02/24/2015
Highmark, Shikles exit Morgan Stanley to form Mosaic
Two former Morgan Stanley Wealth Management executives, Scott Highmark and Larry Shikles, have left the bank and launched Mosaic Family Wealth, with $800 million in assets under management.
02/24/2015
$140M Ameriprise Team Joins Raymond James
Raymond James & Associates hired a team of advisers from Ameriprise Financial Services Inc, a unit of asset manager and brokerage firm Ameriprise Financial Inc .
02/24/2015
Wealth Chief To Leave Queen's Bank
The head of RBS' wealth arm is to step down as its owner pursues a sale of Coutts' international operations, Sky News understands.
02/23/2015
J.P. Morgan Asset Management taps former exec for director of applied research role
Mr. Griggs was previously a senior portfolio manager at Rogge Global Partners
02/23/2015
Global investment manager appoints former SEI exec as Head of MENA
He joins from SEI Investments, where he was since 2006, most recently as Head of Middle East and brings extensive experience of working with the region's leading institutions; sovereign wealth funds, pensions, family offices and wealth management bus
02/23/2015
Barclays Chairman to Join Hedge Fund
The chairman of Barclays Plc, will leave the bank in April to take on the same role at Winton Capital Management
02/20/2015
We have two outstanding professionals who have the experience and specialist knowledge
02/20/2015
The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company
02/20/2015
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
Wells is Rathbones’ third senior hire from Smith & Williamson over the past 12 months.
02/19/2015
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
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
Alternative Ucits emerging market equity specialist Iain Cartmill has left GAM Asset Management
02/17/2015
“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
Most recently he worked at Credit Suisse Private Banking
02/13/2015
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 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.