12/10/2015
Intrinsic names CEO as distribution boss exits after three months
Thompson, who reports into Freeman, was previously distribution director at Intrinsic and responsible for leading the team.
Executive Moves
12/09/2015
Former UBS Advisor with $300M in AUM Joins RBC
The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.
12/09/2015
Raymond James Financial Services hires Lancaster Wealth Management team
Raymond James also said Caitlin Abbott will be joining the team as an administrator.
12/09/2015
BMO Global Asset Management taps Oz institutional chief as Asia-Pac head
He joined the bank in 2013 to lead BMO Global Asset Management's expansion into Australia. He has more than 15 years of asset management experience in senior roles.
12/09/2015
Alistair Darling joins board of Morgan Stanley
The announcement of his new job as a director of Morgan Stanley came the day after Pimco
12/09/2015
Specialist wealth management firm appoints Business Development Manager
He joins the firm from investment platform provider Praemium, where he was UK Sales Manager for more than six years.
12/09/2015
Tcam senior investment manager and charity boss depart
‘As part of the shift in the direction of our company, we have strengthened our team and worked with our colleagues to embed a high performance, client-centric culture,’ said Bathgate.
12/09/2015
Aberdeen multi-manager head exits
The combined team is responsible for managing client investments of around £15bn in unfettered mandates.
12/09/2015
Emirates Investment Bank appoints Head of Private Banking
He has led Credit Suisse’s Middle East Team in London and their GCC teams in Dubai, Abu Dhabi and Doha
12/09/2015
Bellevue Group announces new CEO
He studied economics at the University of Zurich and Columbia, New York, USA
12/08/2015
$200M Merrill Team Leaves for Snowden Lane
Leyva said that the team found that "we are completely aligned [with Snowden] both from philosophical and practical viewpoints
12/08/2015
2 top former central bankers join PIMCO
Former Prime Minister part of a new five-member board that will advise Pimco on investments
12/07/2015
Octopus Investments hires for wealth manager push
Octopus is committed to partnering with private banks and wealth management firms to provide attractive investment solutions to help their clients realise their financial goals.
12/07/2015
Gorriz revs up for new era at Standard Chartered
By any measure, 2015 has been a momentous year for Michael Gorriz. Ending a 29-year career at Daimler, most recently as its chief information officer, Gorriz relocated from Stuttgart to Singapore to take up the mantle of chief information officer at Stand
12/07/2015
Rathbones appoints new Head of Financial Planning
He is a Chartered Financial Planner with more than 25 years’ experience of working with clients and their professional advisers at a senior level.
12/07/2015
Manulife AM names Global product team head
Furthering its business expansion into Europe, Manulife Asset Management has taken several additional major steps recently, including the appointment last summer of Claude Chene as its London-based Global Head of Distribution.
12/07/2015
JPMorgan hires four for Brazil private banking unit, sources say
The four bankers will report to Juliana Pagetti, a managing director for JPMorgan's private banking unit based in São Paulo,
12/07/2015
First Republic Bank: Credit Suisse Portfolio Manager Joins First Republic
First Republic is continuing to build its wealth management business through organic growth, strategic acquisitions and the hiring of new teams.
12/04/2015
Former cover star launches wealth boutique
Armstrong Wealth will focus on providing a bespoke service.
12/04/2015
Barclays boss surprised at being fired
'It is a source of regret to me that I wasn't able to complete the work'.