10/23/2017
Wells Fargo Asset Management Expands Multi-Asset Solutions Team
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.
Executive Moves
10/23/2017
AXIS Names Steve Arora as Reinsurance CEO
Mr. Arora graduated from Muhlenberg College with a Bachelor’s Degree in Economics.
10/20/2017
Lugano-based PKB hires independent WM as Romandie head
PKB was first established in Zurich in 1958 as Privat Kredit Bank and officially transferred its headquarters to Lugano in 2000.
10/20/2017
Adam & Co executive director exits
Wealth Manager understands that as of yet there is no direct replacement for Wilson and that her role is likely to be split between the Adam & Co investment team.
10/20/2017
Brewin Dolphin appoints director in Reigate
New Reigate Management Team Director for Brewin Dolphin Announced
10/19/2017
Butterfield Announces Senior Management Restructure
Butterfield has announced the following changes within its senior management team structure.
10/19/2017
Raymond James scoops up $540M SunTrust Team
They're the latest new hires at Raymond James, which has been on a long-running recruiting push.
10/19/2017
Merrill Lynch names head of Strategic Growth Markets
Jen joined Merrill Lynch as a member of the listed options and futures strategy desk.
10/19/2017
Former boutique AM head launches Swiss equity fund at new firm
The newly launched fund is officially called the Systematic Equity Premia Switzerland and evaluates the universe of stocks based on valuation, quality, momentum and growth factors.
10/19/2017
Brevan Howard PM re-emerges at expanding London hedge fund
Cooper is the latest senior former investment bank trader to join the hedge fund this year.
10/18/2017
Canaccord Genuity offshore wealth heads join board
Prior to joining Canaccord Genuity Wealth
10/18/2017
BBH Expands Private Banking Leadership
Private Banking is a substantial and important business for BBH, tracing its roots to the founding of our firm.
10/18/2017
Brewin Dolphin Names New Bristol Office Head
Brewin Dolphin's New Bristol Office Head
10/18/2017
Northern Trust names current president as new CEO
Waddell, who has served as Chief Executive Officer since January 2008, will remain as Chairman of the Board
10/18/2017
Intrinsic compliance lead departs after just eight months
The firm says no decision has been taken on plans for the future of the role.
10/18/2017
Crestbridge strengthens team
Gunther has a vast experience working as finance professional in the private and in the public sector.
10/17/2017
Lombard Odier Poaches from UBP
The acquisition of Coutts by UBP Wong was head of wealth planning South Asia at Coutts.
10/17/2017
Bank of Ireland's Bannigan moves on from private banking unit
The scale of the overhaul raises questions about Bank of Ireland's strategy for its private banking division.
10/17/2017
Legg Mason announces head of wealth management
The wealth management channel is undergoing significant change and is a core focus for our UK business.
10/17/2017
Shiela McGregor joins a Majority non-executive Crestone board
She is an active participant in the not-for-profit sector, serving in various roles.