01/13/2015
Morgan Stanley PWM to add alternatives funds
The US private bank aims to broaden the range of alternative funds on its platform, but is cautious about increasingly popular ‘liquid alternatives' and unconstrained strategies.
01/13/2015
Defaqto has recruited former IFA Centre managing director
During this time there have been many changes in our industry, and Defaqto’s technology, quality of data and range of services have consistently led the way for advisers.
01/13/2015
Nick Goodway: As Hanson steps down, Lord St John steps in
One of the best-known names in independent corporate broking and finance, Robert Hanson, is stepping down as chairman of the firm partly created out of his original Hanson Capital six years ago Strand Hanson.
01/13/2015
Arbuthnot Latham has bolstered its financial planning team with the hire of John Hutton-Attenborough from Ashcourt Rowan Financial Planning.
01/12/2015
Investec Private Bank boosts team
With over 25 years experience of marketing to intermediaries, Izard has held senior positions at HBOS, GMAC-RFC, start-up lender Portillion and Saffron Building Society.
01/12/2015
Ex-WMA boss joins Investec Wealth
He was a senior executive at Investect between 1987 and 2002 when it was called Sheppards
01/12/2015
Winterflood Management Changes
Julian has been part of the Winterflood team since its inception in 1988, and chief executive since 2008.
01/12/2015
Former SEC Chief Accountant Jaime Eichen rejoins EY
She also worked in EY's Professional Practice Group where she assisted in providing technical consultations to the asset management practice
01/09/2015
RBC Wealth Management Appoints Head of Distribution in British Isles
RBC Wealth Management, part of Royal Bank of Canada, today announced the appointment of Antony Johnson, to the position of Head of Distribution, RBC Wealth Management International.
01/09/2015
He covered wealth management clients for the group in northern England and Scotland has left the asset manager
01/09/2015
The firm has also recruited Nick Jordan from Ignis to enhance its distribution reach with wealth managers.
01/08/2015
He will have responsibility for further building Bordier (UK)’s
01/08/2015
Burnett will report to Managing Director Luis Castellanos.
01/08/2015
The chief executive of Julius Baer’s two entities in Monaco has stepped down in order to fully focus on acquiring and servicing clients for the company.
01/08/2015
BNY Mellon Wealth Management has appointed Yolande Escher as a wealth director for Europe, focusing on sales and business development within the region.
01/07/2015
Mirabaud bolsters Swiss equities division
He previously led the Swiss equities team at Lombard Odier
01/07/2015
Mesquita also established, in partnership with Farrers and haysmacintyre
01/07/2015
He would later head the team of Wealth Management professionals as Director for that line of business in the Cayman Islands while also retaining pan-Caribbean responsibility for the Wealth Management sales management division.
01/06/2015
Her appointment underlines Nomura’s ambition to further grow its Wealth Management business in Asia including Japan.
01/06/2015
Brewin Dolphin’s Angus Kerr, Lindsay Strachan and four colleagues are moving to Rathbones to set up a new Glasgow office for the wealth manager.