10/16/2018
Canaccord promotes Hargreave manager to Worcester boss
He has over 25 years’ experience, starting his career at stockbroker at Harris Allday where he later became partner.
Executive Moves
10/16/2018
UBS Jersey Financial Intermediaries Team Expands
New Client Advisor, Jean-Paul Coutanche, has over 14 years’ experience in the finance industry, with seven years as a Product Analyst.
10/16/2018
J.P. Morgan names senior expert to join the Middle East and North Africa wealth management team
Based in Geneva, Switzerland, Mr. Jossa and will report to Tara Smyth, Head of the Private Bank for the Middle East and North Africa market
10/16/2018
NEDs appointed to JOIC
The new appointments will be made official after the two-week period and will take up a three-year term of office as of Monday 29 October.
10/16/2018
Investment director parts company with Saunderson House
The firm, which is part of James Hay parent company IFG, says Mr Birt is supported by a team of investment analysts and investment decisions “continue to be challenged and overseen by the investment committee, which comprises both internal and exter
10/15/2018
Battle to recruit ESG specialists intensifies
Applications are up but the right skills are hard for funds to find
10/15/2018
Credit Suisse investment head joins UK boutique as CIO
Seven Investment Management currently has £14.3 billion (€16.22 billion) in assets under management
10/15/2018
Barclays rehires HSBC director for Scots regional wealth push
The appointment followed a raft of departures across Barclays’ regional network over the past year.
10/15/2018
JP Morgan Asset Management grows distribution team
She will be based in Melbourne, reporting directly to the firm's Australian country head Rachel Farrell.
10/15/2018
7IM hires former Credit Suisse head Surguy as CIO
Follows string of appointments
10/12/2018
Broadridge appoints president of global technology and operations
Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.
10/11/2018
Deutsche Bank Wealth Management names two managing directors
Prior to this, McMillan was managing director in the investment solutions group at Wells Fargo Securities Llc
10/11/2018
Close Brothers expands West End office
Hugh Adlington’s appointment, following that of Oliver Harvey in September 2018 and Tim Eliot-Cohen last year, will continue the expansion of CBAM’s recently launched office in the West End of London.
10/11/2018
SANNE appoints experienced business development director in London
Jamie has extensive knowledge of the global private debt and capital market industry having worked across the EMEA and US markets dealing with structured finance and corporate finance structures.
10/11/2018
Tilney reunites ultra HNW veterans for London team
Our new team have been totally immersed in advising some of wealthiest individuals and families in the UK for decades and each of them has a deep understanding of the requirements of high value clients.
10/11/2018
Smith & Williamson hires from JPM for new wealth sales role
David Cobb, co-chief executive of Smith & Williamson (pictured), said: ‘I am delighted that David has joined the firm to help accelerate the growth in this key area for Smith & Williamson.
10/11/2018
Lombard Odier, Partner Part Ways
The move is the latest turbulence to hit the partnership of Lombard Odier, one of Switzerland's largest independent, unlisted private banks.
10/10/2018
Kevin O’Brien leaves Bank of Ireland to join Julius Baer
Mr O’Brien has also previously held positions with Kompass Ireland and Masterfoods
10/10/2018
Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley
Baird has added 40 financial advisers to the group since the start of the year.
10/10/2018
Vontobel expands US offshore coverage with appointment
His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.