06/02/2015
Merrill Snags $300 Million Duo from UBS
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
Executive Moves
06/01/2015
EFG International appoints new Head of Private Banking, Geneva
Starting today, he will report to Adrian Kyriazi, CEO, Continental Europe and Head of Private Banking, Switzerland.
06/01/2015
Towry director of wealth management joins Thomas Miller
He joins from Towry, where he was a Director of wealth management and financial planning.
06/01/2015
Tilney Bestinvest recruits ex-FSA boss
Tilney Bestinvest has strengthened its board with the appointment of former Financial Services Authority chief John Tiner and Betfair CEO Breon Corcoran as non-execs.
06/01/2015
Unigestion further strengthens Cross Asset Solutions team with two senior hires
They all report to Jerome Teiletche, Head of Cross Asset Solutions at Unigestion
06/01/2015
New appointment strengthens Hargreave Hale Worcester team
He joins as an investment manager from EFG Harris Allday
06/01/2015
Canaccord appoints deputy CIO of UK wealth management business
Based in London, he will work closely with CIO Nigel Cuming and will play a key role in managing assets in the firm's onshore discretionary client portfolios
06/01/2015
Wall Street firm names head of private wealth management
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
06/01/2015
Rothschild appoints head of debt advisory and restructuring for ANZ
He succeeds Alistair Dick who is returning to Britain following his four-year tenure.
06/01/2015
HighTower Group to Target Athletes, Celebrities
The move comes about six months after Morgan Stanley opened a unit to focus on this client niche
05/28/2015
Hawksmoor hires Brewin duo for Dorchester launch
Hawksmoor Investment Management has hired Brewin Dolphin’s Stephen Taylor and Chris McNulty as investment managers to grow its new Dorchester office
05/28/2015
Canaccord Genuity exec jumps ship to Bordier (UK)
She will share responsibility for developing Bordier (UK)’s growing network of relationships with investment intermediaries, lawyers and accountants, and for building on the firm’s existing provider partnerships.
05/27/2015
Ashcourt Rowan financial planning boss exits
Ashcourt Rowan financial planning chief executive Gaius Jones has left the firm after one year in the post
05/27/2015
Barclays hires UK wealth distribution head
Barclays Wealth and Investment has handed Eric Pinn a key distribution role.
05/27/2015
Barclays’s Broking Head Said to Stay, Spurning UBS
The head of corporate broking at Barclays Plc, is staying at the British bank after spurning an approach to join UBS Group AG as chairman of its U.K. investment bank
05/27/2015
Private Asset Manager appoints from Franklin Templeton and UBS
The firm has also employed ex-UBS senior client adviser as product specialist.
05/26/2015
Barclays Wealth hires HSBC manager in round of promotions
For the Midlands Samantha Bradford, who has spent her career at HSBC, Duncan lawrie and Charles Stanley, has been hired as a wealth manager.
05/26/2015
Deutsche Asset & Wealth Management appoints US head of investment strategy
White joins ARA with more than 20 years of experience in macroeconomic and financial analysis
05/22/2015
BNY Mellon Wealth Management names new CEO
He will be based in New York where he will continue to direct the long-term growth and expansion strategy that the Wealth Management leadership team has been driving for the past two years.
05/22/2015
Alternatives head set to leave Swiss Private Bank
The alternative investments arm will be merged with investment management into a wider asset management arm, which will be co-run by Eftychia Fischer and Nicolas Faller.