03/19/2015
Rothschild Asset Management Announces Appointment of CEO
The appointment underlines the firm's strong commitment to continue building a pre-eminent asset management business for Rothschild North America.
Executive Moves
03/19/2015
Openwork CEO departs for Old Mutual Wealth
Mark Duckworth, who has been managing director of Openwork since 2011, has now been appointed as CEO
03/19/2015
Morgan Stanley shuffles wealth and securities executives
In a separate memo, Gorman said Morgan Stanley is also adding three executives to two internal business committees.
03/19/2015
Mellon Wealth Management hires senior wealth director
He previously served as a regional vice president with Fisher Investments where he worked on developing a high net worth client program.
03/19/2015
Change in the Board of Directors of GAM Holding
Chairman of the Board Directors Johannes A. de Gier said: “Dieter Enkelmann has been a highly valued member of our Board of Directors since the company’s independent listing in 2009.
03/18/2015
Wealth-X Appoints Regional Managing Director, Asia Pacific
Derek has more than 15 years of experience in management roles for multinational companies around Asia.
03/18/2015
HSBC’s Flint Odds-On to Be Next U.K. Bank Chief to Exit in 2015
With Standard Chartered Plc Chief Executive Officer Peter Sands on his way out, the money is on HSBC Holdings Plc Chairman Douglas Flint to resign
03/17/2015
Brokers Managing $850 Million In Assets Go To Morgan Stanley
The brokers, who are located on the East and West coasts, joined from two of Morgan Stanley's biggest competitors, Wells Fargo Advisors and UBS, as well as from SunTrust Investment Services, part of SunTrust Banks.
03/17/2015
China's leading wealth and asset management service provider appoints new President
He will oversee Noah's operational and management functions and key strategic initiatives. He will report directly to Ms. Jingbo Wang, Chairman and Chief Executive Officer of Noah.
03/17/2015
Waverton recruits Edward Jewson in double charity hire
Both Edward and Emma bring experience and a fresh outlook to our strategy
03/17/2015
Macquarie Group poaches UBS exec to lead US asset manager
Shawn has significant experience managing and attracting investment talent
03/17/2015
Vestra recruits Brown Shipley Top 30 star in double hire
Scott said: 'We are very excited to have Deborah and Robert on the team.
03/17/2015
Bank of America appoints head of philanthropic solutions and the family office of U.S. Trust
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
03/16/2015
Schroders announce key Global Equities Industrials hire
Dan will join the firm in April and will be based in London
03/16/2015
Tilney Bestinvest hires director of financial planning
Cathy’s impressive track record in financial planning will be invaluable to our clients in the Northampton area
03/16/2015
Julius Baer hires Barclays duo for North West push
The duo will join as relationship managers and will be reporting to David Durlacher, head of relationship management.
03/16/2015
British wealth manage hires ex-Coutts' chief risk officer for new role
British wealth manage has hired RBS's former head of operational risk to take on the newly created role of chief risk officer
03/16/2015
Two associate partners exit UK-based wealth manager
Two associate partners, who worked as financial advisers, have exited the UK-based wealth manager
03/15/2015
Credit Suisse names new global M&A heads
Swiss investment bank Credit Suisse Group AG said on Friday it had promoted Robin Rankin and Greg Weinberger to co-heads of its global M&A business
03/13/2015
President of wealth management group to leave post
His duties will be assumed by Bill Williams