10/16/2013
JBWere appoints new Chief Investment Officer
He will also oversee the tactical asset allocation, product and security selection for JBWere's private wealth management, institutional and not-for-profit client portfolios.
Executive Moves
10/16/2013
London & Capital names HSBC's Cindy Lim to key CRM post
Originally from Hong Kong, Lim has been resident in the UK for the past 18 years, and is fluent in both Mandarin and Cantonese, according to London & Capital (L&C), which announced her appointment yesterday.
10/16/2013
Morgan Stanley wealth management boosts Asia team
He most recently served as managing director and head of investment funds, sales and distribution at UBS Private Bank Hong Kong
10/16/2013
BNY Mellon Names Former Aviva Investor Exec as COO
Based in London he will report to PeterPaul Pardi, chief executive of BNY Mellon Asset Management International and global head of distribution for BNY Mellon Investment Management.
10/16/2013
The PrivateBank boosts private wealth services team
The PrivateBank today announced Rose Panico-Marino has joined as Managing Director, Private Wealth, focusing on retirement plan solutions.
10/15/2013
Bahamas FM Encourages Entrepreneurship In Compliance
We in The Bahamas have excelled in developing human capital and professionals in compliance.
10/15/2013
BMO Financial Group Announces New Organizational Structure
To Support Accelerated Growth and Evolving Customer Needs
10/15/2013
UBS Taps Langford to Run Global Natural Resources Group
UBS promoted senior energy dealmaker Tom Langford to run its global natural resources investment banking business,
10/15/2013
Raymond James boosts Private Client Group
He is widely respected throughout the securities industry and most recently served as Vice-Chairman, Executive Vice President and National Sales Manager of National Bank Financial.
10/14/2013
Barclays' former Scottish wealth head to exit
His departure comes on the back of those of Diane Wilde, its Scottish head of charities, and Glasgow-based portfolio manager Eline Lofgren in October.
10/14/2013
JPMorgan Private Bank appoints new EMEA equity strategist
He was previously with Santander Global Banking & Markets
10/14/2013
New global head of operational risk joins HSBC
He is set to take up his new role on January 1, 2014.
10/14/2013
State Street boosts Board of Directors
State Street Corporation today announced the appointment of Jose E. Almeida, chairman, president and chief executive officer of Covidien PLC, to its board of directors.
10/13/2013
Cannaccord Genuity names head of wealth planning
He will continue with these responsibilities in addition to overseeing the growth of CGWM’s wealth planning business in the UK, with all front office wealth planning staff now reporting to him.
10/13/2013
Well-known client adviser joins team at UBS Wealth Management
His appointment comes at a buoyant time for the office, as UBS’s regional operations are experiencing rapid growth
10/13/2013
Former Newton private client CIO joins Sarasin
He has over 25 years of investment industry experience as a Fund Manager and Analyst, including a spell of 18 years at Newton Investment Management.
10/13/2013
Northern Trust Expands Depositary Services
To support European fund managers implementing the Alternative Investment Fund Managers Directive Northern Trust has expanded its depositary services across multiple fund types, asset classes, fund locations and investment strategies.
10/09/2013
Old Mutual Wealth appoints Peter Mann as vice-chairman
Mann will continue to focus on UK but also look at growth across business.
10/09/2013
High-profile business leader Joins Sorbus Partners as Chairman
High-profile business leader Steve Hollis, who recently retired after 30 years with KPMG, has joined Staffordshire-based Sorbus Partners as chairman to its advisory board.
10/09/2013
Skandia strengthens protection offering with dual hire
Skandia’s critical illness plan is right at the top of the quality league