09/02/2014
Canaccord Genuity hires for Canadian wealth management business
“These key appointments reflect our continued efforts towards strengthening our Canadian Wealth Management business and growing discretionary assets under management,” said Paul Reynolds, President and CEO of Canaccord Genuity Group
09/01/2014
She became chair of the IMA, the UK’s investment management lobby group, in June.
09/01/2014
“I would like to take this opportunity to thank both Gabriele and Olivier for their strong commitment and valuable contribution in the past years and look forward to shaping the successful future of our Region Switzerland together,” commented
09/01/2014
Rothschild hires JP Morgan research boss as investment head
“As Rothschild’s wealth management business continues to grow, we are continuing to invest to deepen and strengthen our investment proposition,” says Mark Kary.
09/01/2014
Troy hires Rothschild man to manage Spectrum fund
He previously worked at Brewin Dolphin, before becoming a portfolio manager at Kaupthing Singer & Friedlander and later Williams de Broe.
09/01/2014
Historically, he has had a particular emphasis on strategy and organisation development roles.
08/28/2014
Head of international private bank sales team moves on
The Asian team will now report to Albert Tse, head of intermediary distribution for South East Asia.
08/27/2014
Two sales executives recently left the UK asset manager, including its Asia head of private bank distribution. This continues the trend for turnover among fund sales teams.
08/27/2014
Zurich has changed non-executive directors on the Openwork board following a restructure of its global insurance businesses.
08/26/2014
He has 20 years of experience in banking, the company said.
08/25/2014
St James’s Place Wealth Management appoints client relations manager
As a finance expert who has worked in the industry for nearly 30 years, Mr Geddes provides advice on retirement planning, savings and investment.
08/24/2014
She was President and Chief Executive Officer of Rio Tinto Alcan from 2009 until June 2014 and continues to serve in an advisory role until her retirement on September 1, 2014.
08/22/2014
Deutsche Bank Private Wealth Management looses London boss & global discretionary head
London boss and global head of discretionary portfolio management have both left the company.
08/22/2014
CreditEase appoints head of offshore wealth
Former Asia head of wealth management at consultancy Towers Watson
08/22/2014
Former Barclays banker confirmed as OT minister
Replacing him is former banker Dudderidge who lists his policy interests as pensions, financial services and Africa where he worked for Barclays in the Ivory Coast and Botswana.
08/20/2014
RBC Global Asset Management Appoints New CEO of International Business
He will oversee RBC GAM's business in Europe, the Middle East, Africa and the Asia-Pacific region
08/20/2014
UBS WM to name new head of global distribution
Most recently his title was head of investment mandates, programme and content management for Asia Pacific, based in Singapore
08/20/2014
He replaces Raymond Sykes who is retiring after more than four years in the post
08/20/2014
Kate Middleton-backed charity adds to City ranks
Former Barclays investment manager Samantha Bamert and hedge fund specialist Stella Murrell have joined the trustee
08/20/2014
He was a member of the Basel-based firm’s asset management and absolute return team.