10/30/2014
He brings 12 years’ experience in the consumer sector to Raymond James’ New York capital markets office from Oppenheimer & Co. after previous stints at Salomon Smith Barney and Schroder & Co.
10/29/2014
J.P. Morgan boosts Global Endowments & Foundations Group
The team will be based in London and will work to expand the firm's client coverage across the region
10/29/2014
At Citi he was responsible for capital markets in the EMEA region.
10/29/2014
Barings has sought to strengthen the line-up on former multi-asset head Percival Stanion’s emerging markets fund with a new appointment
10/29/2014
She was former manager of the Schroder UK Opportunities fund and Schroder UK Growth investment trust,
10/29/2014
The chairman of Swisscanto Holding AG, an asset manager jointly owned by Switzerland’s regional banks, resigned after regulators banned him from managerial positions in an investigation of market manipulation at the bank that previously employed him
10/28/2014
This is designed to support the delivery of its Strategic Plan published on 14th October.
10/28/2014
His appointment is the latest in a series of hires for the investment and wealth management group. The firm hired five advisers from Barclays Wealth and Charles Stanley earlier this year.
10/28/2014
The hires lifts the number of staff in Brewin's Glasgow investment division to 40.
10/24/2014
Ex-Barclays strategic partnerships head launches private office
His new venture, MrPaulFleming, provides advice to high net worth and ultra-high net worth clients on a range of areas from finding a discretionary asset manager to deal origination and management consultancy.
10/24/2014
In his new role at JTC, Jonathan will focus on leading the Swiss team, developing operational capabilities and growing the office as part of JTC’s global network.
10/24/2014
The SMP Partners Group has a new recruit.
10/23/2014
Thomas Miller bolsters private client busines
His appointment follows the recent promotion of Andrew Herberts to head of private investment management
10/22/2014
Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.
10/22/2014
To have a team of such calibre join the business is a major coup for Premier. They bring with them significant experience in wealth management and independent advice.
10/22/2014
The four-member team is led by Daniel Carney and Stuart Peterson.
10/21/2014
The international private bank of Bank of Montreal will appoint fund houses to advise on European and Asia ex-Japan equity, and more are to come for other asset classes.
10/21/2014
Former Schroders Private Bank CEO teams up with vets to launch new asset management business
The veterans are willing to commit substantial sums of their personal wealth, while the new venture has received backing from River and Mercantile, Rathbones and Majedie Asset Management.
10/20/2014
Bedell Trust has announced a total of 16 promotions across its business lines, from director to officer level, in recognition of their contribution to the continued success of the firm and to meet business growth.
10/20/2014
Morgan Stanley PWM hires head of sales China and Hong Kong
Morgan Stanley said she has joined the company's Private Wealth Management department as a managing director and head of sales for China and Hong Kong.