05/26/2015
Deutsche Asset & Wealth Management appoints US head of investment strategy
White joins ARA with more than 20 years of experience in macroeconomic and financial analysis
Executive Moves
05/22/2015
BNY Mellon Wealth Management names new CEO
He will be based in New York where he will continue to direct the long-term growth and expansion strategy that the Wealth Management leadership team has been driving for the past two years.
05/22/2015
Alternatives head set to leave Swiss Private Bank
The alternative investments arm will be merged with investment management into a wider asset management arm, which will be co-run by Eftychia Fischer and Nicolas Faller.
05/22/2015
Wealth manager boosts International Desk with HSBC hire
He joins the firm from HSBC where he was a Relationship Manager in the International Private Bank, with responsibility for High Net Worth, Ultra High Net Worth and Institutional clients in the Latin American and Iberia markets.
05/22/2015
Barclays appoints offshore funds head
. For the last four years he has been heading up the Guernsey Funds team, providing debt solutions for private equity and working with locally based fund administrators.
05/21/2015
Brewin expands London team with Kleinwort Benson hire
Commenting on the hire, Ford said: ‘Sarah adds a high level of experience in wealth management and makes a valuable addition to Brewin Dolphin.’
05/21/2015
Hugh Grootenhuis steps down as Waverton boss
He is first and foremost an investor, but also has a strong understanding of distribution, product development, regulatory issues and attracting, retaining and getting the best out of talented investment managers.
05/20/2015
Merrill Recruits Nearly $3B Broker Team from Morgan Stanley
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
Elian appoints new corporate and international finance associate director in the Cayman Islands
Prior to joining Elian he was an associate director of DMS Offshore Investment Services.
05/20/2015
Wealth Management group appoints Operations Manager
She joins with 15 years experience in the pensions industry and was previously at Ashcourt Rowan where she was Head of Business Quality.
05/20/2015
Swiss Wealth Manager appoints Head of Investments and Portfolio Management
He has a degree in Business Administration from the University of Geneva (2001). He also holds a diploma in financial analysis (Chartered Financial Analyst, 2007).
05/20/2015
J.P. Morgan Asset Management names Alexis Jarnoux sales manager
Jarnoux earlier served as sales manager at investment boutique Axiom Alternative Investments.
05/19/2015
Peter Mockler Re-Elected Worldwide Leader of BearingPoint
We can continue our course from a position of strength
05/18/2015
Rathbones opens Glasgow office for former Brewin team
Rathbones' Glasgow office is now open for business after the firm hired a number of investment managers from rival Brewin Dolphin
05/18/2015
Evercore Wealth Management appoints two Wealth Advisor
"They further strengthen our trust and family wealth capabilities, working directly with clients and with our colleagues at Evercore Trust Company to deliver customized fiduciary and family wealth services."
05/18/2015
Swiss private bank appoints director of alternative investment solutions
He is joining Edmond de Rothschild as director of alternative investment solutions
05/15/2015
Brown Shipley sees triple exit across offices
The departures follow Alan Dickinson’s decision to step down as chairman after three years.
05/15/2015
JP Morgan Private Bank hands new roles to senior fund selection pair
The move sees Theodore ‘Ted’ Dimig and Kristof Gleich assume new responsibilities while still focusing on manager selection.
05/15/2015
Ex-Brewin man joins Hawksmoor to launch Dorchester office
The new branch will be Hawksmoor’s third after Ipswich and Exeter, strengthening its presence in the South West.
05/15/2015
Ex-Sanlam UK distribution boss joins Intrinsic
Former Sanlam UK distribution boss Nigel Speirs is set to join network Intrinsic to help the business boost its growth, New Model Adviser® understands.