02/08/2016
Close Brothers Asset Management makes key hires
Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex
02/08/2016
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/05/2016
He will report to Edmund Koh, head of wealth management Asia Pacific
02/05/2016
There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.
02/04/2016
Sei NAmes New Head Of Institutional Group
Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role
02/04/2016
He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.
02/04/2016
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/04/2016
Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's COO.
02/03/2016
He has also been a Client Relationship Manager at Deutsche Bank, Asset Wealth Management; and an Institutional Broker.
02/02/2016
JP Morgan Private Bank has appointed Diana Robinson as head of equities for Europe, Middle East and Africa
02/02/2016
He will be based in Hong Kong.
02/02/2016
Research analysts were shifted to specialist strategist roles within RBC’s fixed-income and currencies operations.
02/02/2016
Prior to that, he worked in a similar role at pension firm Pointon York for three years.
02/02/2016
The Swiss lender has appointed a former Standard Chartered (StanChart) senior staffer as its head of financing, Asia Pacific, based in Hong Kong. The new joiner will lead “existing capabilities” to form one Asia Pacificc Financing team. In an
02/01/2016
Stefan joins Schroders from Man Investments CH AG where he was responsible for managing the Man Convertibles Europe Fund.
02/01/2016
UBS bolsters wealth arm with ex-Brevan Howard partners
This is the first time at UBS Wealth Management that we have actively looked to focus on the more shorter-term horizon with respect with directional and relative value trades
02/01/2016
Graham Frost left Bestinvest in 2012
02/01/2016
Her appointment reflects well on Aberdeen and on the wealth of talent we have working at the Company.
02/01/2016
The new role of Charities Specialist creates a dedicated resource for the Charities Team at Standard Life Wealth and recognises the distinct needs of charities, addressing both investment solutions and charity governance.
02/01/2016
She replaces Leondro Vetri who held the role for 10 years and has now left the private bank.