02/16/2017
Moore Stephens recruits new private client partner
The firm combines traditional values and very high service, with an innovative outlook which makes joining a very exciting prospect.
Executive Moves
02/16/2017
Ascot Lloyd hires financial planning head
As part of the strategic review, Connolly will help build a panel of products and platforms for the firms.
02/16/2017
Quilter Cheviot boosts Birmingham Investment Management team
We very much look forward to working with Cameron and supporting him as he takes on his role here at Quilter Cheviot.
02/16/2017
Manager of $22bn BlackRock fund to retire
He also worked with DeSpirito on the management of the Ucits-compliant fund.
02/16/2017
Union Bancaire Privee Appoints New COO for Singapore
The integration of Coutts and launch of UBP's expanded business in Asia.
02/16/2017
Bob Diamond's Barclays lieutenant exits Atlas Mara
Accelerated Strategic Execution, Successful Equity Raising, Leadership Change and Rationalization of Costs
02/16/2017
Digital wealth manager snaps up BlackRock’s robo advice CIO
The firm already partnered with BlackRock in December, embedding its suite of 14 physically-backed ETFs for its model portfolios.
02/15/2017
J.P. Morgan Asset Management Appoints James Peagam Head of North America Institutional
He was the Head of EMEA Sales Strategy for BlackRock's Financial Institutions Group and held positions in banking.
02/15/2017
CS Bolsters China Leadership
A core part of his remit as China CEO will be to deepen relationships with the most important entrepreneurs and corporate clients in China, and to generate revenue growth.
02/15/2017
Old Mutual Wealth hires non-execs from Aviva and EY
I am delighted to announce three strong non-executive appointments to the Old Mutual Wealth Board.
02/15/2017
Advisors Managing $460 Million Leave Morgan Stanley for Raymond James
Having worked for over 20 years with the major Wall Street firms we ultimately realized that bigger isn’t always better.
02/15/2017
IA names Schroders man as chair
Our industry is experiencing a period of significant change and it is important we work together to ensure we meet our responsibilities to clients and deliver value to them over the long-term.
02/14/2017
C. Hoare & Co chiefs to depart after Cazenove deal completes
The sale of C. Hoare’s wealth management arm by Cazenove was first announced back in October 2016.
02/14/2017
Qatar Shareholder Leaves Credit Suisse Board
Credit Suisse didn't give a reason for the departure of the Qatari representative.
02/14/2017
Stenham Wealth Management Makes Strategic Hire
He will build business relationships with high net worth individuals.
02/14/2017
New appointment in Cayman private client and trusts team
He has particular expertise in resealing foreign grants in the Grand Court of the Cayman Islands.
02/14/2017
Change of leadership at LGT in Liechtenstein
He was appointed a member of the Executive Board and in October 2008, became Deputy CEO.
02/14/2017
RBC Appoints New Head Of Wealth Management - International
He will succeed Stuart Rutledge, who will be taking on a new leadership role with RBC in Toronto, Canada.
02/14/2017
Vistra Fund Services Jersey appoints Director
Carruthers brings a wealth of corporate and funds knowledge, obtained during a 15 year career in both the onshore and offshore financial services industry.
02/13/2017
Close Brothers hires investment director from Brewin Dolphin
This follows the recent appointment of Matthew Heappey from Axa Life Invest in September