10/30/2013
UBS Nabs $3.1 Billion Team
All four had previously been advisors with Merrill Lynch’s Private Banking and Investment Group, which focuses on high net worth clients with over $5 million in assets.
Executive Moves
10/30/2013
AIG names UK private client head
Ex-Lorega chief joins AIG's high net worth arm.
10/29/2013
Henderson hires chief investment officer from UBS
He joins from UBS Global Asset Management where he was a group managing director and global head of fixed income with responsibility for over US$230 billion. He was also a member of the executive committee.
10/29/2013
Mercer Appoints Head of wealth Management in Asia
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10/29/2013
Job cuts as Wealth manager shuts Stoke office
The firm says all staff affected by the closure have been offered the opportunity to apply for roles in Manchester and elsewhere in the Group.
10/29/2013
Former Barclays Private Banker Quits For Advice Firm Post
Prior to that, he was with Merrill Lynch Wealth Management from 2005 to 2011.
10/29/2013
UBS lands team of four advisers from Merrill Lynch
UBS AG unit Wealth Management Americas said on Wednesday it hired a team of four financial advisers for its UBS Private Wealth Management office in Los Angeles.
10/29/2013
The Blackstone Group hires longtime Merrill Lynch banker
She will serve as a managing director at Blackstone, focused on product development for the firm's wealth management group.
10/29/2013
Hawksmoor poaches Investec pair
Hawksmoor Investment Management has declared its intention of be
10/28/2013
State Street Global Advisors makes senior appointment in Ireland
Based in Dublin, he will be responsible for managing and developing the firm's relationships with its intermediary client base in Ireland, especially concentrating on its strategic partnership with New Ireland Assurance.
10/27/2013
Kleinwort Benson poaches UBS man to co-head Private Office
She joins from UBS Wealth Management, where he was a senior banker in the global family office group.
10/27/2013
JPMorgan Names Head of Wealth Management Division
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
10/27/2013
Signia Wealth appoints it new head of hedge fund investments
He brings significant expertise and experience in the hedge fund asset class across the US, European, Asia Pacific and Japanese markets.
10/27/2013
Ex-Honister chief exec Pearson to exit PosSol
Positive Solutions chief operating officer Richard Pearson is to leave the national IFA at the end of November.
10/25/2013
Credit Suisse names Curran as new UK CEO
Curran will take on the role at the end of October in addition to his existing responsibilities, the Swiss bank said in a memo seen by Reuters.
10/24/2013
Former UBS Wealth Management exec to head up Vontobel’s Platform Management Business
The trend in wealth management towards independent and product-neutral investment advice is clearly bolstering the strategic importance of the Multi Issuer Platform deritrade
10/24/2013
Brewin Hires Allan as Duo Exit Barclays’ Glasgow Team
Allan will report to Stephen Martin, head of Brewin’s Glasgow office. He recently left his role as a portfolio manager in Barclays’ Glasgow office.
10/24/2013
State Street appoints head of consultant relations for EMEA
She joins from AllianceBernstein
10/24/2013
Bank J. Safra Sarasin makes senior appointment
He brings with him over 20 years banking experience from across Europe, Brazil and the United States.
10/23/2013
Boutique private client wealth management firm expands business development team
He joins the Pall Mall based outfit from Fidelity International,