09/16/2016
Old Mutual Wealth Private Client Advisers hires director
The regional hubs give the business an expanding national presence, providing the infrastructure to support future growth across the UK, according to the firm.
Executive Moves
09/15/2016
Swiss private bank appoints seasoned UBS banker
Has been appointed to head the UHNWI-teams in Europe at the International Wealth Management IWM division
09/15/2016
St James’s Place-owned firm expands with further regional hires
Their extensive experience working with private clients and managing investment portfolios will be key to our development in Leeds and Ipswich.
09/15/2016
Kleinwort Benson adds four to merchant banking team
The private merchant banking team focuses on M&A transactions, capital raising and principal investments in the mid-market
09/14/2016
BNY Mellon Appoints Chairman of Asia Pacific
He succeeds Stephen Lackey
09/14/2016
RIA dealmaker leaves Boston Private Wealth for Gladstone
He was named chief executive and president of the newly created Boston Private Wealth.
09/14/2016
MilleniumAssociates further strengthens its senior team
More recently Mr Zoccolillo established his own independent consultancy practice advising entrepreneurs, wealthy families, individuals as well as corporates and institutions.
09/14/2016
Decalia Hires Fund Manager From Rival Firm
Decalia has had substantial growth in the past two years, is currently managing some 2 billion francs and employs 25 people.
09/14/2016
Tiffany hires new CFO to mitigate financial troubles
The jeweler has selected Mark Erceg as its new executive vice president and CFO.
09/14/2016
Canaccord appoints former Barclays Private director to board
In 2001 he was appointed managing director of privately owned Minerva Trust & Corporate Services, and since retiring in 2012 has held a variety of associate and directorship roles alongside running a single family office.
09/14/2016
Hong Kong’s fine wine merchant takes on New Head of Private Clients
His career spans two and three-Michelin starred restaurants in Paris and he also worked as a restaurant consultant in Atlanta.
09/14/2016
Ex-Barings CIO to take over at JOHCM
Lambden, who will take over the group CEO of JOHCM role, has over 30 years' investment experience
09/13/2016
Stonehage Fleming hires Neptune man for key business role
Stonehage Fleming has hired Ian Harvey as business development director for its investment management division
09/13/2016
Indian wealth manager hires new wealth planning head
Her expertise lies in estate and succession planning, family governance, philanthropy, risk management, regulatory and compliance.
09/13/2016
Paul McNamara steps down as IFG CEO with ‘immediate effect’
John Cotter, CFO, will assume the role; financial services group says trading is in line with expectations
09/13/2016
ZEDRA appoints new Business Development and Sales Director
His appointment reflects ZEDRA’s objective to become a leading independent global player in these sectors.
09/13/2016
Close Brothers Asset Management bolsters financial advice offering in the North West and North East with new hire
His experience and client relationships span over two decades and will enhance our service across the North East and North West.
09/13/2016
Schanker joins Man Group as head of US private wealth sales
Man Group has appointed Barry Schanker as head of US private wealth sales, based in New York.
09/13/2016
Tim Holland joins Pictet Asset Management
Asset manager Pictet Asset Management has appointed Tim Holland as co-head of US sub-advisory within its US intermediaries group
09/13/2016
Maseco hires Barclays veteran to head development
Maseco said that he would head compliance, human resources, legal, finance and systems across the 42-strong business, in addition to leading cross-departmental development projects.