04/01/2014
Former Merrill Lynch Bank (Suisse) exec joins Coutts
She has 22 years’ financial services experience in Geneva and in New York.
04/01/2014
She has 22 years’ financial services experience in Geneva and in New York.
03/31/2014
He will also be responsible for overseeing relations with consultants throughout the United Kingdom.
03/31/2014
Hedge fund star Stephen Stonberg has joined Winton Capital Management
03/31/2014
Before his latest appointment Scott was a director in Charles Stanley’s asset management department with responsibility for charities, private clients and the inheritance tax portfolio service.
03/31/2014
Waverton Investment Management has hired Ian Enslin, formerly of Newton, to its charities team.
03/28/2014
The group's preliminary results state the outfit achieved an operating profit of £4.6m compared to £6.2m in 2012. However, revenue was up by 4.6% to £79.6m compared to £76.2m the previous year.
03/28/2014
Morrissey added that Newton is still ‘hugely committed’ to its charity team, which manages £3.6 billion, and in February the firm launched a growth fund for charities.
03/28/2014
Glyn brings a deep knowledge and experience of the skills necessary for a Non-Executive Chairman, having previously held the role at Towry Holdings, Hermes Fund Managers and BT Pension Scheme Management.
03/28/2014
Wealth manager will replace its outgoing chairman with former Northern Rock executive chairman in June.
03/27/2014
Esfandi joins Canaccord Genuity Wealth most recently from Ashcourt Rowan
03/27/2014
Before Morgan Stanley, Kersh served at HSBC Investment Bank and the Bank of New York covering institutional clients.
03/27/2014
He has joined Bank J. Safra Sarasin from the International Monetary Fund
03/27/2014
He had taken up the Pakistan CEO position at Standard Chartered just last month
03/27/2014
All three individuals have strong track records in the private banking sector
03/27/2014
Aldermore, one of a wave of recently launched UK challenger banks, has taken a step towards a stock market flotation with the appointment of a seasoned banker as its chairman.
03/27/2014
A Morgan Stanley financial-adviser team managing roughly $1.2 billion in client assets has joined Lebenthal Wealth Advisors as an independent wealth-management team
03/27/2014
JPMorgan is in shock.
03/26/2014
Sanlam Securities UK has appointed Adrian Kearsey as head of small cap research.
03/26/2014
The appointment is scheduled for debate in the Swiss government at its weekly meeting
03/26/2014
James Tomlinson has joined corporate credit specialist fund manager Muzinich & Co from Schroders as sales manager.