12/17/2013
Aberdeen Asset Management Names Head of Americas
He is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
Julius Baer appoints new Head Investment Solutions Group & CIO
Hans Lauber who has previously held both positions will leave Julius Baer for private reasons
12/16/2013
SEI boosts UK private banking team
Previously he worked for Standard Life in a strategic deals role, targeting large IFA firms and banks.
12/16/2013
This follows the sale by Lloyds Banking Group of its remaining holding in SJP by way of a placing to institutional shareholders.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
His appointment demonstrates our commitment to developing innovative solutions for our clients who are struggling to help their employees transition to retirement.
12/12/2013
Skandia head of wealth planning to leave (again)
He returned to the provider in February this year to head up its wealth planning division. However, a spokeswoman confirms Jelley has now left the firm by mutual consent.
12/11/2013
BNP Paribas announces senior Investment, Private Wealth Roles In Asia-Pacific
He is responsible for strengthening relationships with global distributors, private banks, family and multi-family offices
12/10/2013
Jefferies Wealth Head resigns to Join Hedge Fund
He joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/10/2013
Christie’s has hired Marc Sands as its chief marketing officer, a role that had been vacant for more than two years
12/10/2013
Neave’s responsibilities will be taken up by deputy managing director Steven Graham and Andrew Savill, business development director.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Architas, the multi-asset arm of Axa Wealth, has seen massive inflows in the past 18 months helped particularly by its relationship with the Axa Elevate platform.
12/09/2013
He will be based in Towry’s London office on New Fetter Lane, has most recently worked as an IRM portfolio specialist at BlueMountain Capital
12/09/2013
The German bank created a new senior position to govern compliance and risk management throughout the group
12/09/2013
He joins from Credit Suisse where he spent 15 years and the last 13 years working as a relationship manager with institutional clients
12/09/2013
BNY Mellon Wealth Management Revs Up Hiring
BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers
12/09/2013
Architas appoints head of intermediary sales
He most recently spent more than five years as a sales director at UBS Global Asset Management.
12/04/2013
NAB Names New JBWere Chief Exec
NAB Wealth executive general manager John Flavell said JBWere had performed well in recent years, expanding its domestic and global service offering as well as growing funds under advice in the areas of fixed income and global equities.
12/04/2013
Pioneer Investments appoints senior sales manager in Switzerland
Based in Zurich and reporting to Rainer Lenzin, Head of Switzerland, Matthias will develop and expand the position of Pioneer Investments’ Wholesale business in Switzerland, with a specific focus on banks, external asset managers and family offices.