12/16/2016
Raymond James Adds 2 Teams
Meanwhile, LPL Financial attracts affiliated advisors from rival IBDs, as RBC hires advisor with long career at Merrill Lynch
12/16/2016
Raymond James Adds 2 Teams
Meanwhile, LPL Financial attracts affiliated advisors from rival IBDs, as RBC hires advisor with long career at Merrill Lynch
12/15/2016
Cherry Bekaert Wealth Management Expands Practice into South Florida
She joins the Firm after serving in similar capacities for Fortune 500 companies.
12/15/2016
UBS’ Melvin Kwek joins Credit Suisse as APAC digital marketing lead
He has also held key roles in UBS driving the marketing strategy and development in wealth management for the Asia Pacific region.
12/15/2016
Nordea Asset Management names new boss
He has the competencies and experience within the asset management business, and he has strong leadership and personal skills.
12/15/2016
Sandaire nabs new CIO from Lombard Odier
There have been important dislocations on the monetary and economic front and going forward, we expect it to remain this way.
12/15/2016
JM Finn hires two former WH Ireland wealth managers
JM Finn’s head of investment management and a former Wealth Manager cover star.
12/15/2016
Barclays W&IM CEO to step down
'Already an established leader in the business, Dena Brumpton, currently CEO of Wealth Management UK, will replace him from January.'
12/15/2016
Credit Suisse Hires New Stock-Trading Head from UBS
He currently sits at the intersection of UBS’s massive wealth-management franchise and its securities division, helping to bring the type of institutional-level trading to wealth clients.
12/14/2016
Reshuffle at GAM's Management Board
Scott Sullivan, has decided to step down from his current role and from the Group Management Board
12/14/2016
Standard Life Investments appoints new Head of Investments
New Head of Investments for Standard Life Investments
12/14/2016
Edmond de Rothschild AM names new chief
Taupin will take on the role in addition to his existing job as chairman of the board for the firm's French arm.
12/14/2016
Northern Trust Asset Management Expands Dedicated UK Team
She has also worked at Legal & General Investment Management and has more than 15 years of asset management experience.
12/14/2016
Goldman Sachs also names R. Martin Chavez as chief financial officer
12/14/2016
The group has added John Campbell as global head of strategic clients reporting to Fleming, the global head of distribution at the firm.
12/13/2016
Rowan Dartington nabs Barclays private client head in expansion drive
A Barclays spokeswoman did not wish to comment on Parkinson’s departure or his replacement.
12/13/2016
Adam & Co private banking director exits for UBS Wealth
He started his career at RBS Private Banking as a specialist private banking manager back in 2002.
12/13/2016
It has been my great privilege to be chairman of Perpetual, an outstanding Australian company with strong values reflecting its deep fiduciary heritage.
12/13/2016
He will split his time between the bank's Leeds and Manchester offices.
12/13/2016
In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.
12/12/2016
RAVENSCROFT has promoted Mark Bousfield to the role of group managing director. The move is part of a natural progression that has seen Mr Bousfield’s role within the business expanding for some time. In addition to his new role as group managing d