10/03/2013
Deutsche’s portfolio chief becomes latest to join Tacit
He left the banking giant last month, joins the London-based boutique as a partner and investment strategist.
Executive Moves
10/03/2013
JPMorgan Chase Hires Philanthropy Chief
JPMorgan Chase has a long history of philanthropy and civic engagement, utilizing its unique strength and expertise, its global reach and access to capital to support clients and communities.
10/02/2013
Barclays’ Scottish head of charities departs
Their departures come ahead of the bank’s restructure of its wealth and investment division under new chief Peter Horrell
10/02/2013
Schroders' Hall returns to Russell Investments
His appointment brings increased depth to our multi-asset capabilities
10/02/2013
Merrill Lynch Adviser Joins Morgan Stanley's Graystone Consulting
A high-producing financial adviser for Bank of America Corp.'s Merrill Lynch has joined Graystone Consulting,
10/02/2013
Northern Trust Appoints Managing Director in Miami
He has been appointed Managing Director of Northern Trust's Miami-based International Wealth Advisory team.
10/02/2013
HSBC Securities Services Makes Key Appointments in London and New York
HSBC Securities Services has made key appointments in sales for North America and Europe.
10/02/2013
Peter Mann named vice chairman in Old Mutual Wealth reshuffle
He will take a wider role across Old Mutual’s international markets while retaining the majority of this former UK duties.
10/01/2013
Tyndall AM Appoints COO
Tyndall Asset Management has appointed a chief operating officer with a wide experience in Asia and the United States.
10/01/2013
UBS Nabs Head of Investment Strategy from CFS
UBS Global Asset Management has appointed a former Colonial First State investment specialist as head of Investment Strategy.
10/01/2013
BNY Mellon Wealth Management Hires Senior Directors in San Francisco, Central Mass.
BNY Mellon Wealth Management is a few steps closer to meeting its ambitious recruiting goals
10/01/2013
St James's Place co-founder joins RIT Capital
RIT Capital Partners have announced the following changes to the Board, effective 1 October 2013:
10/01/2013
Coutts boosts Strategic Solutions team
His role will include strengthening relationships with corporate finance houses to build on the flow of investment ideas that can be offered to meet the increasingly sophisticated requirements of Coutts’ Private Office and Ultra High Net Worth (UHNW
10/01/2013
BTG Pactual hires former JPMorgan Brazil head
He took over JPMorgan's Brazilian unit in 2009 and in April became head of private banking for the New York-based bank in Brazil.
10/01/2013
Smith & Williamson strengthens charities team
He joins Smith & Williamson from BlackRock where he was a senior director on the charities team.
09/30/2013
Largest bank in Russia appoints deputy head of private banking
He will oversee the development of investment products, middle office operations, the business research service and also international platform development.
09/30/2013
Charles Stanley unite Vestra Financial Planning Head with Brewin six for Leicester arm
The branch, the firm’s thirty-third regional office, is headquartered of the former base of Leicester Mercury paper at Mercury Place, St. George Street.
09/30/2013
BNP Paribas appoints Inspecteur Général
He joined BNP in 1975 and has since pursued his entire career within the BNP Paribas Group
09/30/2013
Adam & Company names new heads for Edinburgh and Aberdeen
Adam and Company has appointed Alisdair Dewar as head of the Edinburgh office and Ian Massie as head of the Aberdeen office.
09/30/2013
Nerine appoints Walter Ferrari as Finance Director
Nerine Group of Fiduciaries has appointed Walter Ferrari to the role of finance director in its Geneva office