04/09/2014
John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.
04/09/2014
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/08/2014
Oldest private bank in Germany appoints new PB head
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Close Brothers brings in five analysts for research team
Close Brothers Asset Management is strengthening its research capacity through the appointment of a number of dedicated equity analysts
04/08/2014
SSgA appoints Byrne as DC investment strategist
State Street Global Advisors has appointed former Towers Watson consultant Alistair Byrne as a senior defined contribution investment strategist.
04/08/2014
Autonomous partner to join funds giant
One of the founding members of financial research boutique Autonomous is to join $2 trillion fund giant JP Morgan Asset Management, in the latest high-profile switch from the sellside to the buyside.
04/08/2014
Both are already directors of Stanhope Capital’s holding company and will now expand their roles.
04/07/2014
International law firm launches City private wealth practice
The hires come a decade after the firm witnessed the exit of its entire private capital
04/07/2014
The moves mark the biggest management reorganization since 2012
04/07/2014
He joins from FF&P from Quartilium
04/07/2014
In 2007, she started her own company, CNB AG, focusing on business consulting and art dealing.
04/04/2014
Ruffer co-founder Jane Tufnell is set to retire after 20 years at the wealth management firm.
04/04/2014
RBC Investor & Treasury Services makes Swiss hire
RBC Investor & Treasury Services, part of Royal Bank of Canada, has hired Pascal Thorens as managing director of Switzerland.
04/03/2014
RBC Wealth Management hires financial adviser from Barclays
Platt was the director of wealth and investment management
04/03/2014
He brings over 25 years of transfer pricing experience, most recently as partner with KPMG in London,
04/03/2014
Rathbones bolsters Edinburgh office with Barclays hire
Rathbones also recently strengthened its Edinburgh office with the promotion of Sally Tait.
04/02/2014
CFO steps up to CEO at Kleinwort Benson
Kleinwort Benson chief executive Sally Tennant was replaced with immediate effect yesterday, stepping down as head of the private bank.
04/02/2014
As the wealth industry continues its transition, shaped by regulatory, consumer, and competitive forces, Financial Simplicity has an exciting future ahead
04/02/2014
F&C Investments has hired Aberdeen’s Scott Spencer to work in Rob Burdett and Gary Potter’s multi-manager team.
04/02/2014
Van Lanschot boosts Board of Managing Directors
The appointment is included on the agenda of the Annual General Meeting of Shareholders to be held on 15 May 2014.