10/28/2014
Gibraltar: FSC announces new structure for 2015
This is designed to support the delivery of its Strategic Plan published on 14th October.
Executive Moves
10/28/2014
Walker Crips expands investment team with JM Finn hire
His appointment is the latest in a series of hires for the investment and wealth management group. The firm hired five advisers from Barclays Wealth and Charles Stanley earlier this year.
10/28/2014
Brewin Dolphin hires for Glasgow expansion
The hires lifts the number of staff in Brewin's Glasgow investment division to 40.
10/24/2014
Ex-Barclays strategic partnerships head launches private office
His new venture, MrPaulFleming, provides advice to high net worth and ultra-high net worth clients on a range of areas from finding a discretionary asset manager to deal origination and management consultancy.
10/24/2014
Double strategic hires for JTC Group Swiss Office
In his new role at JTC, Jonathan will focus on leading the Swiss team, developing operational capabilities and growing the office as part of JTC’s global network.
10/24/2014
SMP Partners appoints FATCA expert
The SMP Partners Group has a new recruit.
10/23/2014
Thomas Miller bolsters private client busines
His appointment follows the recent promotion of Andrew Herberts to head of private investment management
10/22/2014
Tilney Bestinvest hires Barclays wealth manager for Glasgow office
Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.
10/22/2014
Premier hires nine-strong team from Barclays Wealth in Bristol push
To have a team of such calibre join the business is a major coup for Premier. They bring with them significant experience in wealth management and independent advice.
10/22/2014
Janney Montgomery hires team of advisers from JPMorgan
The four-member team is led by Daniel Carney and Stuart Peterson.
10/21/2014
BMO Private Bank adding asset managers
The international private bank of Bank of Montreal will appoint fund houses to advise on European and Asia ex-Japan equity, and more are to come for other asset classes.
10/21/2014
Former Schroders Private Bank CEO teams up with vets to launch new asset management business
The veterans are willing to commit substantial sums of their personal wealth, while the new venture has received backing from River and Mercantile, Rathbones and Majedie Asset Management.
10/20/2014
Bedell Trust announce 16 promotions across business lines
Bedell Trust has announced a total of 16 promotions across its business lines, from director to officer level, in recognition of their contribution to the continued success of the firm and to meet business growth.
10/20/2014
Morgan Stanley PWM hires head of sales China and Hong Kong
Morgan Stanley said she has joined the company's Private Wealth Management department as a managing director and head of sales for China and Hong Kong.
10/20/2014
Jefferies Grabs Barclays Team
The firm’s Wealth Management business is dedicated to serving ultra-high net worth individuals, family offices and foundations
10/20/2014
New Guernsey Finance Chief Executive is named
He has more than 25 years' experience in the international financial services market in the UK and Guernsey
10/19/2014
CEO of Dubai's gold exchange resigns due to ill health
Dubai Gold and Commodities Exchange said on Sunday its chief executive officer, Gary Anderson, had stepped down due to ill health.
10/17/2014
Credit Suisse shuffles managers at investment banking unit
Credit Suisse has announced the appointments to the Executive Board, changes to the leadership of its Investment Banking Division, and the appointment of a new CEO of Asia Pacific.
10/16/2014
Deutsche AWM boosts Mexico HNW team
She will be responsible for developing and strengthening the Bank's relationships with ultra-high-net-worth clients in Mexico.
10/16/2014
Towry appoints senior private banker from Lloyds Mayfair Private Banking
Jeremy managed the London Banking office at Lloyds Mayfair during the second half of 2012, and was regional manager of Lloyds Wealth Planning Central & South West Region during 2008 when the region was the company's top national performer.