12/04/2013
NAB Names New JBWere Chief Exec
NAB Wealth executive general manager John Flavell said JBWere had performed well in recent years, expanding its domestic and global service offering as well as growing funds under advice in the areas of fixed income and global equities.
12/04/2013
Pioneer Investments appoints senior sales manager in Switzerland
Based in Zurich and reporting to Rainer Lenzin, Head of Switzerland, Matthias will develop and expand the position of Pioneer Investments’ Wholesale business in Switzerland, with a specific focus on banks, external asset managers and family offices.
12/04/2013
These moves builds on BNY Mellon’s receipt of a capital markets services licence in Singapore and gives it the ability to offer a unique SMA platform in Asia’s two largest private banking and wealth management hubs.
12/04/2013
UBS today announced a number of changes to its senior leadership team and Corporate Center structure.
12/04/2013
Fourth investment management partner to join Smith & Williamson
He d others in the ultra-high net worth sector.
12/04/2013
In line with RBC’s succession planning process, the Board of Directors today announced that Dave McKay, Group Head, Personal & Commercial Banking will be appointed as President at the Annual Meeting on February 26, 2014, and President and Chief
12/03/2013
He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.
12/03/2013
European Wealth appoints executive chairman
Prior to European Wealth, Morton was chief executive of Syndicate Asset Management and chief executive of Ashcourt.
12/03/2013
UBS hires Turkey country head
Prior to joining UBS, Cagan was head of wealth management for Turkey at Morgan Stanley. She previously worked as country head for Turkey at Citibank private bank.
12/02/2013
Investment journalist Nigel Milton is joining boutique asset manager Slater Investments as an equity analyst.
12/01/2013
Rathbones chief executive Andy Pomfret to retire
Commenting on the news Rathbones chairman Mark Nicholls said: 'Rathbones has flourished under Andy's strong leadership and we all wish him well in his future career.
12/01/2013
Schroders' former head of UK interest rate strategies, has joined Santander Asset Management as a senior sovereign bond fund manager.
12/01/2013
He will play a key role in expanding the multi-family office's client base and enhancing its client offering, both in the UK and internationally.
12/01/2013
Saunderson House managing director Tony Overy says: “Beverly will be a great addition to the Saunderson House team.
12/01/2013
He will be responsible for large corporate customers.
12/01/2013
Schroders have announed the establishment of an in-house convertible bond team in Zurich with assets under management of USD2.1billion.
11/29/2013
C Suisse head steps down, banker leaves to start new firm
He plans to return after a leave of absence
11/28/2013
FCA head of asset management supervision Ed Harley has left the regulator to take up a role at Goldman Sachs Asset Management.
11/28/2013
Credit Suisse Names Investment Banker to Lead Swiss Ultra-Rich Clients
Credit Suisse is promoting veteran Swiss investment banker Thomas Gottstein to head up its ultra-rich clients business in Switzerland
11/28/2013
He brings 15 years of financial services industry experience to the role, having previously worked with Greig Middleton, Gerrard and Adam & Co.