07/15/2014
Swiss Financial services giant appoints MD for Greater China
She joins from UBS AG, where she was a managing director and deputy regional market manager for the China market.
07/15/2014
He is a member of the Chartered Institute for Securities and Investment. In his previous role as a Senior Investment Manager at Canaccord Genuity Wealth Management
07/15/2014
He was in the driving seat of Barclays’ UK and European wealth management arm for just 10 months before he jumped ship. He had worked for the firm since 2010.
07/15/2014
Discretionary manager hires three managers and opens York office
Tom Holliday and Jim Mersey-Thompson join from JM Finn, with Adam Horsley hired from Brown Shipley.
07/15/2014
Bill Mott, lead manager of the PSigma Income Fund, has announced he will retire from Miton and the fund management sector at Christmas this year.
07/15/2014
The team currently provides investment advice to 140 High Net Worth families in India and in the USA.
07/15/2014
Swiss private bank appoints UK client service manager
She was previously at AllianceBernstein
07/14/2014
Allianz Global Investors has bolstered its emerging markets debt team, more than doubling its number of senior investment executives to seven, as it continues its push into the sector.
07/14/2014
He succeeds Geoffrey Howe
07/14/2014
Reinet Investments Manager S.A. is the general partner of Reinet Investments S.C.A.; Reinet Fund Manager S.A. is the general partner and management company of Reinet Investments S.C.A.’s wholly-owned subsidiary, Reinet Fund S.C.A., F.I.S.
07/14/2014
BNP Paribas Securities Services has announced four appointments to its existing sales and relationship management team for UK asset managers.
07/11/2014
The two will work alongside Chris Donnelly, head of life companies and James Rawson, head of platform distribution.
07/11/2014
The platform is fully compliant with ISO27001 and has registered with HMRC for anti-money laundering.
07/11/2014
"Mr. Zufferey decided to leave FINMA's board after problems in the Espirito Santo group emerged," the regulator told Reuters in a statement.
07/11/2014
Smith & Williamson appoints head of distribution
He spent a decade as head of distribution at Liontrust, joining from Mercury Asset Management where he worked for 12 years.
07/11/2014
At Quilter, Norton established the London stockbroking desk and went on to advise private clients, trusts and pension funds.
07/10/2014
BNY Mellon hires senior wealth director
He was responsible for high net worth business development and relationship management.
07/10/2014
Prior to J.P.Morgan, Mr. Souza held roles at Bear Stearns, General Electric Commercial Finance, SG Cowen & Co. and Citigroup Inc.
07/10/2014
Banque de Luxembourg appoints new head of sales
Thanks to his experience in fund selection, he has excellent knowledge of the investment methodology and is in close contact with the fund managers and analysts.
07/10/2014
With more than 10 years of industry experience, Coombe joined the Firm as a Director and Private Banker.