08/12/2015
Merrill Lynch Lands 3 Brokers
The group joined Merrill Lynch on July 31, and is based in the Seattle suburb of Bellevue, Washington.
Executive Moves
08/12/2015
Citigroup Hires Two From Deutsche Bank for EMEA Prime Finance Unit
The prime finance business typically caters to hedge funds, which are loosely regulated investment pools usually open only to wealthy individuals and money managers.
08/12/2015
UBS Reels in $2B Mega Team
The group consists of advisors Glenn and Wyatt Arthurs, who are father-and-son, Chris Malof and Jay Blair.
08/12/2015
Old Mutual creates investment division, reshuffles management
The asset manager has also made changes to the Old Mutual Wealth and Quilter Cheviot teams, bringing them together.
08/12/2015
Harcourt appoints new portfolio manager
Jack Loudoun brings twelve years of fixed income and currency management experience to Harcourt.
08/11/2015
RBC Wealth hires Starr Group from Stifel Financial
The duo will join RBC Wealth's office in mid-town New York.
08/11/2015
Butterfield’s Board And Management Changes
“On behalf of the Board, I would like to extend sincerest congratulations to all three members of management on this important evolution in their respective careers.”
08/11/2015
OMGI creates Edinburgh base for Oxley's team
Julian Ide, chief executive of OMGI, said: "We are delighted that we now have an office in Edinburgh. This is an important step for our business, one that demonstrates our commitment to our Scottish client base.
08/10/2015
Hargreaves Lansdown names CFO
He is expected to take up his new post in March.
08/10/2015
Cim Global Business strengthens its Marketing and Business Development team
Their appointment is in line with our continued focus to raise our international profile and reach, and diversify our geographical target markets.
08/10/2015
Mirabaud hires Sanlam Four’s Southern
This is the latest in a raft of UK hires by the Swiss asset manager
08/10/2015
Deutsche Asset & Wealth Management Hires Nick Angilletta to Lead Wealth Management Capital Markets Business
The team aims to provide capital market solutions that help achieve client objectives
08/07/2015
AXA IM hire to expand private bank reach
The firm has appointed Kelly Ng as a director as it looks to expand its coverage of private banking and wealth managers in Asia.
08/07/2015
Coutts MD among three exec departures
Coutts recently restructured its management team following the sale of its international business to Union Bancaire Privée.
08/06/2015
EFG International makes senior appointments in Chile
As previously announced, EFG International intends to establish an onshore business in Chile.
08/06/2015
Swiss group poaches DeAWM absolute return specialist
Loudoun has 12 years of bond and currency management experience.
08/05/2015
Fairstone Adds IFAa to London Office
Ellis joins as an IFA with responsibility for retirement planning, investments, mortgages and protection.
08/05/2015
HSBC appoints new CEO for UK & Europe businesses
He will also join the group management board
08/05/2015
BofA Merrill Lynch Hires Three Advisors From Morgan Stanley
Bank of America Corp's Merrill Lynch said on Tuesday it has hired three financial advisers from Morgan Stanley.
08/05/2015
Raymond James Snags $700M FiNet Team
A team that managed more than $700 million in client assets has signed on with Raymond James' independent channel, the firm said.