04/22/2016
NAB appoints chairman of JBWere
“His expertise and counsel, including his deep knowledge of this business and the wealth sector, will serve the Board well.”
Executive Moves
04/22/2016
Weatherbys hires family office investment head
Butters will report to deputy head of private banking and former Wealth Manager cover star Quentin Marshall.
04/22/2016
Aviva relaunches HNW division
The insurer added that its suite of products would be upgraded and expanded to include flexible and tailored cover as well as a bespoke claims service with a claims adviser for each client.
04/21/2016
J.P. Morgan makes key new hire
Key new hire bolsters industry leading sales force
04/21/2016
Hong Kong team head exits Citi Private Bank
Amid rampant industry turnover in Hong Kong’s private banking industry
04/21/2016
Citi Private Bank names Global Market Manager for New York
“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our
04/21/2016
Ascot Lloyd hires ex-Towry wealth planning boss
He has over 30 years of experience in the financial services industry at a senior management level and as a financial planner.
04/21/2016
INREV appoints Neil Harris as new Chairman
A Chartered Surveyor with over thirty years’ experience in European real estate, he joined GIC in May 2007, taking responsibility for a team managing a diverse portfolio of direct and indirect investments.
04/20/2016
Close Brothers hires SJP man as Manchester head
With more than 13 years in the Regulated Sales and Private Banking sectors, Paul’s main area of expertise and interest has been pensions and business owners.
04/20/2016
Barclays Names Permanent CEO for Barclaycard Business
Since joining the bank, Mr. Sajed has been as chief executive of the Barclaycard business in Britain and the United States.
04/19/2016
Deutsche Bank Asset-Management Head Price Taking Medical Leave
Deutsche Bank appointed Price, 54, a former BlackRock Inc. executive, as head of its newly created asset-management business last year as part of a wider overhaul announced under Cryan.
04/19/2016
Close Brothers appoints Business Development Director to IFA team
Previously, Head of Business Development at Hawksmoor Investment Management, Daniel has 20 years of experience in financial services, the majority of which has been in IFA-facing roles.
04/19/2016
UBP hires new Philippines team head from BNP WM
Post-integration, Union Bancaire Privée has evidently hit the ground running in Asia with the hire of a new Philippines team head.
04/19/2016
Northern Trust announces senior appointments
He has extensive asset management related experience across the front, middle and back offices including fund structures, portfolio management, trading, corporate actions, and fund accounting.
04/19/2016
Aberdeen appoints Global Head of Distribution
He will also work closely with the senior management of all of Aberdeen's investment capabilities.
04/19/2016
BofA Merrill Lynch Hires Morgan Stanley Advisors
The pair managed $287 million in assets and generated $2.6 million in revenue while at Morgan Stanley.
04/19/2016
Wells Fargo Asset Management appoints new CEO
She most recently served as executive vice president at State Street Global Advisors, the investment management arm of State Street Corporation.
04/18/2016
Raymond James Hires $2.3M Team from UBS
The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.
04/18/2016
Stock Spirits CEO steps down under investor pressure
Western Gate is the private family office of Portuguese businessman Luis Amaral, who is also the CEO of Eurocash EUR.WA, Stock Spirits' biggest customer in Poland.
04/18/2016
Charles Stanley investment chief steps down
Mr Scott previously worked in the army and spent seven years working for the Swire Group.