03/07/2016
Rothschild boosts UK Wealth Management business
She joins Rothschild from HSBC Private Bank
Executive Moves
03/06/2016
British Chambers of Commerce chief suspended in Brexit row
The head of the British Chambers of Commerce, John Longworth, has been suspended from the body after he implied his support for the UK’s exit from the EU.
03/04/2016
ETF firm Source names ex-OMGI boss Ide as CEO
Thompson took over from founder and CEO Ted Hood, who left the company in March 2015.
03/04/2016
Old Mutual boosts advice arm with senior Sanlam hire
He will be responsible for building investment propositions for different client segments.
03/03/2016
ANZ Wealth alternatives head departs
He was also head of futures sales at J.P. Morgan and a futures trader and broker at Mercantile House Group, Sydney Futures Exchange and the Chicago Board of Trade.
03/03/2016
UBS appoints a 'super-compliance' executive for London
UBS Group AG grabs executive from Bank of America to fortify its operations
03/03/2016
Telegraph Business Schroders CEO Michael Dobson steps down after 14 years, but stays on as chairman
Schroders plc today announces changes to its Board.
03/03/2016
UBS Creates Asia Debt Financing Group After Combining Units
The new unit will integrate all of UBS’s Asian debt-capital markets businesses, including its cash and derivatives operations, special solutions group and structured-financing business, with the firm’s leveraged-finance origination team, the m
03/03/2016
Scandinavian wealth manager boosts executive management team
His areas of responsibility will be the Wealth Management business segment as well as expansion of operations into international markets.
03/02/2016
Former wealth management executive joins Digital Asset Board
Blockchain, the underlying technology behind bitcoin, is a digital tool for recording and verifying transactions.
03/02/2016
Canaccord Genuity’s Galloway exits
Galloway was also responsible for institutional client portfolios and sat on the firm’s US stock selection committee.
03/02/2016
Joyce Phillips leaves in ANZ restructure
Broadly speaking, the restructure will involve "aligning the distribution of wealth products and services with [ANZ's] retail and commercial businesses
03/02/2016
Wealth Management boutique adds new Chief Operating and Chief Compliance Officer
He will join the management team and will lead the firm’s day to day business operations.
03/02/2016
IOOF makes key wealth appointment
The company announced late last month that it had appointed former Blackrock executive, Mark Oliver, to the key role of General Manager, Distribution.
03/02/2016
Bettencourt-Myers family sets up new family office fund
She inherited her father’s stake in 1957 and retains ownership of the fortune, which has been managed by her daughter and two grandsons since 2012.
03/02/2016
Deutsche AWM poaches senior fixed income manager
Drawing on almost 30 years of industry experience
03/02/2016
Credit Suisse PB adds team leader, bankers Down Under
Sew Y. Lee, Yvonne Sim and Tommy Yu have joined Credit Suisse from ANZ Private Bank
03/02/2016
LGIM hires Mason as head of product
He will take up the newly created position on 7 March and report to Aaron Meder, head of investment at LGIM.
03/02/2016
Recruiting Roundup: Raymond James Adds Merrill, Stifel Teams
The independent picks up group across the U.S. with more than $2.3 billion in total client assets
03/01/2016
Safra Sarasin adds NRI, international markets team head
The bank announced the appointment of Feroze Sukh as a managing director