08/04/2015
Schroders is today pleased to announce two further hires within Multi-asset Investments and Portfolio Solutions, a business which manages £75.5 billion (as at 30 June 2015) on behalf of its clients globally.
08/04/2015
Brooks Macdonald chief executive Chris Macdonald says Shepherd’s appointment will give him more time to focus on “delivering the group’s growth ambitions”.
08/03/2015
She will report directly to Myra Cridland, Head of BMO Private Banking, with additional regional reporting to Albert Yu, Chief Executive Officer Asia, BMO Financial Group.
08/03/2015
The departures comprise five relationship managers and a business development director.
08/03/2015
Impax Asset Management Group has appointed Sally Bridgeland and Lindsey Brace Martinez as non-executive directors.
08/03/2015
Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia.
08/03/2015
He said he intends to focus on his role as non-executive chairman of Harpenden Building Society
08/03/2015
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
On Monday, UBS Wealth Management Americas reported it had 6,948 financial advisers as of June 30, down from 6,982 at the end of March and more than 7,100 a year earlier.
07/31/2015
Vestra Wealth has hired Russell Harrop, a former investment strategist at Woodford Investment Management, as head of international equities.
07/30/2015
Bank of America Corp's Merrill Lynch said it had hired two private wealth advisers from the recently sold U.S. wealth management unit of Barclays Plc .
07/29/2015
Both have joined as senior private bankers
07/28/2015
Advisers Peter Kong and John Shaw joined Merrill’s ultra-high-net-worth team in San Francisco
07/28/2015
Brewin Dolphin has named Charlie Ferry and Paul Jones as co-heads of its London office.
07/27/2015
Jane brings to Vistra a wealth of corporate and fund knowledge, gained through a long and successful career in which she has held several senior positions.
07/24/2015
This promotion demonstrates a strong internal progression confirmed by results,” commented Katia Coudray, CEO of SYZ Asset Management.
07/23/2015
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
A particular focus will be assisting high net worth individuals, charities, family offices and their advisers to meet their financial goals by providing impartial bespoke investment structuring advice.
07/22/2015
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients
07/22/2015
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.