03/31/2017
Brightstar expands HNW business
The new additions bring the staff numbers to six and further recruitment is expected through 2017 as the new brand builds further market presence.
Executive Moves
03/30/2017
Brown Shipley CEO Ian Sackfield to step down
Firm seeking a replacement
03/30/2017
Cantor Fitzgerald Adds Lance Vegna to Lead Global Portfolio Solutions Team
A leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years.
03/30/2017
European Wealth expands London team
Wealth manager European Wealth has announced the appointment of Hugo Evans as its new head of finance.
03/30/2017
Avendus Capital hires Akash Hariani to grow multi-family office biz
He was associated with Kotak Mahindra Asset Management heading the bank channel sales.
03/30/2017
HSBC Private Bank names non-executive director
Also joins the board of HSBC Private Banking Holdings SA.
03/30/2017
JPMAM bolsters UK funds business with hires from Invesco Perpetual and BMO GAM
Hayden was most recently head of internal UK retail sales at Invesco Perpetual while McCall was sales director for the North at BMO Global Asset Management.
03/30/2017
Merrill Lynch shakes up wealth management organization, leadership roles
Two division executives, Don Plaus and Ben Prince, were tapped for new leadership roles and the number of divisions for advisers was cut from 10 to six
03/30/2017
Fiduciary Trust Names Chief Operating Officer
He will be responsible for the overall operations that support Fiduciary Trust’s customized offering.
03/29/2017
Jersey appoints Financial Services, Digital and Competition Chief
The financial services policy framework, the cyber security strategy, the digital policy framework and the regulatory and competition framework review action plan are some examples of current work.
03/29/2017
Brown Shipley taps Coutts director for lending push
lending is a core part of our overall wealth management offering and deepens our ability to support clients across the full spectrum of their wealth management needs.
03/29/2017
Greco Loses Another Top Zurich Executive
Her departure raises questions over Greco's leadership because she is the latest in a string of people working closely with him to bolt.
03/29/2017
GAM: Hedge Fund to Demand New CEO
Last month, RBR Capital, a Swiss hedge fund, announced that it planned to propose the election of three new board members, replacing GAM Chairman Johannes de Gier.
03/29/2017
Stefan Armbruster to head Vontobel’s investment certificates and warrants business in Europe
Stefan Armbruster has learned the structured products business from the ground up.
03/29/2017
Quilter Cheviot boosts Business Development team
Prior to that he worked in business development roles at Connaught Asset Management and Verbatim Asset Management.
03/29/2017
Tilney adds to Bournemouth office with new financial planner
He spent 12 years at Lorica Advisory Services where he trained as an adviser and was a financial planner and corporate pensions adviser for the last nine years.
03/29/2017
Indosuez Wealth Management appoints new global head of real estate
He then joined REAG American Appraisal as a real estate advisor.
03/28/2017
UBS names leaders in U.S., European wealth management product units
UBS has looked for structural ways to improve alignment across its business.
03/28/2017
Walker Crips names Clive Bouch non-executive director
He will join the board's remuneration and nominations committees and also chair the company's audit committee.
03/28/2017
Asset Manager Names New Unit Head
He Joins from Mercer Investments where he was Director of Strategic Research for Mercer's Investments business in the Pacific region.