04/11/2017
Family office manager expands
Atrium currently has a headcount of 31, with 11 comprising the investment team
Executive Moves
04/11/2017
RBS' Dan Williams resurfaces as APAC and wealth management GC at UBS
He held five different positions within RBS, including GC for Asia Pacific and Markets UK/EMEA and head of corporate & institutional banking.
04/11/2017
Lombard Odier Hires Veteran CS Banker
He was the operating head of structured products within Credit Suisse's private bank.
04/10/2017
BRI appoints head of portfolio management
He will work alongside Vince Hopkins, BRI's head of investment management and chief investment officer
04/10/2017
Brooks Macdonald poaches senior manager from Axa
Crowe joins the firm after six years at Axa Life Invest where he was senior guaranteed sales specialist
04/10/2017
Myddleton Croft make senior promotion
Feather, 26, also recently achieved the prestigious CISI Chartered Wealth Manager qualification.
04/10/2017
William Blair Expands Private Wealth Management in New York
We are focused on serving a sophisticated clientele that values comprehensive financial advice.
04/10/2017
Vinexpo names moet hennesy ceo as president
For more than thirty years the Vinexpo brand has successfully promoted the wine and spirits sector in general and French exports in particular.
04/10/2017
Beaufort IM appoints ex-Rowan Dartington equities head as CEO
Joined the firm in August 2016
04/07/2017
Indosuez Switzerland Promotes Investment Specialist
He manages the wealth management and corporate finance teams.
04/07/2017
Merrill Lynch Hires Financial Advisor from Wells Fargo
Their practice is based on helping their clients achieve their goals. Our platform and range of capabilities will allow Aaron and Lisa to meet all of their client needs and continue to grow their practice.
04/07/2017
There has been a shake-up in trading at the world's largest hedge fund
Before moving to Bridgewater in 2015, Marques was the head of electronic trading at Deutsche Bank.
04/07/2017
Ex-Rathbones CEO joins investment consultancy
He will serve as chair, replacing Simon Davies, who stepped down
04/07/2017
Smith & Williamson hires ex-GAM UK private client co-head
I am delighted to have joined a partnership
04/06/2017
SunTrust grabs two former Deutsche Bank advisers for HNW business
He was formerly at Salvus Capital Management, an Atlanta-based private equity firm, for almost a decade.
04/06/2017
BNP Paribas appoints Wealth CEOs
“With these appointments, BNP Paribas Wealth Management is demonstrating its firm commitment to the continued development of our wealth management business across the world"
04/06/2017
Citi hires private equity MD from UBS
Wall Street bank adds to European team working with sponsors, sovereign wealth clients and hedge funds
04/06/2017
BMO Wealth Management Appoints CTC | myCFO Leader
Nick Paldrmic appointed as President of BMO Wealth Management's ultra-high-net-worth business, CTC l myCFO
04/06/2017
Home & Legacy enhances claims and technical departments with new appointments
The expansion of Home & Legacy’s technical underwriting and claims teams shows our commitment to providing our brokers with even greater access to decision makers in our business.
04/06/2017
Ben Yearsley departs Wealth Club
The end of the tax year seemed an ideal time to move on.