05/15/2015
JP Morgan Private Bank hands new roles to senior fund selection pair
The move sees Theodore ‘Ted’ Dimig and Kristof Gleich assume new responsibilities while still focusing on manager selection.
Executive Moves
05/15/2015
Ex-Brewin man joins Hawksmoor to launch Dorchester office
The new branch will be Hawksmoor’s third after Ipswich and Exeter, strengthening its presence in the South West.
05/15/2015
Ex-Sanlam UK distribution boss joins Intrinsic
Former Sanlam UK distribution boss Nigel Speirs is set to join network Intrinsic to help the business boost its growth, New Model Adviser® understands.
05/14/2015
Head of private banking research to step down after 30 years
Head of private banking research and deputy global chief investment officer (CIO) will retire next year after three decade
05/14/2015
Elian enhances Private Wealth’s operations in the Caribbean
Elian has appointed a director with over 12 years of trustee experience to its Cayman Islands office.
05/14/2015
Coutts chief leads trio of WMA board appointments
The Wealth Management Association (WMA) has appointed three new members to its board of directors, including the chief executive of Coutts & Co.
05/13/2015
Merrill Lynch says Hill to head retirement investment & income team
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
Mirabaud AM hires Spanish equity manager after veteran exits
With 17 years’ experience and an unparalleled level of knowledge of Spanish companies...
05/13/2015
Tilney Bestinvest hires new director for London office
Since 2010 Buckley has worked at FF&P Wealth Planning dealing with high-net-worth clients, as well as advising partners of legal and accountancy practices and entrepreneurs.
05/13/2015
Ascentric’s sales and marketing director quits
He joined the firm in January 2012 from HSBC
05/12/2015
Quilter Cheviot's Reid to lead pensions discretionary service
Quilter Cheviot currently has £2.5 billion in assets under management held in Sipps and offshore bonds, and the firm sees this is as a key growth area in light of the pension freedoms.
05/11/2015
Valartis Group announces senior appoinments
He has in-depth knowledge of international private banking and wealth management and many years of experience in management positions, in particular in Switzerland, Liechtenstein and Austria as well as in central Europe.
05/11/2015
Ex-Charles Stanley trio launch Hargreave Hale Nottingham arm
Three former Charles Stanley managers have opened an office for Hargreave Hale in Nottingham
05/11/2015
RBC Hires JPMorgan’s Jackson for Client Coverage in London
Royal Bank of Canada, the country’s largest lender by assets, hired Francis Jackson from JPMorgan Chase & Co.
05/11/2015
private banker appointed as first chief of BRICS bank
He was instrumental in transforming ICICI Bank into the conglomerate that it is today.
05/11/2015
Coutts’ charity head leads trio of departures
‘In the next three to five years we are looking to double the current level of investments we manage for this key area and as our proposition progresses, we will look at appointing more advisers,’ she said.
05/11/2015
Thomas Miller Investment appoints new private client partner
Thomas Miller Investment has funds under management of over £2.9 billion and provides investment management services for private clients, insurance mutuals, charities, pension schemes and government.
05/11/2015
UK wealth management division appoints private banker
Senior private banker at its Leeds office
05/08/2015
Morningstar Announces Switzerland Leadership Appointments
Vallé has more than 15 years of sales experience and joined Morningstar in 2010 as Sales Director for Morningstar Switzerland. He previously held several sales and business development positions at Thomson Reuters in France and Switzerland.
05/07/2015
Credit Suisse appoints global head of media relations
He would take up his new position at Credit Suisse on July 15 and will be based in Zurich