03/10/2014
Ex-L&G managing director joins HSBC GAM
Former Legal & General Investments managing director Simon Ellis has joined HSBC Global Asset Management in the newly-created role of global head of client segments.
Executive Moves
03/10/2014
Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team
Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald & Co. serving the private wealth management market, today announced the expansion of its wealth management team with the appointment of two registered financial advisors
03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
Westpac appoints deputy CEO
He will work directly with Westpac chief executive officer Gail Kelly on a range of strategic issues.
03/07/2014
Citi loses two veteran executives
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Raymond James Welcomes $1.9 Million Team from UBS Financial Services
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/07/2014
Wealth planning expert appointed to lead Lombard International Assurance's specialist team
Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.
03/07/2014
Chase de Vere offers RDR-burdened Chester adviser a home
Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.
03/07/2014
Barclays wealth advisory head joins Salamanca
Based in London he will spearhead the development of a new model for the provision of global family office services, aimed at helping families with increasingly complex issues to deliver on their personal and strategic objectives.
03/07/2014
Ex-Thames River director joins adviser firm
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/07/2014
Ex-Thames River director joins adviser firm
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/06/2014
Raymond James Recruits $2.2 Million Advisor from Merrill Lynch
Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T
03/05/2014
Van Lanschot appoints head of Treasury
He is an experienced finance professional with expertise in managing interest rate risk, liquidity, solvency, capital planning and covered bond programmes.
03/05/2014
CISI Jobs Online great news for global financial services job seekers and employers
financial services industry with financial services firms/recruiters searching for employees.
03/05/2014
Morgan Stanley wealth management hires advisers from UBS, Wells Fargo
Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.
03/05/2014
Citi announces new head of banking and wealth management
She held senior banking, investment and wealth management positions at NAB and Macquarie Bank before joining Citi.
03/05/2014
UK wealth manager names new Channel Islands director
He previously worked at Bank Leumi and AIB Bank in Jersey
03/05/2014
European bank lures Barclays Wealth bankers
His hire is aimed at strengthening the bank's presence on the territory and supporting its business development plans in the area of Milan, the bank said.
03/04/2014
Towry creates head of client experience role
Towry has promoted Linda Payne to the newly-created role head of client experience role and has also put her into the firm’s executive committee.