05/29/2013
Private bank appoints Head of Marketing
Her marketing remit will be to direct all activity worldwide to ensure Coutts’ business strategy is closely aligned with marketing to enable it to be most effective.
05/29/2013
Senior HSBC wealth executive leaves
The spokesman declined to say whether the new head will be from within the organization or a fresh candidate will be brought in.
05/29/2013
Barclays boosts charity sector expertise with senior hire
I am delighted that Finlay has joined our charity investment team
05/29/2013
BNY Mellon Wealth Management is wasting no time in executing on an ambitious plan to ramp up its sales force.
05/29/2013
Chiarello had "decided to pursue new opportunities outside the firm".
05/29/2013
The Investment Management Association has announced the appointment of Annette Spencer as Director of Communications
05/29/2013
Saffery Champness makes changes at the top
These particularly include sports and entertainment, professional partnerships and consultancy businesses, and not-for-profit entities.
05/29/2013
They will combine the value investing activities in the UK and Europe into one Value team.
05/28/2013
TMF Group Boosts management team
He was most recently at Barclays, where he was senior reward manager within its retail and business bank functions team.
05/28/2013
His fund management responsibilities remain unchanged.
05/28/2013
Ex-Cinven partner Joy joins FF&P
He will join the wealth manger in July as a senior adviser, with a particular focus on the private equity business
05/28/2013
Kleinwort Benson appoints Head of Private Wealth Management in South Africa
He has over 20 years financial services experience, having worked across such sectors as legal, financial planning and the local and international banking sectors.
05/28/2013
Barclays manager ends seven-year spell at bank’s Wealth division
The Glasgow-based investment manager has left the bank’s Wealth and Investment division, where he managed portfolios for private client portfolios, trusts and small corporates.
05/28/2013
BlackRock has appointed Daniel Whitestone as a director in its UK small and mid cap equities team
05/28/2013
Baird has announced that it has added Paul Donnelly, CPA, as a Director and Financial Advisor in its Chicago wealth management office.
05/28/2013
BNY Mellon has named Jeff Pamplin as head of client service management in EMEA
05/28/2013
CAP has announced the appointment of Dean Berry as CEO of Global Broking E-Commerce.
05/28/2013
Raymond James Recruits 32-Year Veteran from Morgan Stanley
Active in his community, he specializes in helping individuals and families plan for and live well in retirement.
05/28/2013
Whether it's a fund manager considering a direct play, a platform trying to grow its adviser user base, new entrants assessing the market or a large firm conducting a platform selection process, it's all go at the moment
05/27/2013
Bank Sarasin announces new CEO
As part of the upcoming merger, the Board of Directors has appointed a new CEO and Deputy CEO