01/19/2015
Tilney Bestinvest appoints head of planning in south west
Tilney Bestinvest has appointed Richard Stones as a director in its financial planning division, responsible for a the south west and Wales
Executive Moves
01/19/2015
Credit Suisse Appoints Eraj Shirvani Emerging Markets Head
Credit Suisse Group AG, Switzerland’s second-biggest bank, appointed Eraj Shirvani global head of emerging markets at its investment bank, replacing Chris Corson who will take on a new role within fixed income.
01/16/2015
Cheviot co-founder exits
The combined business, with £14.2 billion in assets under management, then rebranded before being acquired a year later by Old Mutual Wealth for £585 million.
01/16/2015
Cheviot co-founder Scott-Gatty exits
Wealth Manager revealed in August 2014 that Bridgepoint, Quilter Cheviot’s private equity owner, had been planning to sell the business by the end of the year, either privately or through a public listing.
01/16/2015
Former head of Lloyds Private Client business joins McLagan
He has over 20 years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector.
01/15/2015
HSBC appoints new wealth management head
HSBC has appointed a new group head of wealth management
01/15/2015
Man Group snares ex-UBS veteran
He held a number of senior roles at UBS AG over a career spanning more than 25 years with the banking group including serving as Group Chief Financial Officer between 2008 and 2011.
01/15/2015
EFG International selects new Chairman of UK business
EFG International has selected John Reed to be Chairman of its UK business.
01/15/2015
High-end private client advisory business appoints new CEO
New CEO for private client advisory service launched in 2014 by Mishcon de Reya and Opus Private
01/14/2015
HSBC's Islas joins Bordier to lead international desk
This is the second major hire to be announced by the firm over the course of the last week, and follows David Muncaster’s appointment as Director of Commercial Activities.
01/14/2015
Swiss private banking group's wife to be CEO
Keep it in the family
01/14/2015
Rothschild AM further strengthens alternative investment business
Rothschild Asset Management Inc., the US asset management business of the Rothschild Group, today announced that it is further strengthening its alternative investment business with the appointment of Shakil Riaz as Head of US Alternative Portfolio Manage
01/14/2015
John Donohue joins RBC Global as managing director
He has earlier led the cash management operations of Eaton Vance, Dwight Asset Management and Lehman Brothers Asset Management-Neuberger Berman
01/13/2015
Morgan Stanley PWM to add alternatives funds
The US private bank aims to broaden the range of alternative funds on its platform, but is cautious about increasingly popular ‘liquid alternatives' and unconstrained strategies.
01/13/2015
Defaqto has recruited former IFA Centre managing director
During this time there have been many changes in our industry, and Defaqto’s technology, quality of data and range of services have consistently led the way for advisers.
01/13/2015
Nick Goodway: As Hanson steps down, Lord St John steps in
One of the best-known names in independent corporate broking and finance, Robert Hanson, is stepping down as chairman of the firm partly created out of his original Hanson Capital six years ago Strand Hanson.
01/13/2015
Arbuthnot boosts team with Ashcourt Rowan hire
Arbuthnot Latham has bolstered its financial planning team with the hire of John Hutton-Attenborough from Ashcourt Rowan Financial Planning.
01/12/2015
Investec Private Bank boosts team
With over 25 years experience of marketing to intermediaries, Izard has held senior positions at HBOS, GMAC-RFC, start-up lender Portillion and Saffron Building Society.
01/12/2015
Ex-WMA boss joins Investec Wealth
He was a senior executive at Investect between 1987 and 2002 when it was called Sheppards
01/12/2015
Winterflood Management Changes
Julian has been part of the Winterflood team since its inception in 1988, and chief executive since 2008.