11/24/2015
Global equity income manager exits Sarasin in reshuffle
His departure follows the recent hire of Simon Steele and Neil Mitchell.
Executive Moves
11/24/2015
Old Mutual's chief executive named on Nedbank's non-exec board
The Nedbank Group Board will benefit greatly from Bruce's experience as a chief executive of a public company and from his extensive experience and understanding of the South African and wider African financial services industry.
11/24/2015
Old Mutual Int’l hires former L&G director for growth plans
She joins from Legal & General Investment Management where she was most recently sales and marketing director responsible for the retail investment proposition.
11/24/2015
Old Mutual Int’l hires former L&G director for growth plans
She will also help the business build its footprint in its core international markets
11/24/2015
Octopus recruits for private client push
He joins from Parallel Capital, which he founded in 2011
11/24/2015
UBS Names Fitzpatrick to Lead Combined Fund Unit in Shakeup
The move marks another promotion for Fitzpatrick, who joined UBS O’Connor’s predecessor firm in the 1990s as a clerk on the American Stock Exchange before rising to lead the business in 2013.
11/23/2015
BNP Paribas hires Schroders exec for Asia private wealth unit
They report to Christian Bucaro, Head of Private Wealth Distribution in Asia Pacific, who is based in Singapore.
11/23/2015
Sandaire appoints responsible investment head
She was also chief executive office at a single family office, Sterling Private Management
11/23/2015
Aberdeen Asset Management’s Chou Chong quits after 21 years
Chong has decided to leave the asset management industry
11/20/2015
Jefferies Said to Hire Oppenheimer Team for Wealth Management
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Investec makes leadership changes looking to future
New heads of Specialist Bank and CEO of Investec Bank Limited appointed.
11/20/2015
State Street Strengthens Technology Leadership Team
Promotes Chris Perretta to Newly Expanded Enterprise Data & Technology Role and Appoints Antoine Shagoury to Global Chief Information Officer
11/19/2015
Centric Wealth advisers move to non-aligned licensee
The business offers a privately-owned self-employed structure with very high attention to the detailed needs of higher-net-worth clients and successful families.
11/19/2015
BMO Global Asset Management adds two members to London team
Stroij joins as LDI solution structurer.
11/19/2015
$1.8B Team Jumps to UBS
UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.
11/18/2015
Swiss private bank parts way with U.S. private-banking head
He will leave in the spring
11/18/2015
UBS hires three Credit Suisse teams with $3.2B in assets
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse
11/18/2015
International law firm boosts Global Tax Team
He was previously a leader of the West Coast tax practice at another global law firm.
11/18/2015
BMO GAM hires Italy sales team head
At BMO, he will responsible for distributing the firm’s products and strategies across Italy for both wholesale and institutional clients.
11/18/2015
UK law firm appoints new partner and head of tax
With more than 20 years of experience as a tax partner, he was described in Chambers Global 2014 as a “skilled and experienced tax lawyer” and is ranked as a leading individual.