03/21/2019
Ex-Rowan Dartington IFA director to head regions for wealth firm
He had joined the firm in 2016 as regional director and became head of the IFA sales division in August last year.
Executive Moves
03/21/2019
Geneva WM head departs for Paris boutique
He has been replaced by Karim Bertoni, who previously worked at Bellevue Asset Management as senior portfolio manager.
03/20/2019
Raymond James CFO to Retire
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.
03/20/2019
Barclays Appoints Chairman of Global Internet Banking
“His appointment is further evidence of our commitment to operating a top tier Technology franchise.”
03/20/2019
Merian Global Investors names EMEA distribution head
This move reflects the business’s continued commitment to the region after launching its first European office
03/20/2019
Maitland appoints David Deputy Chairman
He was CEO for 17 years of FTSE 100 packaging and paper giant Mondi, which is dual listed in London and Johannesburg.
03/20/2019
Swiss Bankers Association appoints new CEO
Jörg Gasser will take up his post as CEO of the SBA on 1 May 2019.
03/20/2019
Aviation Partner Presents at International Business and Finance Summit
Mr. Allen provided an introduction to the purpose and work of the Steering Committee
03/20/2019
Sarasin promotes former Rothschild banking boss to partner
He started his career in 1996 at Mercury Asset Management.
03/19/2019
Tilney adds to business development team
Prior to that she was intermediary support at Heartwood Investment Management and Financial Planner at Saunderson House.
03/19/2019
Family Office Leaders Join Boston Private
Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private
03/19/2019
Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private
He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.
03/19/2019
Quilter Cheviot recruits six investment managers
I’m pleased to see such quality in the candidates we are attracting to help us deliver on our top priority, providing exceptional service and performance to our clients.
03/19/2019
Julius Baer Hires Three From UBS, Barclays
The new hires will report to Calum Brewster, managing director and head of U.K. regional offices at the bank.
03/19/2019
First Republic Continues Poaching Wealth Management MDs from Large Brokerages
UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.
03/18/2019
Arbuthnot Latham names Coutts veteran to lead regional expansion
Private bank’s regional client base has tripled in the last two years
03/15/2019
Nutmeg cuts six directors from board
The reshuffle will leave eight members on the Nutmeg board.
03/15/2019
IRESS’ MD of the UK steps down
He leaves IRESS and our United Kingdom business in a strong position for continued growth.
03/15/2019
Credit Suisse Veteran Bags Plum Role
She began at Credit Suisse in 1999 as head of bond research
03/15/2019
DBS Poaches Wealth Planning Head from Bank of Singapore
He joins DBS from Bank of Singapore, the private banking arm of OCBC Bank, where he has worked since 2004.