04/04/2019
Wealth heavyweights join FSC board
The FSC thanked Cooper for his contribution to the council, noting his "expert guidance and support", during the industry's recent periods of challenge.
Executive Moves
04/04/2019
Charles Stanley bolsters Scottish distribution team
He will report into Charles Stanley’s head of intermediary sales Steve Hill in his new role.
04/04/2019
Calamos names Anderson head of wealth strategy and trust services
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
GAM Holding AG nominates three new members to its Board of Directors
The three nominated Board members will replace Diego du Monceau, Ezra S. Field and Monica Mächler, who have decided not to stand for re-election at the upcoming AGM scheduled for 8 May 2019.
04/04/2019
Edmond De Rothschild appoints new leadership amid privatisation
These appointments are effective from 14 March 2019.
04/04/2019
Barclays EMEA private bank head leaves the firm
He will be replaced on an interim basis
04/04/2019
Zurich WM hires new head of investment solutions from EFG
Sesle joins from EFG Bank
04/04/2019
New Executive Director at Quilter Cheviot
He will report to Tim Childe, Head of Quilter Cheviot’s Jersey Office
04/04/2019
Redmayne Bentley expands Glasgow office with hire from Brewin Dolphin
Investment Manager Michael joins the firm from Brewin Dolphin
04/03/2019
Senior Julius Baer Banker Exits
The Genevan wealth manager has twice raided Julius Baer for private bankers, first for the Middle East and last week for Latin America.
04/03/2019
Witan hires ex-Schroders wealth boss as next chair
The Association of Investment Companies recently obtained an exemption for investment trust chairs who can extend their tenure for longer if the company explains its succession policy.
04/03/2019
Northern Trust Names New Leader for its Business in Ireland
Melíosa O’Caoimh Appointed as Country Head
04/02/2019
FNZ names Tim Neville head of APAC – determined to drive dynamic growth in the region
The new APAC CEO said continued global growth is FNZ’s main internal driver while he’ll work to galvanize efforts to deliver more dynamic operational models and offer better service to the fast-growing Asian markets.
04/02/2019
Veteran Value & Income managers retire after 33 years
They are retiring as both managers and from their roles as directors.
04/02/2019
EdRAM bolsters its Portuguese business
With over 27 years' experience in the financial sector, Freire worked for various entities including Deutsche Bank, EGM Capital, Millennium BCP and Banco Postal.
04/02/2019
Stonehage Fleming has announced the appointment of a new Partner – Global Head of Business Development
In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.
04/02/2019
UBS Adds Advisors with Combined $8 Million Production
Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.
04/02/2019
US equity stalwart takes on family office post
Royce is a graduate of Brown University and received his MBA from Columbia University.
04/01/2019
JPMAM's multi-asset CIO and manager of the £1.5bn Global Macro Opps fund quits
Fund removed from recommended list
04/01/2019
J.p. Morgan Private Bank expands Middle East and North Africa team with key banker hire
J.P. Morgan Private Bank today announced that Steve Wainwright has been named Managing Director and senior Banker to the firm's Middle East and North Africa team in Geneva