05/23/2017
Japanese Manager in Global Push
He was an investment officer from 1999 to 2004 and has extensive expertise in strategy and management.
Executive Moves
05/23/2017
Julius Baer Bulks Up in Germany
The Swiss private bank has major ambitions for continental Europe's largest wealth market.
05/23/2017
SYZ Asset Management strengthens business development capabilities with two key hires
The development of existing and new strategies, notably in high-conviction equities.
05/23/2017
Intertrust in Jersey promotes five to associate director roles
These promotions strengthen Intertrust's 500-strong team based in the Channel Islands.
05/23/2017
Radrizzani completes takeover of Leeds United
Massimo Cellino is finally done with Leeds United
05/22/2017
Lombard Odier in Changes to Asian Management Structure
Asia has become a key growth engine for the Group.
05/22/2017
British asset manager appoints Head of Global Sales from UBS
He will also focus on the development of the skills of our sales teams.
05/22/2017
Investec W&I poaches three directors from Julius Baer
All three are highly experienced investment professional
05/22/2017
HSBC GAM poaches Newton and Aviva responsible investment heads
She was a director at F&C Investments.
05/22/2017
Merrill Lynch Hires Team of Advisors in New York
The SEAM Wealth Management Group is committed to developing lasting client relationships built on trust and personalized service
05/22/2017
Dynasty Financial Partners Taps Senior Industry Leader
He will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney.
05/20/2017
Credit Suisse appoints Filipino investment banker
He joins Credit Suisse from Macquarie Group, where he spent 17 years in various roles based around Asia Pacific.
05/19/2017
Bravura appoints wealth management exec
Velpuri previously held executive roles at Oracle and CA Technologies and was most recently the vice president at Capsilon Corporation.
05/19/2017
Change of auditor
This appointment remains subject to approval by shareholders at the 2017 Annual General Meeting to be held in November 2017.
05/19/2017
APG Asset Management CEO to step down
He joined APG Asset Management in 2010 as CIO for capital markets investments.
05/19/2017
Oprah’s Star Money Manager Moves On
Peter Adamson leaves to take similar post for Eric Smidt, owner of retailer Harbor Freight Tools
05/18/2017
Hargreaves Lansdown chairman to step down
Fiscal 2017 year-to-date revenue totaled GBP315.7 million, up 17%.
05/18/2017
Cyril Latroche appointed new Member of the Board of Directors of Falcon Group:
The new Board member Cyril Latroche adds: "I look forward to working with the Board and leadership team to help the bank achieve sustainable returns for its shareholder."
05/18/2017
Beaufort hires Brewin director for HNW service
We have an established proposition for financial advisers who wish to outsource their clients' investment portfolios.
05/16/2017
Myer Family lures NAB executive
He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years.