03/06/2018
Canaccord Genuity Expands North American Debt Finance & Restructuring Team
The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.
Executive Moves
03/05/2018
Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors
We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.
03/05/2018
SGG Group appoints Business Development Director US operations
US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing
03/05/2018
Fairstone fully-acquires Zimb Johnson following successful integration
The deal brings total fee income of c. £850,000 to Fairstone and funds under management of almost £200m.
03/02/2018
Nikko AM appoints Head of Marketing – International
Joining Nikko AM as Head of Marketing, Asia ex-Japan in early 2012 and expanded her role to cover the Americas in 2015.
03/02/2018
SGG Luxembourg appoints Luxembourg MD
He joins SGG from Intertrust where he was until recently the Managing Director responsible for their business and operations in Greater China, with offices in Hong Kong, Shanghai, Beijing and Guangzhou.
03/02/2018
Jim Campbell quits JP Morgan
This week five members of its fund sales team quit in moves that the company insisted were not connected.
03/02/2018
Rockefeller Capital Management Announces Official Launch
Start of New Financial Services Firm Marked by Additional Senior Appointments
03/01/2018
Smith Greenfield announces new chair and investor
Known for growing businesses in the High Net Worth insurance sector, the new chair has invested an undisclosed amount in Smith Greenfield and is now a minority shareholder.
03/01/2018
Nedbank Private Wealth appoints new head
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and a Fellow of the Chartered Institute of Bankers.
03/01/2018
New AIC chair appointed to asset management boutique board
The announcement was accompanied by full year results which showed a 79% increase in assets under management to £649 million. Revenue is up 85% to £6.5 million year-on-year.
03/01/2018
New MD for Wealth Management Firm
Both Francis and Langham have been with the business for ten years.
03/01/2018
Burberry Turns to a Designer Who Befriended the Kardashians
Riccardo Tisci to oversee CEO Gobbetti’s high-fashion facelift
02/28/2018
BMO Wealth Management Strengthens Ultra-High Net Worth Team with Six Senior Hires
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients.
02/27/2018
Julius Baer makes Guernsey promotions
Craig, who has 20 years’ experience in the banking sector, has held the role of Managing Director, Head of Portfolio Management Guernsey at Juilus Baer for the past two years.
02/27/2018
Lombard Odier IM hires PM for long/short launch
New PM Langlois has 20 years of industry experience
02/27/2018
Change at the top of BNY Mellon Wealth Management
“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.
02/27/2018
Sporty Steve is latest signing for AFH
I know that as part of AFH I’ll be able to offer then an even better service
02/27/2018
L’Oréal Promotes Gretchen Saegh-Fleming to CMO in Continued Digital Push
Current marketing chief, Marie Gulin-Merle, departs for Calvin Klein
02/27/2018
Life-long JPMorgan Private Banker in L.A. Shifts to Merrill
Merrill’s PBIG unit includes around 350 brokers serving a limited list of clients with at least $2.5 million invested at the firm.