10/25/2017
Rathbones expands research team with double hire
Rathbones has appointed Richard Briggs and Stuart Chilvers as analysts in its equity and fixed income teams, respectively.
Executive Moves
10/25/2017
Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
Raymond James affilate celebrates the addition of Tim Davis to flagship Boston office from Morgan Stanley
10/24/2017
HSBC Private Bank Boosts Fixed Income Unit
A spokesperson at HSBC Private Bank confirmed the move to finews.asia.
10/24/2017
RBC Investor & Treasury Services continues to bolster product management team
Geert’s significant experience in business process re-design, innovation and digitization will be key as we continue to deliver differentiated services to our clients.
10/23/2017
RBC Wealth Management Ramps Up Indie and Captive Benefits for Big Expansion Goal
A spokeswoman for RBC WM says the firm won’t “disclose the number of recruits” it has gleaned in its parent company’s present fiscal year, which ends this month. But she confirms it’s already “the best recruiting year f
10/23/2017
Wells Fargo Asset Management Expands Multi-Asset Solutions Team
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.
10/23/2017
AXIS Names Steve Arora as Reinsurance CEO
Mr. Arora graduated from Muhlenberg College with a Bachelor’s Degree in Economics.
10/20/2017
Lugano-based PKB hires independent WM as Romandie head
PKB was first established in Zurich in 1958 as Privat Kredit Bank and officially transferred its headquarters to Lugano in 2000.
10/20/2017
Adam & Co executive director exits
Wealth Manager understands that as of yet there is no direct replacement for Wilson and that her role is likely to be split between the Adam & Co investment team.
10/20/2017
Brewin Dolphin appoints director in Reigate
New Reigate Management Team Director for Brewin Dolphin Announced
10/19/2017
Butterfield Announces Senior Management Restructure
Butterfield has announced the following changes within its senior management team structure.
10/19/2017
Raymond James scoops up $540M SunTrust Team
They're the latest new hires at Raymond James, which has been on a long-running recruiting push.
10/19/2017
Merrill Lynch names head of Strategic Growth Markets
Jen joined Merrill Lynch as a member of the listed options and futures strategy desk.
10/19/2017
Former boutique AM head launches Swiss equity fund at new firm
The newly launched fund is officially called the Systematic Equity Premia Switzerland and evaluates the universe of stocks based on valuation, quality, momentum and growth factors.
10/19/2017
Brevan Howard PM re-emerges at expanding London hedge fund
Cooper is the latest senior former investment bank trader to join the hedge fund this year.
10/18/2017
Canaccord Genuity offshore wealth heads join board
Prior to joining Canaccord Genuity Wealth
10/18/2017
BBH Expands Private Banking Leadership
Private Banking is a substantial and important business for BBH, tracing its roots to the founding of our firm.
10/18/2017
Brewin Dolphin Names New Bristol Office Head
Brewin Dolphin's New Bristol Office Head
10/18/2017
Northern Trust names current president as new CEO
Waddell, who has served as Chief Executive Officer since January 2008, will remain as Chairman of the Board
10/18/2017
Intrinsic compliance lead departs after just eight months
The firm says no decision has been taken on plans for the future of the role.