08/15/2014
Thesis hires business development manager from Sanlam
Cook says: “As we continue to develop and grow the business, it is essential we have the right people on board.”
08/15/2014
Cook says: “As we continue to develop and grow the business, it is essential we have the right people on board.”
08/14/2014
No word yet on whether UBS has directly replaced Reid
08/14/2014
Credit Suisse AM confirms new CEO
He has since been appointed as global head of front services and chief operating officer at Credit Suisse’s private banking and wealth management arm, which includes the firm’s asset management business.
08/14/2014
Two more Barclays stockbrokers resurface
Poached two more stockbrokers from Barclays as it expands its investment team
08/13/2014
London-based wealth advice firm launches new Latin American venture
He has over 20 years’ experience in the high and ultra-high net worth advisory space.
08/13/2014
Wealth adviser signs up to advise budding sporting stars
"During my time as a professional footballer, I saw first-hand the consequences for those who did not receive the correct financial advice, and the impact it had on both their playing careers and financial future."
08/13/2014
His extensive background in wealth management and his strategic vision will be great resources for Fiduciary Trust in the years ahead
08/13/2014
He who has had over 35 years of experience in trust and company management services within Jersey, has been the Managing Director of Volaw Group since 1988, having been a founding director of Volaw in 1982.
08/13/2014
Former Schroders global head of equities joins Barings
08/13/2014
He joins the business from Brewin Dolphin where he held the role of head of business distribution for the last nine years working closely with the business development team. Prior to this he was SIPP and Offshore Manager at Gerrard Investment Management.
08/12/2014
JP Morgan has promoted its head of fund services to lead its $21 trillion custody business globally, Financial News learned.
08/11/2014
The former chief executive of the Financial Times, Rona Fairhead, and the former deputy governor of the Bank of England, Howard Davies, are contesting to be Barclays Plc's next chairman
08/11/2014
BlueBay is part of Royal Bank of Canada's asset management division
08/11/2014
Lombard Odier Investment Managers Hires Former BlackRock Exec
She will focus on traditional and alternative investment strategies at Lombard Odier Investment Managers (LOIM), the institutional asset management arm of Lombard Odier Group.
08/08/2014
Former UBS Wealth Management China CEO resurfaces
She joins from UBS Securities where she was CEO Wealth Management for China. She was with UBS for three years and Macquarie Group for 10 years prior to that, working in its New York, Sydney and Beijing offices.
08/08/2014
Before joining this newly-created role Jacobs was a financial planner at London & Capital.
08/08/2014
CIBC's New CEO To Drive Growth In Wealth Management
CIBC announces previous head of wealth management group as CEO effective Sept 15.
08/08/2014
Brewin hit by senior departures as it hires COO
In recent months Brewin Dolphin has seen a number of employees leave and closed two offices
08/08/2014
Senior country bankers exit UBS and Credit Suisse
The head of UBS's Netherlands operations has left the bank, as its senior ranks continue to shift, while the former head of rival Credit Suisse's business in the Nordics has also departed.
08/08/2014
Northern Trust Announces Leadership Changes To Global Fund Services Business In Asia
The statement said Jordan who joined Northern Trust in 1992 has held a number of roles across the organization