02/20/2015
Top RBC selector quits to join newly-created consultancy unit
The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company
Executive Moves
02/20/2015
Apex Aua Grows at 31% and Makes Senior North America Appointment
By leveraging Apex’s ability to bring global fund structures to the U.S., Westley will have responsibility for growing Apex’s North American operations and integrating potential acquisitions.
02/20/2015
Rathbones makes third senior Smith & Williamson hire
Wells is Rathbones’ third senior hire from Smith & Williamson over the past 12 months.
02/19/2015
Former Managing Director of Schroder Trust SA Joins Top Fiduciary Firm
The expansion of the firm’s Geneva-based fiduciary services team also comes in the same year that Saffery Champness marks its 160th anniversary. During that period, it has gained a reputation as a leading private wealth specialist.
02/18/2015
Investec Wealth researcher to join Peel Hunt
He will leave next month to join the broker
02/17/2015
DeChellis joins Israeli venture firm as president
The Israeli company was founded by American-born entrepreneur Jon Medved. Its chairman, Steven Blumgart, was the former codirector of Glencore International Plc's aluminum division.
02/17/2015
EM equity manager exits Swiss group
Alternative Ucits emerging market equity specialist Iain Cartmill has left GAM Asset Management
02/17/2015
Canaccord Genuity Wealth Management appoints intermediary investment director from UBS
“Nick brings with him a wealth of experience, understanding and industry knowledge that will prove invaluable as we look to expand our presence in the intermediary arena compounding our commitment to delivering a fully integrated, solutions driven i
02/16/2015
Channel Islands-based trust and corporate services business appoints new MD
He has now come on board to drive the new shared strategic vision and provide common leadership to our trust operations across the Channel Islands.
02/13/2015
Former Credit Suisse private banker joins Lebenthal
Most recently he worked at Credit Suisse Private Banking
02/13/2015
BNY Mellon Appointed as Depositary by Burberry
BNY Mellon, a global leader in investment management and investment services, has been appointed by Burberry Group plc as the successor depositary bank for its American Depositary Receipt (ADR) program
02/13/2015
Brewin Dolphin hires in Glasgow after team quits
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/12/2015
Merrill Lynch Hires Wealth Manager from Morgan Stanley
They will work out of Merrill Lynch’s Century City office, moving from a Morgan Stanley office in Woodland Hills.
02/11/2015
Highbridge Appoints David Ross as CEO of Portfolio Company
Investment firm Highbridge Principal Strategies appointed David Ross as the chief executive
02/11/2015
Merrill Lynch Hires Advisor from Morgan Stanley
Bank of America Corp's Merrill Lynch unit said on Tuesday it hired financial adviser Haris Hot from Morgan Stanley
02/11/2015
Morgan Stanley hires David Bokman for new wealth post
Morgan Stanley's Private Wealth clientele has grown by more than 82 percent between 2009 and the end of 2014, the company said last month.
02/10/2015
Raymond James unit hires two advisers from RBC
Raymond James & Associates, a unit of Raymond James Financial Inc, said it hired two advisers from Royal Bank of Canada's wealth management division.
02/10/2015
Deloitte Taps Woman, a First, for CEO Post
The glass ceiling sprouted a few more cracks, as one of the Big Four accounting and consulting firms placed a woman in the corner office for the first time.
02/10/2015
Notenstein appoints new Head of Private Banking for Switzerland
He has been at Schroder & Co. Bank AG since 2008
02/09/2015
StanChart Boss: "I Won't Be Here Forever"
Peter Sands signalled to senior StanChart staff this week that planning for his departure is underway, Sky News understands.