05/08/2017
Guernsey Finance Deputy CEO appointed
Kate has been responsible for leading business delegations and promotional activity in South East Asia, North America and Europe.
Executive Moves
05/04/2017
Standard Life Wealth strengthens leadership team
Reporting directly to Richard Charnock, Chief Executive Officer, John will have responsibility for the overall performance of Standard Life Wealth’s investment portfolios
05/04/2017
Sanlam UK makes a raft of new hires to drive excellence in its Wealth Division
The business has been re-organised into a vertically integrated model with Wealth Planning at the forefront of the business.
05/04/2017
RBC Wealth Management U.S. Hires First Technology Executive
A leader in the bank’s global digital strategies is coming to the states.
05/04/2017
Fidelity Names New Head Of Family Office Business
We continue to see tremendous opportunity with the ultra-high-net-worth market.
05/04/2017
Citi Private Bank Adds New Talent to San Francisco Office
Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.
05/04/2017
SMP Accounting & Tax further strengthens team
Rachael qualified with a Big Four accountancy firm in the Isle of Man while working within their Tax Department.
05/03/2017
Claudia Eftimie joins DECALIA as Region Head for German-speaking Switzerland
She joined SYZ Asset Management, where she developed the OYSTER franchise in German-speaking Switzerland and German-speaking countries until 2011.
05/03/2017
Heartwood IM hires intermediary client director
He brings a wealth of experience and an impressive reputation in the intermediary sector.
05/03/2017
Redmayne-Bentley recruits three investment managers
Redmayne-Bentley’s head of trading, Nick Bettison, said: “The continued growth of our London and Henley teams comes at an exciting time for us, as we’re also looking forward to the relocation of our London office this month.”
05/03/2017
John Williamson joins Capstone
He was responsible for designing customised, private wealth plans for clients, as well as the execution of trust and estate planning efforts, with a focus on family wealth.
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
deVere appoints GM of its challenger bank, deVere Vault
“deVere’s determination to bring the banking sector into the 21st century and to respond to the ongoing and increasing demand of consumers is a breath of fresh air.
05/02/2017
Leading offshore law firm Strengthens Private Clients & Trusts Team in Guernsey
Alison’s broad legal experience covers trust advisory work, employee share schemes and commercial trusts
05/02/2017
Wealth manager boosts team
He joins from HSBC where he was a Premier Relationship Manager, Wealth Adviser for nine years.
05/02/2017
Waverton Investment Management appoints Head of Equity Research
She began her career at Cazenove & Co as a US analyst becoming Head of US Equity Research in 2001.
05/02/2017
Weatherbys hires Brown Shipley man for Scottish push
He has was previously head of Barclays Wealth’s Edinburgh office.
05/02/2017
German selector exits family office for new group
He will be charged with working on selecting and monitoring managers on public funds and is hired as part of Tresono’s wider push into fund research.
05/02/2017
Brown Shipley hires ex-Towry corporate head
Pos has over 20 years’ experience in the industry, and joins after spending four years as head of corporate development at Towry.
05/02/2017
RBC grabs $262M team from UBS
They previously worked at Piper Jaffray.