02/10/2016
JP Morgan Asset Management appoints UK institutional head
European chief executive Mike O'Brien is looking to build a competitive solutions business for pension funds and insurers.
Executive Moves
02/10/2016
BNY Mellon names Andrew Seested senior wealth director
He will report to Washington Regional President Susan Traver and Garett Alton, mid-Atlantic regional sales director.
02/10/2016
Exclusive: Apex Capital CIO departs to launch hedge fund - letter
That new firm is SoMa Equity Partners, and will led by current Apex chief investment officer Gil Simon.
02/10/2016
Canaccord Genuity Wealth Management names head of UK compliance
Canaccord Genuity Wealth Management last month hired Creechurch Capital's Arthur Molloy to spearhead its growth push in the isle of Man.
02/10/2016
UBP names Frederic Carbonnier CEO of investment adviser unit
Carbonnier has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/10/2016
UBP appoints to lead US client focus
He has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/09/2016
UBS Wealth promotes three in investment products team
The company said Ben Geldenhuis will head mortgage solutions
02/09/2016
State Street appoints Swiss ETF head
He will report to Alexis Marinof, EMEA head of SPDR ETFs and Stan Hlad, head of SSGA Switzerland.
02/09/2016
Top Lawyer Swaps Credit Suisse For Rival UBS
The top lawyer at Credit Suisse's wealth management division is leaving to join the private banking business at Swiss rival UBS.
02/09/2016
Brown Shipley's Doran Given Group Role In Management Shake-up
Brown Shipley chief investment officer Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy ahead of a Brown Shipley senior management shake-up.
02/08/2016
RBC Wealth Management appoints ex-Coutts senior banker
Based in Hong Kong, Tang joined in January and reports to Ignatius Chong, who was recently appointed to the role of market head, Greater China.
02/08/2016
Close Brothers Asset Management makes key hires
Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex
02/08/2016
Bridgewater Heir Apparent in Talks to Give Up Co-CEO Role
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/05/2016
UBS names August Hatecke head of wealth management South East Asia
He will report to Edmund Koh, head of wealth management Asia Pacific
02/05/2016
Psigma global equity head Tim Gregory steps down
There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.
02/04/2016
Sei NAmes New Head Of Institutional Group
Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role
02/04/2016
James Brearley & Sons hires for southern push
He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.
02/04/2016
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/04/2016
US's Pershing Names New CEO
Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's COO.
02/03/2016
GFT Group expands Legal, Regulatory and Compliance Practice
He has also been a Client Relationship Manager at Deutsche Bank, Asset Wealth Management; and an Institutional Broker.