10/05/2015
Ascent Private Capital Management Taps Moeller as Portfolio Manager
Moeller joins Ascent’s Investments team led by Joe Hinderer in Minneapolis.
Executive Moves
10/05/2015
City financial planner’s founder leaves firm
The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.
10/05/2015
International private client and funds group shows commitment to Asian market with senior move
Having a strong team in place will allow us to quickly progress our strategic objectives
10/05/2015
Lombard Odier IM hires global macro trio for fund launch
Launched new $150m fund
10/05/2015
RBC WM’s portfolio strategy head departs
It is understood that he will not be directly replaced
10/02/2015
Swiss private bank expands Asia private banking team
The Swiss firm's product team for private banking and wealth management in Asia has grown to eight staff with the arrival of its first ETF gatekeeper and a North Asia specialist.
10/01/2015
ANZ Bank's Mike Smith to Step Down as CEO After Eight Years
The 51-year-old takes the helm in a post-crisis era defined by tighter restrictions on banks.
10/01/2015
BMO Global Asset Management hires Swiss sales director
Senior sales director for German speaking regions of Switzerland
10/01/2015
Merrill Shuffles Brokerage Managers in Wake of Broader Cost Cuts at BofA
Brokerage also cuts number of regional ‘divisions’ to 10 from 11
10/01/2015
$370M Team Leaves Merrill For Stifel
The team, operating as NSCHH Wealth Management Group, is supported by Cathy Carr, a registered client service associate.
09/30/2015
Societe Generale Private Banking Adds Trio To Swiss Executive Team
These appointments are designed to strengthen the growth and accelerate the development of Societe Generale Private Banking in Switzerland.
09/30/2015
Finisterre Nabs AXA IM's Emerging Markets Man For Total Return Strategies
‘Emerging markets need to develop a new business model away from a reliance on Chinese demand, industrial relocation from developed markets and an overreliance on commodities. They are launching a new wave of reforms mostly targeting competiveness
09/30/2015
Julius Baer announces new management structure for EMMEA
With this step, Julius Baer embraces the strong growth of the markets in this area.
09/30/2015
Julius Baer appoints Head Fixed Income Mandates & Funds
He looks back on more than 20 years of experience in the financial sector and is well connected in the industry. The last eight years he was Senior Portfolio Manager and Head of Credit at Swisscanto Asset Management.
09/30/2015
Coutts' former product and services head exits
Key appointments included managing directors Dylan Williams, Graham Storrie and Harry Keogh remain on this team as heads of key regions across the UK.
09/30/2015
Ralph Lauren Resigns As CEO; Head Of Old Navy Takes His Seat At The Luxury Clothing Brand
In his new role, Lauren will oversee Larsson, who will also join the company's board.
09/29/2015
Barclays Africa names CEO of wealth, investment management and insurance
Appointment with effect from 1 October 2015
09/28/2015
Rolls-Royce N.A. president to step down for 'entrepreneurial role'
Shepherd will be succeeded by Pedro Mota, Porsche Cars North America’s vice president for the western U.S.
09/28/2015
Falcon Private Bank makes senior UK and international hires
This makes them the ideal choice for their respective and demanding roles where they will be contributing substantially to the growth in our key markets and to increasing our market share.”
09/28/2015
Arbuthnot bolsters Manchester arm with double hire
The duo will report into newly appointed Richard Moore, head of the north west office, who joined Arbuthnot in July as head of its regional office from Brown Shipley.