11/10/2014
Investec Wealth hires UBS Wealth trio
This is a high-calibre team that will add significantly to the depth of our expertise
11/10/2014
Investec Wealth hires UBS Wealth trio
This is a high-calibre team that will add significantly to the depth of our expertise
11/07/2014
Former ANZ managing director of advice and distribution resurfaces in partnership with Italian manager
Started providing financial planning services to retail, high net worth and institutional clients in Australia in 2014.
11/07/2014
Ex-Goldman Sachs President Gets PineBridge Post
The money manager controlled by Hong Kong billionaire
11/07/2014
Sanlam Private Investments’ head of managed funds jumps ship to UK private bank
He had spent 14 years at Sanlam UK, which was previously known as Principal Invesment Management before being taken over and rebranded by South African firm Sanlam.
11/07/2014
He is reunited with Al Breach, his former co-head of research at UBS in Moscow, who set up Gemsstock last year.
11/06/2014
Swiss bank makes senior Asian appoinment
Head of sales Asia and Hong Kong office head.
11/06/2014
Rathbones boosts investment team with Charles Stanley hire
He joins from Charles Stanley, where he worked as an investment manager based in London.
11/06/2014
She had moved over from Newton last August to spearhead Kleinwort’s drive to grow its charities business.
11/05/2014
Barclays Loses Advisor to Deutsche Asset & Wealth Management
Deutsche has been on a recruiting push as part of its plans to build up its wealth management business
11/05/2014
Global Head of Fiduciary at Barclays elected Worldwide Chair of STEP
STEP’s Board of Directors, which has eight members, was created in 2010 to manage the interests and affairs of the Society.
11/04/2014
Vontobel appoints Asia Pacific head for structured products platform
He will be responsible for the development and further implementation of Vontobel’s deritrade® Multi Issuer Platform in the Asia Pacific region with the goal of establishing the electronic platform of choice for structured products participants.
11/04/2014
At GAM, McKenzie will be responsible for the distribution of funds to wholesale clients in the UK, including private banks, wealth managers, multi-managers and family offices.
11/03/2014
Royal London Asset Management chief investment officer Robert Talbut is to exit the firm after ten years.
10/31/2014
UBS strengthens London-based foreign-exchange team with Barclays hire
In the job he started this week, he reports to Michael Bichan, head of currency distribution in the U.K., according to a UBS spokeswoman in London.
10/31/2014
He succeeds Bob Contri, a vice chairman of Deloitte LLP, who was named to the role in 2010 and retains his position as Deloitte's national financial services industry leader. Contri also spearheads a number of significant client and relationship effo
10/31/2014
Swiss Private bank announces the resignation of Deputy CEO
Over recent days, the media has widely reported the ramifications of legal investigations initiated in Germany against a number of people
10/30/2014
As part of the restructure, James Gautrey has been promoted to portfolio manager for international equities.
10/30/2014
He plans to return to the industry in 2015 to do consultancy work.
10/30/2014
Heron, currently executive director of private bank Adam & Co will join Edinburgh-based Nucleus in January, replacing Aileen Mathieson, who left in September to join Zurich
10/30/2014
Flury joins from Swiss & Global Asset Management, where she stepped down from her role as fund manager at the end of September. During her six years with the Zurich-based group, Flury had overseen the Julius Baer EF Health Innovation fund