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Executive Moves

09/19/2016

Major Reshuffle at Credit Suisse Asset Management

Eric Varvel has now presented a thorough reshuffle of his management team with an organizational adjustment

09/19/2016

New Marketing Head for Julius Baer

Florence Rollet joins Julius Baer

09/19/2016

Jersey practitioners elected to STEP Council

She is also a Client Services Director at First Names Group.

09/16/2016

Goldman Sachs AM Closed-End Funds appoint Caroline Dorsa to the Board of Trustees

Prior to becoming Chief Financial Officer, she was a member of PSEG’s Board of Directors and a member of its Audit, Corporate Governance and Finance committees for six years.

09/16/2016

Close Brothers strengthens intermediary business development team

His experience and relationships with intermediaries will help us to build on our strong foundations and ensure we continue to provide the highest quality of service to advisers and their clients.

09/16/2016

Merrill Lynch Hires Three Advisors from UBS

Harry has over 30 years of financial services experience.

09/16/2016

Leading fiduciary and administration services provider announces senior appointment

He will be responsible for leading the company’s growth strategy, including mergers and acquisitions.

09/16/2016

Berenberg presses on with London expansion

Germany’s oldest bank has backed up its claim that the UK's Brexit vote will not hit London's status as Europe's financial hub

09/16/2016

Standard Chartered Names New Global Head of Commodities

He was most recently Global Head of Commodities at Barclays Non-Core Division with responsibility for the metals and energy businesses.

09/16/2016

RBC parts way with veteran banker

Has parted ways with RBC after six years with the bank

09/16/2016

Former ANZ CEO Mike Smith takes PwC 'ambassadorial role' to expand Asia Practice

Mr Smith stepped down as chief executive of ANZ at the end of 2015

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.

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.

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