06/24/2015
He was previously an executive vice president at Rabobank, where he led the institution's private banking, personal trust, asset management, institutional trust, brokerage, insurance, financial planning and wealth management services
06/23/2015
Manulife Asset Management Private Markets Announces Three Senior Appointments
Jennifer S. Lundmark to be Head of Real Estate Fundraising
06/23/2015
Barclays Africa Wealth Head Quits After 20 Years at Bank
This is the first senior executive resignation from Barclays Africa, which is controlled by London-based Barclays Plc, for more than two years.
06/23/2015
Charles Stanley Direct has restructured its management team after seeing three senior departures since December
06/23/2015
Deloitte Global appoints new Chairman of the Board
He qualified as a member of the Institute of Chartered Accountants of Scotland in 1982 and is a 1979 graduate of the University of Edinburgh in Business and Economics.
06/23/2015
HSBC Bank USA appoints New Head of Retail Banking and Wealth Management
He joins HSBC from JPMorgan Chase
06/22/2015
State Street Global Advisors announces new President
He led SSGA’s business in Europe, the Middle East and Africa (EMEA) from July 2008 to September 2012 including the purchase of the Bank of Ireland Asset Management and spearheading State Street’s European ETF franchise.
06/22/2015
Before joining JP Morgan, Maharaj was at Credit Suisse were she was director for the European interest rate strategy team.
06/22/2015
He joins the company from Momentum Global Investment Management as business development manager, will report to head of Tilney for Intermediaries boss Miles Robinson.
06/19/2015
He has a long-standing history of helping families achieve their financial goals
06/18/2015
Folding all of them into its wealthy client group
06/18/2015
Standard Chartered Plc's global head of client coverage, Sean Wallace, is leaving, one of the first senior executives to depart since Bill Winters became chief executive officer, a person familiar with the matter said.
06/18/2015
The fact that for all positions internal candidates could have been identified impressively underscores the inherent quality of Julius Baer’s pool of talent,” comments Boris F.J. Collardi, CEO of Julius Baer.
06/18/2015
Bond specialist Alexandrine Jaecklin a new member of Portfolio Management Team as of June 1, 2015
06/18/2015
She joins Brooks Macdonald from Brewin Dolphin
06/18/2015
He will be based in London
06/18/2015
Sanlam Private Wealth poaches ex-Cofunds man
The firm was previously known as Sanlam Private Investment but rebranded in March 2015 to Sanlam Private Wealth
06/17/2015
Barclays Wealth and Investment Management his hired Citibank veteran Dena Brumpton as head of UK Private Bank.
06/17/2015
“We look forward to working with Chris, whose knowledge will be crucial as we continue to expand to meet the demands of our partners, adviser firms and investors.”
06/17/2015
New role to drive sales and relationship management activity for asset management globally