07/21/2017
Old Mutual hires from Premier for sales specialist
He will be responsible for drumming up business for Old Mutual’s £3bn managed portfolio service WealthSelect.
Executive Moves
07/21/2017
Dalton Strategic Partnership appoints new Partner
He joins from Advenis Investment Management where he was Head of Quantitative Strategies
07/21/2017
UBS Names Head of Innovation Technologies
The Swiss bank has mandated her with driving client engagement.
07/20/2017
Wilmington Trust Promotes Sharon L. Klein to Tri-State Region President
Based in the NYC Office, Klein oversees wealth management services in NYC, Connecticut, Long Island, and Northern New Jersey markets
07/20/2017
Fiduciary Trust Names Regional Managing Director
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
Union Bank Expands San Francisco Wealth Management Team
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
U.S. Trust Announces New Hires in June
Jean Champagne has joined the Houston office as a Private Client Advisor.
07/20/2017
Wilmington Trust Expands Global Capital Markets Team with New Additions in UK and Ireland Offices
Eileen Hughes and Joe Knight join Wilmington Trust's London office; Joanna Taylor added to Dublin office
07/20/2017
Industry Veteran Joins Wealth Software Firm
This is especially true in wealth management where firms face a large gap between their digital aspirations and their ability to deliver in the face of compliance, regulation and cost reduction.
07/19/2017
J.P. Morgan Asset Management Strengthens Defined Contribution Real Estate Portfolio Management Team
She led the DC real estate research and consulting practice.
07/19/2017
Swiss Private Bank Hires New Head of Investment Management
She has over 20 years of Discretionary Portfolio Management experience, and has led Discretionary Management teams and developed regional platforms.
07/19/2017
EY strengthens global support for Family Business clients
Through a network of partners across 150 countries we tailor our services to the unique needs of family businesses.
07/19/2017
LGT Vestra appoints Senior Wealth Manager
Most recently Adam was a Director at HSBC Private Bank.
07/19/2017
Northern Trust chooses Luxembourg over Ireland to set up EU bank
Additionally, Northern Trust will create an EU-banking presence in Luxembourg, further establishing its commitment to the region.
07/18/2017
Rowan Dartington makes second Quilter hire
The hires come after a rebrand earlier this week, which has included the firm dropping the Signature name previously used by its IFA portfolio service.
07/18/2017
Northern Trust names senior wealth strategist
She served as managing director and business development officer for seven years.
07/18/2017
RBC hires broking grandee for chairman role
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
Northern Trust Announces Leadership Changes
We will benefit from his focused efforts around growing our client relationships.
07/18/2017
Changes to the Boards of Adam & Co and Coutts
The two private banks’ Boards will be similar, to reflect their close operational partnership and shared strategic priorities.
07/18/2017
This Goldman MD has just quit to join a star fund manager who works from a tropical island
Morgan joined Goldman Sachs’ asset management graduate programme after graduating with a first class degree in economics and politics from the University of Bristol in 2000.