06/06/2018
Stifel names former Merrill CIO as new investment head
Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.
Executive Moves
06/06/2018
Peter Moyo appointed to Nedbank board
"Peter is a vastly experienced business leader, he is a former group CEO of Alexander Forbes and deputy MD of Old Mutual Life Assurance Company SA," Nedbank chairman Vassi Naidoo said in a statement.
06/05/2018
Julius Baer expands private banking team in Guernsey
In his previous position at a local wealth management firm he looked after advisory and discretionary portfolios and sat on a number of investment committees responsible for the selection of UK, European and US equities.
06/05/2018
Citi's sponsor team poaches Deutsche banker
He Citigroup has lured Deutsche Bank vice president Simon Marrison, Street Talk can reveal. Marrison, who spent 10 years at the German bank, will join Citi's general industrials and sponsors team as a director based in Sydney.
06/05/2018
Bonham Carter joins Netwealth's board
The pair both participated in Netwealth’s initial £6.5 million fundraising ahead of its launch in May 2016.
06/05/2018
Sanlam UK chair steps down
Kriel will remain available to the business until the end of November to provide support where necessary.
06/04/2018
Grant Thornton strengthens wealth advisory team north of the Border
Clara Jackson joins in the accountancy firm's Glasgow office
06/04/2018
Hawksford appoints corporate business development director
He will work closely and collaboratively with the corporate services team on the strategic development of the offering.
06/04/2018
Vistra Fund Services expands Guernsey team
Aidan Gallagher joins Vistra as manager from KMPG.
06/04/2018
Struggling stamp trader Stanley Gibbons appoints CEO
A Stanley Gibbons spokesperson did not immediately respond to a Financial Times request for comment on whether Mr Elliott Shircore would retain his role at Phoenix.
06/04/2018
Indosuez Appoints New Wealth CEO
Prost joined Crédit Agricole in 2000 as head of structured finance for corporate and investment banking in Italy.
06/04/2018
Schroders veteran Cordell to exit
Bill Casey and Nick Kissack will oversee the management of the SARFCO European Equity Absolute Return fund.
06/04/2018
Lombard Odier Investment Managers appoints head of consultant relations
Marek brings a wealth of experience in building these partnerships with this critical audience
06/04/2018
KPMG to lay off 400 employees in South Africa
Changes are latest shake-up following corruption scandal that saw Big Four adviser lose clients
06/04/2018
John Morey Joins Fiduciary Trust’s Leadership Team
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/01/2018
Investec names new head of Southeast Asia institutional sales
Investec had about $146 billion in assets under management as of March 31.
06/01/2018
Law firm launches elite team to advise sports and music stars
Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.
06/01/2018
Ex-C Hoare and First Names trio to enhance index service
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in investment consultants Enhance.
06/01/2018
Inteligo AM boss joins Lima-based family office amid growth drive
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
Raiffeisen names new head of Ticino office
He will now succeed Gabriele Burn, who has held the lead position in the Ticino office on an interim basis since the departure of Marzio Grassi at the end of 2017.