07/08/2015
Appleby Recruits 'Stellar' Trust Expert In Jersey
Firm appoints David Dorgan as a Partner within its Channel Islands Private Client & Trust Group
Executive Moves
07/08/2015
Tiffany & Co. Appoints New SVP, International
Tiffany & Co. announced the appointment of Philippe Galtié to the position of Senior Vice President – International, effective August 17th.
07/07/2015
RBC names Group Head, Wealth Management and Insurance
As Group Head he will be responsible for the strategy and performance of Wealth Management in Canada and internationally,
07/07/2015
BMO hires new head of Asian private banking business
The Canadian private bank is also open to distribute funds approved under the mutual recognition fund scheme, says its fund gatekeeper.
07/07/2015
Standard Life Wealth appoints new Head of Operations
He will be part of the Leadership Team and report to CEO Richard Charnock.
07/07/2015
Quilter Cheviot makes series of promotions in major restructure
'Our enhanced team structure has been designed to fit our new business model and to optimise the opportunities available to us now we are part of Old Mutual Wealth,' said chief executive Martin Baines
07/06/2015
St James's Place's Iain Cornish named chairman of Shawbrook Group
The former boss of the Yorkshire Building Society takes top role at the challenger bank
07/06/2015
Boston Private Adds Former Hartford Exec to Board
Boston Private Financial Holdings in Boston has added a former insurance executive to its board.
07/04/2015
Mirabaud strengthens Swiss equities team with Paul Schibli
He comes to Mirabaud from Deutsche Asset & Wealth Management
07/03/2015
Merrill Lynch scoops up more wealth managers from Barclays
After scooping up 20 brokers from Barclays' U.S. wealth and investment management unit, Merrill Lynch hired three new wealth managers from Barclays.
07/03/2015
SEI Appoints Head Of Sales For UK Private Banking Business
He joins from private bank Brown Brothers Harriman
07/02/2015
StanChart appoints global head of managed investments
Standard Chartered's global head of wealth management confirms the splitting of the global head of managed investments and global head of investment advisory roles within the group
07/02/2015
Leadership changes announced in the EY Americas Financial Services Organization
More than 9,000 professionals across member firms with 80-plus offices make up the FSO in the Americas
07/01/2015
Merrill Lynch nabs three more brokers from Barclays
U.S. investment bank Stifel Financial Corp confirmed it would buy Barclays wealth unit earlier this month.
07/01/2015
Macquarie veteran joins Credit Suisse as vice chairman
Credit Suisse has hired long-time Macquarie equity capital markets banker
07/01/2015
Leaper Leaves DST, Launches PanoVista.co
Leaper is serving as president of the new company, whose services include big data implementation, data science, data governance, fixed-income attribution, global equity research and collateral management.
07/01/2015
Carmignac recruits hedge fund manager for global team
He will be in charge of global fund exposure to the above sectors, as well as helping generate investment ideas for other Carmignac funds.
07/01/2015
Ruffer co-founder to chair Seaton's GVQ IM
Jane Tufnell, the co-founder of Ruffer Investment Management, has been appointed to the board of specialist fund manager GVQ Investment Management.
07/01/2015
EY promotes 753 new partners worldwide
This year, EY added a record number of women to its ranks of partners, accounting for more than 30% of the promotions and an increase of 33% compared to 2014.
07/01/2015
BRI Wealth makes Barclays hire for investment team
BRI Wealth Management has hired Emma Buckley (pictured) from Barclays Wealth as a chartered investment manager.