06/04/2015
Raymond James lands $2.4 bln broker team from Morgan Stanley
Morgan Stanley spokeswoman Christine Jockle confirmed the brokers' departures.
Executive Moves
06/04/2015
New head of wealth management at Duncan Lawrie Private Bank
He joins Duncan Lawrie from Kleinwort Benson where he held board director roles for both the limited and trustee parts of the business.
06/04/2015
Hawksmoor hires Brewin trio for Taunton launch
The Taunton office is expected to open in the autumn when the team’s gardening leave ends.
06/04/2015
Coutts hires ex-St James's Place chief
Lord William Waldegrave, Chairman said: “We are very pleased to have secured two such high calibre appointments to work with us in driving the future vision and growth plan of the Coutts & Co business.”
06/04/2015
Walker Crips appoints Senior Investment Portfolio Manager
She previously worked as Divisional Director at Brewin Dolphin for nearly 8 year
06/03/2015
Deloitte UK promotes 75 new partners
‘Return-to-work’ scheme launched to attract more senior female leaders
06/03/2015
Carne appoints Luxembourg CEO
He joins from Lemanik Asset Management in Luxembourg
06/03/2015
Old Mutual Wealth appoints responsible business head
Prior to that she held senior responsible investing positions at HSBC Global Asset Management and Henderson Global Investors.
06/03/2015
Deutsche Asset & Wealth Management adds Private Banking team in Miami
Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield
06/02/2015
Old Mutual Wealth appoints investment specialist for advisers
Old Mutual Wealth has recently completed its acquisition of Quilter Cheviot for £585m adding £16.7bn in funds under management and 500 employees.
06/02/2015
Elian launches New York Office
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
06/02/2015
Investec hires Schroders investment director for multi-asset team
In his new role he will be responsible for building Investec's multi-asset capabilities globally
06/02/2015
Towry hires Barclays Wealth advisory vice president
Towry has hired Michael Martin from Barclays Wealth & Investment Management
06/02/2015
Merrill Snags $300 Million Duo from UBS
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
06/01/2015
EFG International appoints new Head of Private Banking, Geneva
Starting today, he will report to Adrian Kyriazi, CEO, Continental Europe and Head of Private Banking, Switzerland.
06/01/2015
Towry director of wealth management joins Thomas Miller
He joins from Towry, where he was a Director of wealth management and financial planning.
06/01/2015
Tilney Bestinvest recruits ex-FSA boss
Tilney Bestinvest has strengthened its board with the appointment of former Financial Services Authority chief John Tiner and Betfair CEO Breon Corcoran as non-execs.
06/01/2015
Unigestion further strengthens Cross Asset Solutions team with two senior hires
They all report to Jerome Teiletche, Head of Cross Asset Solutions at Unigestion
06/01/2015
New appointment strengthens Hargreave Hale Worcester team
He joins as an investment manager from EFG Harris Allday
06/01/2015
Canaccord appoints deputy CIO of UK wealth management business
Based in London, he will work closely with CIO Nigel Cuming and will play a key role in managing assets in the firm's onshore discretionary client portfolios