04/22/2015
Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals, today announced the appointment of David Akellian as managing director of Wealth Management. Akellian will be based in New York and will report
04/21/2015
Investec AM expands multi-asset team with fixed income hires
Investec Asset Management has hired Jeff Boswell and Garland Hansmann to join its global multi-asset team.
04/21/2015
Swiss Exchange has developed into the most profitable business area of SIX.
04/21/2015
Old Mutual Wealth managing director Scott Goodsir says: “Market conditions are fantastic for financial advisers and we are expanding our team to help them capitalise on the growth opportunities.
04/20/2015
He is a qualified as a solicitor in 1985 before moving into banking with Morgan Grenfell and CitiBank.
04/20/2015
UBS appoints co-head of global leverage finance
Since 2010 he was a partner at EQT where he was co-head for their credit business.
04/17/2015
The CEO of Old Mutual Global Investors is aiming to recruit star managers along with other staff in Asia as part of a regional expansion. But Julian Ide wants employees who fit in with the asset manager's culture.
04/17/2015
CEO of Cantor's wealth unit to depart
He helped build Cantor Fitzgerald Wealth Partners
04/17/2015
Swiss private bank appoints new market head in Singapore
He's the new market head Indian Subcontinent and Non-Resident Indian in Singapore
04/17/2015
Coutts has not yet named a replacement.
04/16/2015
JPMorgan Asset Management names country head for Switzerland
He was partner and co-head of sales at Bellevue Asset Management.
04/15/2015
Old Mutual announces CEO succession plan
The company has appointed Bruce Hemphill as its new group CE, replacing Julian Roberts.
04/15/2015
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear
04/14/2015
GHC appoints former Lloyds Private Bank chief investment officer
GHC’s asset allocation committee meets quarterly to provide top down macro forecasting on a 12 month view, as well as monthly tactical asset allocation guidance as well as risk and performance oversight.
04/14/2015
Multrees enhances board with former Fidelity UK CEO
He has extensive experience managing investment and retail savings businesses as well as broad knowledge of financial services operations and technology.
04/14/2015
HSBC is accelerating plans to appoint its first externally recruited chairman after instructing headhunters to begin searching for a successor to Douglas Flint.
04/13/2015
Lombard Odier names Head of Private Clients, North Asia
He joins Lombard Odier from Citi Private Bank
04/13/2015
He will focus on assisting asset owners with monitoring, measuring and managing risk holistically across mandates, geographies and asset classes.
04/13/2015
Smith & Williamson has been developing its managed portfolio service and discretionary fund management businesses in recent years, utilising the resources of its established private bank and wealth management arms.
04/13/2015
He will be based in Milwaukee, Wisconsin