10/08/2015
EFG International elects new board member
At the Extraordinary General Meeting held in Zurich, the shareholders of EFG International AG approved the proposal of the Board of Directors.
Executive Moves
10/08/2015
AXA Investment appoints Asia sovereign wealth funds head
Clapham will be based in Hong Kong and report to Terence Lam
10/08/2015
Charles Stanley hires intermediary distribution head
He joins from being the group investment director In Partnership, responsible for the creation and delivery of the network’s investment strategy, client proposition and business transition programme to more than 300 advisory businesses.
10/07/2015
Daniel Godfrey resigns as IA chief
During 2014 Godfrey saw his pay rise by £58,000 to £533,000
10/06/2015
Robert Wood Johnson MD to Lead Sloan Foundation
Elizabeth Hewitt has been tapped to lead the $1.9 billion fund, replacing retiring CIO William Petersen.
10/06/2015
Hilary Aldridge, Alex Sloane join Deutsche Asset & Wealth
Aldridge joins from Barclays Global Investments Solutions, where she was most recently a fund-of-fund manager.
10/05/2015
Ascent Private Capital Management Taps Moeller as Portfolio Manager
Moeller joins Ascent’s Investments team led by Joe Hinderer in Minneapolis.
10/05/2015
City financial planner’s founder leaves firm
The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.
10/05/2015
International private client and funds group shows commitment to Asian market with senior move
Having a strong team in place will allow us to quickly progress our strategic objectives
10/05/2015
Lombard Odier IM hires global macro trio for fund launch
Launched new $150m fund
10/05/2015
RBC WM’s portfolio strategy head departs
It is understood that he will not be directly replaced
10/02/2015
Swiss private bank expands Asia private banking team
The Swiss firm's product team for private banking and wealth management in Asia has grown to eight staff with the arrival of its first ETF gatekeeper and a North Asia specialist.
10/01/2015
ANZ Bank's Mike Smith to Step Down as CEO After Eight Years
The 51-year-old takes the helm in a post-crisis era defined by tighter restrictions on banks.
10/01/2015
BMO Global Asset Management hires Swiss sales director
Senior sales director for German speaking regions of Switzerland
10/01/2015
Merrill Shuffles Brokerage Managers in Wake of Broader Cost Cuts at BofA
Brokerage also cuts number of regional ‘divisions’ to 10 from 11
10/01/2015
$370M Team Leaves Merrill For Stifel
The team, operating as NSCHH Wealth Management Group, is supported by Cathy Carr, a registered client service associate.
09/30/2015
Societe Generale Private Banking Adds Trio To Swiss Executive Team
These appointments are designed to strengthen the growth and accelerate the development of Societe Generale Private Banking in Switzerland.
09/30/2015
Finisterre Nabs AXA IM's Emerging Markets Man For Total Return Strategies
‘Emerging markets need to develop a new business model away from a reliance on Chinese demand, industrial relocation from developed markets and an overreliance on commodities. They are launching a new wave of reforms mostly targeting competiveness
09/30/2015
Julius Baer announces new management structure for EMMEA
With this step, Julius Baer embraces the strong growth of the markets in this area.
09/30/2015
Julius Baer appoints Head Fixed Income Mandates & Funds
He looks back on more than 20 years of experience in the financial sector and is well connected in the industry. The last eight years he was Senior Portfolio Manager and Head of Credit at Swisscanto Asset Management.