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.
Executive Moves
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
deVere appoints GM of its challenger bank, deVere Vault
“deVere’s determination to bring the banking sector into the 21st century and to respond to the ongoing and increasing demand of consumers is a breath of fresh air.
05/02/2017
Leading offshore law firm Strengthens Private Clients & Trusts Team in Guernsey
Alison’s broad legal experience covers trust advisory work, employee share schemes and commercial trusts
05/02/2017
Wealth manager boosts team
He joins from HSBC where he was a Premier Relationship Manager, Wealth Adviser for nine years.
05/02/2017
Waverton Investment Management appoints Head of Equity Research
She began her career at Cazenove & Co as a US analyst becoming Head of US Equity Research in 2001.
05/02/2017
Weatherbys hires Brown Shipley man for Scottish push
He has was previously head of Barclays Wealth’s Edinburgh office.
05/02/2017
German selector exits family office for new group
He will be charged with working on selecting and monitoring managers on public funds and is hired as part of Tresono’s wider push into fund research.
05/02/2017
Brown Shipley hires ex-Towry corporate head
Pos has over 20 years’ experience in the industry, and joins after spending four years as head of corporate development at Towry.
05/02/2017
RBC grabs $262M team from UBS
They previously worked at Piper Jaffray.
05/02/2017
Bird & Bird appoints 16 partners as Holman Fenwick makes up trio
Bird & Bird has nearly doubled its partnership round this year while HFW has made up three
04/28/2017
Old Mutual Wealth hires Tim Tookey as CFO for market float
Satchel will remain a member of the OMW executive committee
04/27/2017
Important Departure at Julius Baer
The bank itself will soon make an announcement.
04/27/2017
Cutts succeeds Clark as HSBC marketing chief
Clark, who is credited with playing a key role in developing HSBC
04/27/2017
Local branch of Lombard Odier to reduce staff by a third
Lombard Odier says the bank will continue to develop and capitalise on the growth potential of Gibraltar’s Financial Centre.
04/26/2017
Smith & Williamson nabs from Axa IM for sales team
He had previously held roles at LV Asset Management and Old Mutual Asset Management.
04/26/2017
Cambridge Trust Company Names Sara Cohn Sarkis as Senior Vice President, Wealth Management Client Advisor
She specialized in delivering comprehensive solutions for her clients’ evolving and sophisticated needs.
04/25/2017
Man Group appoints head of machine learning unit at GLG
William Ferreira to lead push at group’s discretionary trading arm GLG
04/25/2017
Julius Baer hires JP Morgan Private Bank's Tracey Reddings
I am proud to be joining the Julius Baer team here in London
04/25/2017
Pictet Asset Management Builds Out Multi-Asset Team
He was a senior fund manager overseeing multi-asset income mandates for Asian investors.