05/10/2017
St James's Place hires 35 more of its academy graduates
After two years of training
Executive Moves
05/09/2017
Syz Appoints New Head of Wealth Management
Banque SYZ has always taken an innovative approach to management, combining the advantages of traditional private banking (solidity, independence and quality customer care) with a clear focus on performance, achieved through active management and modern i
05/09/2017
Fiduciary Trust Company Expands its Investment and Estate Planning Teams
Cosentino brings to Fiduciary Trust over two decades of investment experience.
05/09/2017
Sartus Capital Swoops Up UBS Team
The latest set of appointments follow the hiring of Steve Sénèque in March as new head of investments.
05/09/2017
HSBC hires Brexit programme director as banks begin to unravel technology
Headhunters suggest that large financial services organisations are now in the market for senior professionals to lead the technology risk management projects related to Brexit.
05/09/2017
Rothschild grabs more Credit Suisse talent
Advisory firm takes two from Swiss bank to help open new office in the San Francisco Bay Area
05/09/2017
UK wealth management firm boosts team
Everitt was previously a self-employed IFA in South Wales.
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.