03/09/2015
Coutts hires Credit Suisse banker for new ultra high net worth role
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
Executive Moves
03/09/2015
Baring appoints head of EMEA wholesale business
He replaces Oliver Morath, who resigned from Baring to pursue another opportunity in the industry.
03/08/2015
Christie's appoints global head of comms
She replaces Howell James, who left last summer.
03/08/2015
Newbridge Securities appoints Managing Director of Investment Banking
He earned an MBA with a major in Corporate Finance from Georgia State University
03/06/2015
Close Brothers expands financial planning team in Edinburgh
Mr Knight said: “We are very pleased to welcome David to Close Brothers. His expertise and years of experience mean he will be a huge support to the Edinburgh team as we continue to grow our work in the financial planning space.”
03/06/2015
Wealth management boutique trio return in senior roles as CIO and strategist depart
The firm has hired three former employees to form a new senior management team as CIO Chris Godding and investment strategist Gautam Batra depart the business.
03/06/2015
Schroders appoints new head of UK fund services
The appointment has been made pending FCA approved-person permission changes, which Schroders said it expected to receive in the next month.
03/06/2015
Brewin loses sixth director from its Glasgow office
The Rathbones office will launch later this year, headed by investment director Angus Kerr
03/06/2015
FirstRand appoints new chief executive
Nxasana's time as CEO was characterised by a 23 per cent compound annual growth rate
03/06/2015
Wealth manager expandeds its research team
He joins from UK life insurance company Mobius Life
03/05/2015
Credit Suisse’s Bock to Join Private Bank From Investment Bank
Bock is the latest investment banking veteran to move to Credit Suisse’s wealth management unit
03/05/2015
Credit Suisse executive departs as bank seeks to sharpen strategy
He is leaving Zurich-based Credit Suisse to pursue a new opportunity outside the bank
03/04/2015
Morgan Stanley realigns wealth management
Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial advisers
03/04/2015
Barclays appoints new CEO for Ireland
She first joined Barclays in 2002, having previously worked in stockbroking.
03/03/2015
RBC Wealth appoints David Foster to head Channel Is business
The international division of RBC Wealth Management helps meet the wealth management needs of high net worth individuals, niche corporations and institutional clients worldwide.
03/03/2015
Wealth-X Appoints Finance Veteran As Chief Financial Officer
Most recently, Richard was president and CEO of Roubini Global Economics, a leading economic research and advisory firm.
03/02/2015
Mexican billionaire steps down from Monte Paschi board
Mexican billionaire has resigned from the board of Banca Monte dei Paschi di Siena
03/02/2015
Walker Crips boost wealth management team
She joins with more than 11 years’ experience of advising clients on protection, pensions, investments and Inheritance Tax planning.
02/27/2015
Morgan Stanley's Wealth-Management Strategy Head Retires
The firm ultimately chose not to show the video, which was the subject of a news report this week by InvestmentNews.
02/27/2015
EY Wealth & Asset Management boosts team
He also founded the tax practice and served as audit partner for Deloitte's Grand Cayman practice