08/04/2015
Brooks Macdonald appoints deputy CEO
Brooks Macdonald chief executive Chris Macdonald says Shepherd’s appointment will give him more time to focus on “delivering the group’s growth ambitions”.
Executive Moves
08/03/2015
BMO Private Bank appoints new CEO for Asia
She will report directly to Myra Cridland, Head of BMO Private Banking, with additional regional reporting to Albert Yu, Chief Executive Officer Asia, BMO Financial Group.
08/03/2015
Adam & Co loses three to new rival in raft of defections
The departures comprise five relationship managers and a business development director.
08/03/2015
Impax unveils board changes
Impax Asset Management Group has appointed Sally Bridgeland and Lindsey Brace Martinez as non-executive directors.
08/03/2015
New executive hires for Nikko Asset Management
Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia.
08/03/2015
Brown Shipley's private banking head to exit firm
He said he intends to focus on his role as non-executive chairman of Harpenden Building Society
08/03/2015
Rothschild Asset Management appoints Head of North America Retail Distribution
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
As sales force shrinks, UBS hires brokers with $400 mln
On Monday, UBS Wealth Management Americas reported it had 6,948 financial advisers as of June 30, down from 6,982 at the end of March and more than 7,100 a year earlier.
07/31/2015
Ex-Woodford strategist joins Vestra
Vestra Wealth has hired Russell Harrop, a former investment strategist at Woodford Investment Management, as head of international equities.
07/30/2015
Merrill Lynch hires two more advisers from Barclays
Bank of America Corp's Merrill Lynch said it had hired two private wealth advisers from the recently sold U.S. wealth management unit of Barclays Plc .
07/29/2015
Barclays appoints 2 directors in Swiss team
Both have joined as senior private bankers
07/28/2015
Merrill Grabs Another Barclays Wealth Team
Advisers Peter Kong and John Shaw joined Merrill’s ultra-high-net-worth team in San Francisco
07/28/2015
Brewin Dolphin names new London heads
Brewin Dolphin has named Charlie Ferry and Paul Jones as co-heads of its London office.
07/27/2015
Jane Pearce joins Vistra Jersey as Managing Director
Jane brings to Vistra a wealth of corporate and fund knowledge, gained through a long and successful career in which she has held several senior positions.
07/24/2015
SYZ Asset Management appoints new Chief Economist
This promotion demonstrates a strong internal progression confirmed by results,” commented Katia Coudray, CEO of SYZ Asset Management.
07/23/2015
Northern Trust Elects New Director
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
ARC expands London team with business development head
A particular focus will be assisting high net worth individuals, charities, family offices and their advisers to meet their financial goals by providing impartial bespoke investment structuring advice.
07/22/2015
Bank of the West appoints head of Family Office
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients
07/22/2015
Convergent Adds Two Advisors In Washington D.C.
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.
07/22/2015
Bank of America Announces Management Team Changes
The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.