11/20/2017
Stifel picks off a trio of advisors from rivals worth $217M
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
Executive Moves
11/19/2017
UBS AM appoints head of marketing
She has also worked as a marketing consultant for Fidelity Investments and Deutsche Bank.
11/17/2017
DHR Places Chief Trust Officer at BMO Private Bank
She previously served as regional trust director overseeing Indiana.
11/17/2017
BNY Mellon Wealth Management boosts Chicago team
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.
11/16/2017
Brewin Dolphin appoints former Axa Wealth CEO to board
The appointment will be effective from 1 December 2017.
11/16/2017
BNY Mellon Wealth Management hires new managing director in Miami
Montiel was previously a senior vice president and head of Investment Strategies Group Americas at Miami-based EFG Capital International Corp
11/16/2017
Credit Suisse Snaps Up Instinet Veteran
Comerford is a ten-year veteran of U.S. broker Instinet, which belongs to rival investment bank Nomura.
11/15/2017
Hawksford appoints associate director in private client team
Carly has also held roles at Royal Bank of Canada and IFG Trust Jersey.
11/15/2017
Former Schwab Consultant Joins PagnatoKarp
He’s also consulted for UBS Wealth Management, Wachovia, Lincoln Financial and AXA Equitable.
11/15/2017
Charles Stanley Boosts Advice Arm With Ex-HMRC Tax Officer
Charles Stanley Has Bolstered Its financial Planning Team With Two Key Hires
11/15/2017
Barclays W&I hires JP Morgan Private Bank digital head
He will work closely with business heads across Wealth & Investments.
11/15/2017
Hawksmoor reunites London team with Sanlam hire
Hawksmoor opened its London office in April 2016, following the double launch of its Dorchester and Taunton branches at the end of 2015.
11/15/2017
New Management team at Walker Crips' York office
It gives me great pride and pleasure to congratulate our talented York team on their well-deserved promotions.
11/14/2017
BNY Mellon Wealth Management boosts Wealth Investment Advisor Group
In that role, she developed strategies for Latin American clients, was a member of the Global Asset Allocation committee and chaired the local Investment Strategy Committee.
11/13/2017
Impact Investment appoints new CEO
Fund manager and co-investor Impact Investment Group has appointed Daniel Madhavan as its new chief executive.
11/13/2017
Asset manager names new COO for EMEA and APAC
Prior to joining Northern Trust in 2015, Fee spent 10 years at Janus Capital International.
11/13/2017
Brooks Macdonald hires from Rathbones and Charles Stanley
The AIM listed group, recently announced that it reached £11 billion of assets under management.
11/13/2017
VP Bank to Boost Digital Development
The bank succeeded in finding a banker with the required profile for the job.
11/13/2017
UBS has just hired a top Apple analyst from small investment bank
He spent four years at Deutsche Bank as a director.
11/13/2017
CRUX hires former Alliance Trust and Baillie Gifford sales head
Pearson joins with immediate effect