10/21/2013
IPS Capital appoints intermediary director
IPS says he will be responsible for the development and distribution of investment solutions to advisers in the UK
Executive Moves
10/21/2013
Credit Agricole Hires Executives for Leveraged Loans, High-Yield
Credit Agricole SA hired Kerry Ferdinando and Jermaine Jarrett to join the French bank’s leveraged loans and high-yield businesses in London
10/20/2013
Old Mutual Wealth appoints IFDS founder as non-exec
Old Mutual Wealth Management Limited announces the appointment of a fourth independent non-executive director to its board
10/20/2013
Heartwood appoints new head of charities
“Charities have occupied a core part of Heartwood’s business and it has grown primarily through word of mouth. There is a real opportunity to take this business to the next level.”
10/20/2013
Praemium Boosts Discretionary Power with Double Hire
Praemium has bolstered its discretionary capabilities with two senior hires.
10/20/2013
French bank SocGen appointed a new Middle East head
He was previously a head of capital markets at the bank, overseeing the Central and Eastern Europe, Middle East and Africa
10/20/2013
GAM recruits Sarasin manager for discretionary portfolios
She formerly worked at Sarasin & Partners as an investment manager
10/20/2013
BpH poaches second paraplanner
The junior paraplanner role is now the next step for me
10/17/2013
Credit Suisse makes key appointment in Greater China Private Banking
Before joining Credit Suisse, Luo was a managing director and head of ultra high net worth (uhnw) management team at China International Capital Corporation Hong Kong Securities.
10/17/2013
JM Finn poaches Canaccord’s marketing head
Prior to this he headed up the marketing team at Lehman Brothers Asset Management
10/16/2013
JBWere appoints new Chief Investment Officer
He will also oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios.
10/16/2013
London & Capital names HSBC's Cindy Lim to key CRM post
Originally from Hong Kong, Lim has been resident in the UK for the past 18 years, and is fluent in both Mandarin and Cantonese, according to London & Capital (L&C), which announced her appointment yesterday.
10/16/2013
Morgan Stanley wealth management boosts Asia team
He most recently served as managing director and head of investment funds, sales and distribution at UBS Private Bank Hong Kong
10/16/2013
BNY Mellon Names Former Aviva Investor Exec as COO
Based in London he will report to PeterPaul Pardi, chief executive of BNY Mellon Asset Management International and global head of distribution for BNY Mellon Investment Management.
10/16/2013
The PrivateBank boosts private wealth services team
The PrivateBank today announced Rose Panico-Marino has joined as Managing Director, Private Wealth, focusing on retirement plan solutions.
10/15/2013
Bahamas FM Encourages Entrepreneurship In Compliance
We in The Bahamas have excelled in developing human capital and professionals in compliance.
10/15/2013
BMO Financial Group Announces New Organizational Structure
To Support Accelerated Growth and Evolving Customer Needs
10/15/2013
UBS Taps Langford to Run Global Natural Resources Group
UBS promoted senior energy dealmaker Tom Langford to run its global natural resources investment banking business,
10/15/2013
Raymond James boosts Private Client Group
He is widely respected throughout the securities industry and most recently served as Vice-Chairman, Executive Vice President and National Sales Manager of National Bank Financial.
10/14/2013
Barclays' former Scottish wealth head to exit
His departure comes on the back of those of Diane Wilde, its Scottish head of charities, and Glasgow-based portfolio manager Eline Lofgren in October.