Bancaire Privée
04/01/2016
UBS CIO Who Led Blockchain Efforts Is Leaving the Bank
A year ago, Mr. Bussmann created an innovation lab in London
04/01/2016
Nutmeg hires from Towry for advice arm
‘Everybody needs financial advice, but many people can’t access it. I think that’s a tremendous shame, and I’m glad to be part of a team that’s addressing the problem directly.’
04/01/2016
Vontobel Liechtenstein presents new management structure
Urban Laupper will take over as Chairman of th e Executive Board of Bank Vontobel (Liechtenstein) AG in Vaduz.
03/31/2016
UBS Hires Hershberger From Credit Suisse for Asset Management
Hershberger is joining UBS as a vice chairman in financial institutions in New York
03/31/2016
Multi-asset fund manager to exit Schroders
Schroders multi-asset fund manager Iain Cunningham is set to leave the firm in June.
03/31/2016
Investment banking veteran joins UBS
She will report to UBS' head of global ultra-high net worth, Mr Joe Stadler, and Asia-Pacific head of wealth management, Mr Edmund Koh.
03/31/2016
Schroders appoints Head of EMEA Marketing and creates new role to focus on digital ambitions
Courtney and Peter will be based in London and will report to James Cardew, Global Head of Marketing.
03/31/2016
Bank of America Merrill Lynch hires $330M Morgan Stanley duo
With $2.5M in production, Jeremy Newton and Stephen Lamb have joined an office in Houston.
03/31/2016
Northern Trust Makes Senior Securities Lending Appointment
He reports to John Irwin, head of international trading in EMEA & APAC.
03/30/2016
Schroders fund manager to depart after 12 years
His current fund management responsibilities will be shared across the investment value team and there are no planned changes to the investment objectives of any of the funds.
03/30/2016
Old Mutual Wealth's Freeman joins Tisa board
Freeman was chief executive of network Intrinsic when it was acquired by Old Mutual in a deal worth £98 million.
03/30/2016
Dynamic duo for Brown Shipley
Wealth manager Brown Shipley has scored a double
03/30/2016
UBS COO makes several management changes, CIO to leave -memo
The memo, the contents of which were confirmed by UBS, also said Chris Gelvin would take on the newly created role of chief operating officer for group COO and Harry Egger would lead Group Corporate Services.
03/29/2016
Credit Suisse’s Asset Management Head to Leave
Bob Jain to become co-chief investment officer at Millennium Management
03/29/2016
Credit Suisse Hires Lazard's Cohen for Retail Banking Deals
Cohen joined Lazard in 2009 from UBS Group AG and was most recently global head of retail.
03/29/2016
Tilney Bestinvest boosts team with Julius Baer hire
Tilney Bestinvest is one of the UK’s leading investment managers serving private clients, intermediaries and charities. Following completion of the firm’s recently announced acquisition of Ingenious Asset Management, the combined group will ma
03/29/2016
Wealth manager bolsters investment team with three new hires
The three new Investment Managers have over 100 years’ experience in managing portfolios for private individuals, family trusts, charities and the clients of financial advisors, solicitors and accountants.