06/25/2014
Guest was formerly a business development manager at AXA Wealth, where he worked for more than eight years. Most recently, he focused on tax and trust planning as well as offshore investments.
06/25/2014
Aegerter will assume the newly created role of head key clients region Switzerland and remain deputy region head Switzerland
06/25/2014
New office and hires “will significantly augment our funds under management”, bosses say.
06/24/2014
He is joining from Coutts and has spent nine years at Merrill Lynch in various roles in investment banking, institutional sales and private banking with a focus on the Middle East.
06/24/2014
The international accountancy firm has announced two senior appointments to support the growth of its financial services team.
06/23/2014
He is under investigation over corruption charges involving oil services group Saipem, left Eni after its shareholders approved a new board for the company.
06/23/2014
Canaccord Genuity boosts team
He previously worked at JP Morgan Cazenove, where he was most recently in its UK corporate finance team.
06/23/2014
Former Miton distribution director Graham Hooper has joined Charles Stanley to spearhead the promotion and sales of its products, Investment Week can reveal.
06/23/2014
UK lobbyist airs dirty laundry
06/20/2014
Schroders hires ex-FSA sheriff after shift in regulatory 'spotlight'
She will report to Massimo Tosato, Executive Vice Chairman of Schroders plc.
06/20/2014
Credit Suisse strategist Joins rival in Asia
He is based in Hong Kong and reports to Mark Andersen, co-head of global asset allocation, and Min Lan Tan, Asia-Pacific regional head of UBS Wealth Management’s chief investment office.
06/20/2014
National law firm makes strategic hire with wealth expert
National law firm is growing its wealth protection team with the strategic hire of Jane Whitfield. Jane joins Shoosmiths from Wellers Law Group where she was senior solicitor in the private client and charity law teams.
06/20/2014
First Names Group restructures
The Group has more than doubled in size since it became independent less than two years ago, it has undertaken an inclusive and robust consultation process to future-proof its capacity and scalability.
06/20/2014
His wide industry experience and particular focus on the IFA market will benefit our service offering and I'm sure help us achieve our progressive growth strategy.
06/20/2014
Towry announces management shake-up
"Towry is in an exceptionally strong position. We have recently undergone a period of rapid expansion following a number of acquisitions and have ambitious plans for the future. I am delighted to welcome John and Garry to the Executive team.
06/20/2014
John Bennet hired as head of wholesale institutions as Martin Weisinger is promoted to head of wholesale private wealth.
06/19/2014
Appointment is key to growth for Meridian Private Client
He joins the Solihull firm from Sutton Coldfield-based tax consultancy Cleaver Croxford where he was a partner
06/19/2014
EFG International appoints global segment head
EFG International has long been active in this segment, across its international network, but the appointment of Amrit Uppal will facilitate a more coordinated approach and reflects ambitious plans to grow.
06/19/2014
He is leading a 12-member team which will form the new advisory division
06/19/2014
“Pete will continue to lead the business until his successor is appointed and the search is already underway.”