10/03/2014
ANZ Wealth research manager departs
It is understood he resigned on 12 September.
Executive Moves
10/03/2014
J.P. Morgan Asset Management names co-heads of global solutions business
The spokesman said there's no information to disclose at present regarding a replacement for Mr. Falcon's previous role as head of retirement.
10/03/2014
New MD for Salamanca Group Trust & Fiduciary, Jersey
He will be responsible for running the operation in Jersey and growing its book of business.
10/03/2014
Old Mutual Wealth hires ex-Rathbones chief
The appointment comes after Old Mutual Wealth recruited BUPA chairman Sandy Leitch as a non-executive director in July.
10/03/2014
RBC Capital Markets Poaches UBS Head of U.S. Sponsors
RBC Capital Markets has shuffled the leadership of its team of bankers that advise private-equity firms, poaching UBS AG's U.S. head of financial sponsors, Matthew Stopnik, to become joint head of sponsors at the Canadian investment bank
10/02/2014
Morgan Stanley hauls in $320M Neuberger Berman team
Morgan Stanley Wealth Management has wrapped up a round of mid-September hires that brought in a father-son team managing $320 million in assets at Neuberger Berman
10/02/2014
Unigestion strengthens Cross Asset Solutions offering with two senior appointments
Unigestion, the boutique institutional asset manager with GBP 9.3bn (CHF 14.3bn; USD 16.2bn; CAD 17.2bn) of assets under management, has further strengthened its Cross Asset Solutions team with the appointment of Guilhem Savry and Olivier Blin.
10/02/2014
Lloyds Banking Group makes senior wealth management hires
Lloyds Banking Group has made two senior appointments to its wealth and mass affluent division.
10/02/2014
Deutsche AWM adds 4 client advisers to its UK business
Having disposed of its UK regional business earlier this year, the bank is now building its resources in London. It said its volume of business with wealthy clients had quadrupled over the last four years.
10/02/2014
Standard Chartered names vice chairman of private banking clients division
He is based in London, and leads Standard Chartered Private Bank's Ultra High Net Worth segment and focuses on client engagement initiatives.
10/02/2014
Former Barclays Wealth Scotland boss joins Securities Trust
Little joins the Martin Currie trust as a non-executive director.
10/01/2014
AXA Wealth Sipp head exits in restructure
As a company we have always been responsive to change
10/01/2014
C. Hoare & Co appoints head of wealth management strategy
The UK-based private bank said it appointed Stuart Cummins head of wealth management strategy.
10/01/2014
C. Hoare & Co appoints head of wealth management strategy
The UK-based private bank said it appointed Stuart Cummins head of wealth management strategy.
09/30/2014
UBS O’Connor Hires Credit Suisse’s Hubbard for Credit Portfolio
He left Credit Suisse, where he was head of structured credit trading in the U.S., about five months ago.
09/30/2014
UK private bank hires C Hoare man to head wealth management
The position gives him responsibility for wealth planning and pensions across Brown Shipley’s five UK offices
09/30/2014
Rothschild Group appoints Trevor Manuel as senior adviser
Manuel was most recently minister in the presidency responsible for the country’s National Planning Commission
09/29/2014
BNP Paribas board chooses new chairman
The 31 years I have spent at this company have been a succession of challenges, but also, and above all, an exceptional human adventure
09/29/2014
Billions fly out the door at Pimco
Pimco executives are confident the firm can thrive
09/29/2014
Investment Week Rathbones creates UHNW role for Clark after completing Jupiter deal
Andrew will be responsible for directing Rathbones’ growth in the super high net worth sector, defined as clients with between £10m and £100m.