09/19/2016
Jersey practitioners elected to STEP Council
She is also a Client Services Director at First Names Group.
Executive Moves
09/16/2016
Goldman Sachs AM Closed-End Funds appoint Caroline Dorsa to the Board of Trustees
Prior to becoming Chief Financial Officer, she was a member of PSEG’s Board of Directors and a member of its Audit, Corporate Governance and Finance committees for six years.
09/16/2016
Close Brothers strengthens intermediary business development team
His experience and relationships with intermediaries will help us to build on our strong foundations and ensure we continue to provide the highest quality of service to advisers and their clients.
09/16/2016
Merrill Lynch Hires Three Advisors from UBS
Harry has over 30 years of financial services experience.
09/16/2016
Leading fiduciary and administration services provider announces senior appointment
He will be responsible for leading the company’s growth strategy, including mergers and acquisitions.
09/16/2016
Berenberg presses on with London expansion
Germany’s oldest bank has backed up its claim that the UK's Brexit vote will not hit London's status as Europe's financial hub
09/16/2016
Standard Chartered Names New Global Head of Commodities
He was most recently Global Head of Commodities at Barclays Non-Core Division with responsibility for the metals and energy businesses.
09/16/2016
RBC parts way with veteran banker
Has parted ways with RBC after six years with the bank
09/16/2016
Former ANZ CEO Mike Smith takes PwC 'ambassadorial role' to expand Asia Practice
Mr Smith stepped down as chief executive of ANZ at the end of 2015
09/16/2016
Old Mutual Wealth Private Client Advisers hires director
The regional hubs give the business an expanding national presence, providing the infrastructure to support future growth across the UK, according to the firm.
09/15/2016
Swiss private bank appoints seasoned UBS banker
Has been appointed to head the UHNWI-teams in Europe at the International Wealth Management IWM division
09/15/2016
St James’s Place-owned firm expands with further regional hires
Their extensive experience working with private clients and managing investment portfolios will be key to our development in Leeds and Ipswich.
09/15/2016
Kleinwort Benson adds four to merchant banking team
The private merchant banking team focuses on M&A transactions, capital raising and principal investments in the mid-market
09/14/2016
BNY Mellon Appoints Chairman of Asia Pacific
He succeeds Stephen Lackey
09/14/2016
RIA dealmaker leaves Boston Private Wealth for Gladstone
He was named chief executive and president of the newly created Boston Private Wealth.
09/14/2016
MilleniumAssociates further strengthens its senior team
More recently Mr Zoccolillo established his own independent consultancy practice advising entrepreneurs, wealthy families, individuals as well as corporates and institutions.
09/14/2016
Decalia Hires Fund Manager From Rival Firm
Decalia has had substantial growth in the past two years, is currently managing some 2 billion francs and employs 25 people.
09/14/2016
Tiffany hires new CFO to mitigate financial troubles
The jeweler has selected Mark Erceg as its new executive vice president and CFO.
09/14/2016
Canaccord appoints former Barclays Private director to board
In 2001 he was appointed managing director of privately owned Minerva Trust & Corporate Services, and since retiring in 2012 has held a variety of associate and directorship roles alongside running a single family office.
09/14/2016
Hong Kong’s fine wine merchant takes on New Head of Private Clients
His career spans two and three-Michelin starred restaurants in Paris and he also worked as a restaurant consultant in Atlanta.