10/15/2013
Raymond James boosts Private Client Group
He is widely respected throughout the securities industry and most recently served as Vice-Chairman, Executive Vice President and National Sales Manager of National Bank Financial.
10/14/2013
His departure comes on the back of those of Diane Wilde, its Scottish head of charities, and Glasgow-based portfolio manager Eline Lofgren in October.
10/14/2013
He was previously with Santander Global Banking & Markets
10/14/2013
New global head of operational risk joins HSBC
He is set to take up his new role on January 1, 2014.
10/14/2013
State Street Corporation today announced the appointment of Jose E. Almeida, chairman, president and chief executive officer of Covidien PLC, to its board of directors.
10/13/2013
He will continue with these responsibilities in addition to overseeing the growth of CGWM’s wealth planning business in the UK, with all front office wealth planning staff now reporting to him.
10/13/2013
His appointment comes at a buoyant time for the office, as UBS’s regional operations are experiencing rapid growth
10/13/2013
Former Newton private client CIO joins Sarasin
He has over 25 years of investment industry experience as a Fund Manager and Analyst, including a spell of 18 years at Newton Investment Management.
10/13/2013
Northern Trust Expands Depositary Services
To support European fund managers implementing the Alternative Investment Fund Managers Directive Northern Trust has expanded its depositary services across multiple fund types, asset classes, fund locations and investment strategies.
10/09/2013
Mann will continue to focus on UK but also look at growth across business.
10/09/2013
High-profile business leader Joins Sorbus Partners as Chairman
High-profile business leader Steve Hollis, who recently retired after 30 years with KPMG, has joined Staffordshire-based Sorbus Partners as chairman to its advisory board.
10/09/2013
Skandia’s critical illness plan is right at the top of the quality league
10/09/2013
The change management group is part of the chief operating office within Northern Trust.
10/09/2013
The hires were intended to strengthen its position in the protection market.
10/08/2013
Wrap platform provider Platform One has appointed a business development manager, the company’s second senior hire in the past few weeks.
10/08/2013
Former Cofunds marketing director to join 7IM as platform head
She will now lead 7IM’s expansion as it looks to grow its current £5.5bn in assets.
10/08/2013
RBC announces senior appointments
RBC Wealth Management, Asia boosts teams
10/08/2013
Former Brewin Dolphin director takes helm of Ashcourt Rowan
.The move follows the departure of Ashcourt Rowan Asset Management's managing director Esfandi also follows a series of appointments.
10/08/2013
The group said the funds would extend its range of alternatives funds.
10/08/2013
We value the unparalleled reputation of Opes, and their approach to evaluating the client's complete financial picture when considering home loan options," said Mike Gallagher, Managing Director of the Morgan Hill branch.