09/18/2014
Prydis Wealth bulks up team with adviser hire
Exeter-based Prydis Wealth has appointed a chartered financial planner to boost its pensions and inheritance tax planning offering.
09/18/2014
In June, the firm's group chief executive Peter Hall announced that Tilney Bestinvest would look to extend its advice arm.
09/18/2014
Under pressure from the bank, PwC removed a warning in a report to regulators surrounding the bank’s scheme to falsify wire transfer information for Iran, Sudan, and other sanctioned entities.
09/17/2014
Vestra Wealth investment manager quits for Brooks Macdonald
Prior to UBS he was with HSBC Investment Management as an investment associate.
09/17/2014
She has extensive experience having worked for a Luxembourg corporate law firm as well as for leading global accountancy / professional services firms in Belgium and Luxembourg and at her own boutique legal practice, focusing on tax and general business l
09/17/2014
Arbuthnot Latham’s North West office has recently opened in King Street, Manchester and serves clients in and around the North West conurbations.
09/17/2014
RBC Wealth Management appoints three Greater China heads
The Greater China teams focus on Hong Kong, China and Taiwan.
09/17/2014
Vontobel boosts emerging-markets fixed-income team
She joins after nine years at Aviva Investors where she served as head of local currency debt, managing over $2 billion.
09/17/2014
BMO Private Bank taps new U.S. chief
BMO Financial Group is turning to an up-and-comer to jump-start its U.S. private bank, which serves wealthy families.
09/16/2014
Wealth manager U.S. Bank, a unit of U.S. Bancorp, said it appointed four people for its private client reserve in Chicago.
09/16/2014
Swiss banking group appoints Head of European Equities.
He will be heading up the London-based team of fund managers and analysts
09/16/2014
He was previously managing director and head of emerging markets strategy at Citi in Londo
09/16/2014
Thiebaud will be based in Zurich and report to Nick Bossart, senior country officer for Switzerland.
09/15/2014
Top 100 fund selector leaves Vestra Wealth
Blackbourn’s responsibilities have been taken up by the broader team at Vestra.
09/15/2014
Top 100 star joins Schroders from Morgan Stanley
Schroders has hired former fund selection head Henriette Bergh from Morgan Stanley.
09/15/2014
CIBC's executive leadership structure will include an Executive Committee which is comprised of the following executives and replaces the Senior Executive Team structure:
09/14/2014
ALFI welcomes new legal and tax director
The Association of the Luxembourg Fund Industry (ALFI) has appointed Marc-André Bechet as director of its legal and tax division, effective 15 September.
09/12/2014
He had served as a founding member of the company’s corporate bond team and has over 20 years of investment experience.
09/12/2014
Rockefeller boosts HNW team
Prior to joining Rockefeller he was a Senior Managing Director with Windhaven Investment Management
09/12/2014
He will also join the executive committee of HSBC in Luxembourg, led by the bank’s Luxembourg CEO Nigel Fielding.