05/09/2017
UK wealth management firm boosts team
Everitt was previously a self-employed IFA in South Wales.
Executive Moves
05/09/2017
Brewin Dolphin poaches COO from Coutts
Parkinson spent five years at Coutts, and has been COO at the bank since June 2013.
05/09/2017
U.S. Asset Manager Opens Zurich Office
PineBridge to Open new Switzerland Office in Zurich
05/08/2017
Franklin Templeton hires new Asia head of investment solutions
Coxeter was previously a principal for the investment arm of Mercer, where he evaluated multi-asset and equity strategies.
05/08/2017
Brown Shipley integrates 19-strong Manchester wealth team
Brown Shipley CEO Ian Sackfield said: ‘I am delighted to announce the formal integration of The Roberts Partnership."
05/08/2017
Fidelity poaches head of equity from Barings
She was previously a fund manager at Schroders for eight years.
05/08/2017
TD Wealth hires head of national sales
The role of head of national sales has evolved to align with the bank's wealth business.
05/08/2017
Tilney continues hiring spree with Guildford recruit
In recent weeks, the company has made a number of hires to bolster its regional network, including its Exeter, Bristol and Chelmsford offices.
05/08/2017
Changes to the Coutts leadership team
After five years with Coutts, the last four as Chief Operating Officer, Grant Parkinson has decided to pursue an external opportunity and is leaving the business towards the end of June.
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.
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.