11/07/2012
Plum appoints managing director
Before joining Plum, Ms Bourguignon worked within a senior strategy role for NAB Wealth and was previously head of investment control where she worked closely with the corporate super business.
Executive Moves
11/07/2012
Canaccord appoints new director
The board of Canaccord Financial Inc. is now comprised of nine Directors, including six independent Directors.
11/07/2012
Credit Suisse appoints former JP Morgan exec to HNWI unit for Italy
Appointed as head of Italy's high-net worth individual clients, within the private banking unit based in Milan.
11/07/2012
EFG International announces a senior management change
He will continue as an adviser and will remain on the board of EFG Financial Products.
11/07/2012
Swiss private bank appoints new regional market head for Central & Eastern Europe
He will be based in the Zurich office and will report directly to the Head of Private Banking
11/07/2012
Wealth manager bolsters expanding Edinburgh team
He has 25 year’s experience in investment management, was most recently joint managing partner at Castlefield Investments where he managed both retail and institutional portfolios.
11/07/2012
F&C’s investment trust head leaves group
F&C Investments has confirmed the departure of head of investment trust business development
11/07/2012
Shalton leaves Guardian Wealth Management
Shalton joined Guardian in June having previously worked at AXA-owned national IFA Bluefin.
11/06/2012
Hargreaves plans to boost adviser numbers
Head of advice Danny Cox said the firm planned to increase that number by 12 in the next two years though its graduate scheme.
11/06/2012
JP Morgan poaches prime brokerage head from rival
JP Morgan is one of several banks trying to expand into prime broking
11/06/2012
Global financial services firm cuts private banking staff
Julius Baer and Goldman Sachs are among others that have also laid off staff recently. Morgan Stanley declined to comment.
11/06/2012
HSBC Canada names new CEO
HSBC Bank Canada has announced a replacement for president and CEO Lindsay Gordon, who is retiring in January.
11/06/2012
Leading independent financial services firm Global head of research
He will continue as Director of U.S. Research
11/06/2012
RBC Wealth Management hires former Merrill director
He had been at Merrill since 2004, moved to RBC in late October
11/06/2012
UBS Snaps Up Morgan Stanley Team; Morgan Hires Chase Advisor
UBS Wealth Management Americas has picked up a trio of Morgan Stanley Wealth Management advisors, as Morgan Stanley has snapped up a new advisor from Chase Investment Services.
11/06/2012
British multinational banking hires former Barclays banker
He left Barclays about a year ago
11/06/2012
HSBC Names New Australia CEO
He has spent more than 25 years with the bank in Australia, Hong Kong, the U.K. and the Philippines
11/06/2012
US Wealth management firm boosts team
He held several roles with Morgan Stanley Smith Barney, most recently serving as second vice president and complex business development officer with responsibility for revenue generation, practice management and oversight of financial advisors.
11/06/2012
US Wealth management firm boosts team
He held several roles with Morgan Stanley Smith Barney, most recently serving as second vice president and complex business development officer with responsibility for revenue generation, practice management and oversight of financial advisors.
11/05/2012
Reyl targets Asian growth with CEO appointment
Reyl Asset Management has sought to strengthen its presence in the Asian market