06/08/2015
Waverton appoints business development manager
Waverton Investment Management has appointed Charles Stanley’s William Tong as a business development manager for its managed funds service team,
06/08/2015
The duo will take up the newly created roles to expand and further strengthen their wealth management activities in Hong Kong
06/07/2015
German bank was hit with a record £1.7bn Libor penalty in April
06/05/2015
State Street Corporation announced today that Joseph Antonellis will retire later this summer after almost a quarter century at State Street
06/05/2015
The Financial Conduct Authority today announced the appointments of two key executive roles, with Mark Steward becoming the new Director of Enforcement and Market Oversight and Barbara Frohn the new Director of Risk and Compliance Oversight
06/04/2015
Morgan Stanley spokeswoman Christine Jockle confirmed the brokers' departures.
06/04/2015
New head of wealth management at Duncan Lawrie Private Bank
He joins Duncan Lawrie from Kleinwort Benson where he held board director roles for both the limited and trustee parts of the business.
06/04/2015
The Taunton office is expected to open in the autumn when the team’s gardening leave ends.
06/04/2015
Coutts hires ex-St James's Place chief
Lord William Waldegrave, Chairman said: “We are very pleased to have secured two such high calibre appointments to work with us in driving the future vision and growth plan of the Coutts & Co business.”
06/04/2015
She previously worked as Divisional Director at Brewin Dolphin for nearly 8 year
06/03/2015
Deloitte UK promotes 75 new partners
‘Return-to-work’ scheme launched to attract more senior female leaders
06/03/2015
He joins from Lemanik Asset Management in Luxembourg
06/03/2015
Prior to that she held senior responsible investing positions at HSBC Global Asset Management and Henderson Global Investors.
06/03/2015
Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield
06/02/2015
Old Mutual Wealth appoints investment specialist for advisers
Old Mutual Wealth has recently completed its acquisition of Quilter Cheviot for £585m adding £16.7bn in funds under management and 500 employees.
06/02/2015
Elian launches New York Office
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
06/02/2015
Investec hires Schroders investment director for multi-asset team
In his new role he will be responsible for building Investec's multi-asset capabilities globally
06/02/2015
Towry hires Barclays Wealth advisory vice president
Towry has hired Michael Martin from Barclays Wealth & Investment Management
06/02/2015
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
06/01/2015
Starting today, he will report to Adrian Kyriazi, CEO, Continental Europe and Head of Private Banking, Switzerland.