08/17/2017
Redmayne-Bentley adds to its Cambridge branch
He is a chartered fellow of the CISI and a chartered wealth manager
Executive Moves
08/17/2017
Redmayne-Bentley adds to its Cambridge branch
He is a chartered fellow of the CISI and a chartered wealth manager.
08/17/2017
Hargreaves Lansdown Appoints Fiona Clutterbuck, Roger Perkin Non-Execs
Senior non-executive director at buy-to-let mortgage provider Paragon Group of Companies PLC.
08/17/2017
Two UBS Wealth Managers in Los Angeles Depart, One by Mutual Agreement
The U-5 report filed by UBS on his separation says that it was not related to compliance or sales practice issues.
08/17/2017
William R. Gibbs Joins BNY Mellon Wealth Management as New Wealth Director in Seattle
Financial services specialist and West Point graduate joins the firm’s growing Seattle office
08/16/2017
Zurich wealth manager hires senior adviser from Willis Towers Watson
With his many years of experience Hans Münch will ideally complement the advisory approach of ZWEI
08/15/2017
RBC nets 3 teams with $1B in AUM
The wirehouse team was formerly with Morgan Stanley.
08/15/2017
Sandaire chair Alex Scott to step down
He has had a career spanning in banking spanning over 50 years, having started out at Coutts in 1964.
08/15/2017
WEALTH management specialist announces board shake-up
£50m wealth management specialist streamlining board to make it fit for future
08/15/2017
Barnett replaces Newbury as Kleinwort Hambros chairman
He replaces veteran private banker Warwick Newbury who has been in the industry for over 50 years.
08/15/2017
Quilter Cheviot appoints head of Birmingham office
David was previously deputy head of the company’s midlands office
08/15/2017
Rathbones appoints Scottish finance vet as senior indy director
His career has also included time as chief executive officer of CMC Markets and group finance director of Icap.
08/14/2017
CBA boss to retire after money laundering suit
Australia’s biggest bank seeks successor to Ian Narev amid torrent of criticism
08/14/2017
LGT Vestra strengthens Business Development team
She is a Chartered Fellow of the Chartered Institute of Securities and Investments and a Member of both the Personal Finance Society and the Chartered Insurance Institute.
08/14/2017
Schroders restructures UK institutional team
As a result of this change, Tim Horne - formerly a DC investment solutions manager at the firm - has been promoted to head of UK DC.
08/11/2017
Kames Capital's Roberts and Milburn to join Liontrust
Snowden and Hull made co-heads of fixed income at Kames
08/11/2017
UBS names new Asia Pacific investment banking head - memo
Kendall, who joined UBS in Australia about two decades ago, became head of Asia Pacific corporate client solutions business last year
08/11/2017
Nikko Asset Management Names Hall To Global Equities Team
Nikko Asset Management’s Global Equity team of six managers runs manages high conviction and benchmark-unconstrained global equity long-only portfolios out of the Edinburgh location.
08/11/2017
Barclays Appoints Former Citigroup Director As CEO Of International
In this role he was responsible for the strategy, design and execution of next-generation payment solutions and platforms across both digital commerce and money transmission.
08/11/2017
LGT Bank appoints prince and lawyer as board members
LGT Bank's Switzerland and Liechtenstein entities have expanded their boards of directors, the banks have announced.