10/18/2015
UBS Hires $3.6M Producer From Merrill
Wilkins oversaw $425 million in client assets while at Merrill
Executive Moves
10/16/2015
$2.2M Team Jumps to RBC
RBC Wealth Management recruited a team that produced $2.2 million in annual production while at Barclays.
10/16/2015
Barclays hires Dart’s Chesters
Barclays W&IM confirmed her hire, but declined to comment further.
10/16/2015
Deutsche Asset & Wealth double exit post-restructure
Three senior exits coincided with this revamp. Jamie Banks, head of UK regulated wealth planning, director Annabel Bosman, and Damien Crommie, another director from the London office, all left the firm.
10/15/2015
AP Group appoints Head of HR
She will focus on talent acquisition, by attracting specialised recruitment consultants that match the organisational divisional needs and importantly have the drive and ambition to develop the company’s presence in new and existing trading locati
10/15/2015
Rothschild Asset Management Expands Large Cap Investment Team
He brings to Rothschild a strong track record in analyzing healthcare and pharmaceutical companies, and performing fundamental research for our institutional clients.
10/15/2015
Quilter Cheviot promotes Wood to head of fund research
Wood will lead an eight-strong team that analyses all third-party manager investments
10/14/2015
Bank of England’s Fried to Head Billionaire Kirsh Family Office
Fried starts in November and takes over from Ron Sandler, the former CEO of Lloyd’s of London, who Kirsh said will remain working as a trustee and adviser to the family.
10/14/2015
Elian’s new depositary capabilities boosts comprehensive range of AIFMD services in Luxembourg
Authorisation from the Commission de Surveillance du Secteur Financier enables Elian to be appointed Depositary by managers of AIFs.
10/14/2015
Dynasty-Backed Summit Trail Adds Four More Barclays Advisers
Summit launched in July by six Barclays advisers
10/13/2015
Cantor opens in Edinburgh after hiring Shore team
Investment bank Cantor Fitzgerald Europe is to open an Edinburgh office after hiring a team from rival Shore Capital.
10/13/2015
Global wealth and investment management firm appoints senior advisor
Prior to joining Rockefeller she was a Managing Director and head of the Washington, D.C. office for Pitcairn.
10/13/2015
First Republic Hires Credit Suisse Bankers for Wealth Management
First Republic, the former Bank of America Corp. unit, has been expanding wealth-management after going public in 2010.
10/13/2015
Deutsche's wealth unit names CIO
He replaces Asoka Wohrmann, who will head retail banking at the bank's private and business clients division
10/13/2015
Principal Asset Manager Adds Ex-Pimco's Remily for Global Equity
He’ll work on capital-appreciation and mid-cap strategies
10/13/2015
Barclays set to name ex-JPMorgan banker as new CEO
The appointment which was first reported by the FT is expected to be announced in the next two weeks, it said citing two people familiar with the matter.
10/13/2015
Citigroup Names First Global Head of International Personal Bank
Sambamurthy will report to Anand Selvakesari, the head of consumer banking for Asia Pacific
10/13/2015
UK private bank appoints new chief
The appointment underscores the growing appeal of independent private banks as large financial institutions grapple with the impact of the financial crisis on their perceived solidity.
10/13/2015
Edmond De Rothschild hires former Threadneedle manager
Joins as head of sovereign debt
10/13/2015
Edmond de Rothschild AM hires former Threadneedle EM head
While at Threadneedle she also co-managed the Absolute Emerging Market Macro Fund alongside Richard House.