03/16/2016
Succession hires trio as FCA gives discretionary green light
The firm, led by group chief executive Simon Chamberlain which also announced three senior appointments, is aiming to double staff numbers by 2018.
Executive Moves
03/16/2016
InvestCloud boosts European team
InvestCloud has experienced a huge amount of success globally
03/16/2016
Heritage Expands With Heads of Trust, Family Office Services
Heritage Trust Group has strengthened its Singapore-based team with the arrival of two senior practitioners to lead its trust business and family office services offering.
03/16/2016
Raymond James General Counsel to retire
After more than 26 years with the firm, Raymond James General Counsel and Corporate Secretary Paul Matecki announced his intention to retire on Sept. 30, 2016.
03/15/2016
Ex-Quilter COO appointed head of Natixis
Duncan was chief operating officer at Quilter Cheviot from November 2013 to May 2015.
03/15/2016
Former HSBC exec joins Julius Baer board
She currently holds senior advisory and directorship positions at Jadwa Investments, Fajr Capital, and the Axiata Group.
03/15/2016
Industry super fund head to join family office
During this time the fund also achieved strong investment performance and reduced member fees by 15 basis points.
03/15/2016
JHC Appoints Head Of Sales
He brings almost 20 years of financial industry experience to the role, having most recently held the position of Head of Sales for EMEA & APAC at Eagle Investment Systems.
03/15/2016
Hargreave Hale beefs up Worcester arm with EFG Harris Allday hire
In the last year Hargreave Hale has made series of hires for the Worcester arm, which manages around £200 million.
03/14/2016
UBS Wealth Management expands team
New client adviser joins city centre team of financial services firm
03/14/2016
Trading Places
Cornerstone has also appointed Louise Melville as personal assistant to the management team.
03/14/2016
Two senior figures at Credit Suisse Private Banking have stepped down from their roles.
Credit Suisse family office and UK domestic PB heads step down
03/14/2016
Nordea appoints head of private banking
He is currently chief executive for Nordea's Luxembourg unit.
03/14/2016
Standard Life Wealth hires pair of managers for private client side
Both are working with UK and International clients and report to Charles Insley, Head of International for Standard Life Wealth.
03/11/2016
America’s biggest hedge fund hires Steve Jobs confidant
Jensen had long been seen as the heir apparent to Dalio, who founded Bridgewater in 1975.
03/11/2016
Raft of appointments at Standard Chartered
Her promotion will see her assume responsibility for Standard Chartered’s biggest book of business in Guernsey.
03/11/2016
Old Mutual Confirms COO Paul Hanratty To Step Down From Board On March 12
On September 15 last year, the company had announced Hanratty's departure from the firm.
03/11/2016
Kleinwort Benson's wealth MD departs
The spokesperson added that the firm is currently searching for a replacement.
03/10/2016
UBS Hires Bridgewater’s Challenger for Equity, O’Connor Trading
Dawn Fitzpatrick is bolstering staff after being named late last year to lead a new unit that combines the UBS O’Connor hedge-fund business with the equities and multi-asset investing operations.
03/10/2016
SYZ Asset Management strengthens and expands its Multi-Asset offering
SYZ Asset Management has successfully offered Multi-Asset investment solutions to institutional investors for over 15 years