06/01/2015
Wall Street firm names head of private wealth management
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
06/01/2015
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
06/01/2015
He succeeds Alistair Dick who is returning to Britain following his four-year tenure.
06/01/2015
The move comes about six months after Morgan Stanley opened a unit to focus on this client niche
05/28/2015
Hawksmoor Investment Management has hired Brewin Dolphin’s Stephen Taylor and Chris McNulty as investment managers to grow its new Dorchester office
05/28/2015
She will share responsibility for developing Bordier (UK)’s growing network of relationships with investment intermediaries, lawyers and accountants, and for building on the firm’s existing provider partnerships.
05/27/2015
Ashcourt Rowan financial planning chief executive Gaius Jones has left the firm after one year in the post
05/27/2015
Barclays Wealth and Investment has handed Eric Pinn a key distribution role.
05/27/2015
The head of corporate broking at Barclays Plc, is staying at the British bank after spurning an approach to join UBS Group AG as chairman of its U.K. investment bank
05/27/2015
The firm has also employed ex-UBS senior client adviser as product specialist.
05/26/2015
For the Midlands Samantha Bradford, who has spent her career at HSBC, Duncan lawrie and Charles Stanley, has been hired as a wealth manager.
05/26/2015
White joins ARA with more than 20 years of experience in macroeconomic and financial analysis
05/22/2015
He will be based in New York where he will continue to direct the long-term growth and expansion strategy that the Wealth Management leadership team has been driving for the past two years.
05/22/2015
The alternative investments arm will be merged with investment management into a wider asset management arm, which will be co-run by Eftychia Fischer and Nicolas Faller.
05/22/2015
He joins the firm from HSBC where he was a Relationship Manager in the International Private Bank, with responsibility for High Net Worth, Ultra High Net Worth and Institutional clients in the Latin American and Iberia markets.
05/22/2015
. For the last four years he has been heading up the Guernsey Funds team, providing debt solutions for private equity and working with locally based fund administrators.
05/21/2015
Commenting on the hire, Ford said: ‘Sarah adds a high level of experience in wealth management and makes a valuable addition to Brewin Dolphin.’
05/21/2015
He is first and foremost an investor, but also has a strong understanding of distribution, product development, regulatory issues and attracting, retaining and getting the best out of talented investment managers.
05/20/2015
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
Prior to joining Elian he was an associate director of DMS Offshore Investment Services.
05/20/2015
She joins with 15 years experience in the pensions industry and was previously at Ashcourt Rowan where she was Head of Business Quality.