11/19/2013
Amundi boosts Executive Committee
Several appointments have been made to Amundi's Executive Committee, chaired by Yves Perrier.
Executive Moves
11/19/2013
Triangle appoint ex Barclays Head of International Wealth Advisory
He has over 25 years of experience working at the highest level of the offshore private banking and trust industry, having been Head of International Wealth Advisory for Barclays Group and offshore Commercial Director of Fortis Intertrust.
11/19/2013
Sanlam Expands With Investment Manager Hire
Sanlam Private Investments has hired an investment manager for its Harrogate office
11/19/2013
Clive Dixon named one of ePrivate Client’s 50 Most Influential for 2014
Moore Stephens Isle of Man, leading providers of multi-sector accountancy, consultancy and financial services, is pleased to announce that managing partner Clive Dixon has been named one of 50 Most Influential People for 2014 by ePrivate Client for the se
11/18/2013
Two Quit Invesco Perpetual to Join Woodford
Two members of Neil Woodford’s team at Invesco Perpetual are to leave the firm
11/18/2013
BNY Mellon Wealth Management Boosts UHNW Team
The former team leader will continue to serve on the firm’s investment strategy committee.
11/18/2013
Former Collins Stewart Man Launches Raymond James Kent office
Faversham-based Redman, who also formerly worked at Gerrard, has an ethically and socially responsible investment approach
11/17/2013
EY poaches KPMG's ex-private client head
EY has recruited the former head of KPMG's private client practice.
11/17/2013
BofA desk head joins JPMAM for global income role
J.P. Morgan Asset Management has hired the head of Bank of America Merrill Lynch’s global equity sales desk as co-manager on its £86m Global Equity Income fund.
11/17/2013
Rothschild & Cie Gestion launches in Italy
Paris-based asset management company Rothschild & Cie Gestion has opened a branch in Milan, joining Rothschild Global Financial Advisory which has already been in the Italian market for 20 years.
11/17/2013
UBS Poaches Six Advisers From Deutsche Bank
UBS Wealth Management UK has poached a six-strong team from Deutsche Bank to broaden its service to financial planners
11/14/2013
Brewins bolsters board with KPMG veteran Dewar
Dewar joins as a non-executive director with immediate effect and will become chairman of the wealth firm’s audit committee after its annual general meeting in February 2014.
11/14/2013
Former WH Ireland colleagues reunited at Albert E Sharp
Former WH Ireland Birmingham office head Andrew Lidsey has joined Stratford-upon-Avon-based investment manager Albert E Sharp as a partner.
11/14/2013
UBS Says Prelle to Focus on German Business Growth as Chairman
UBS AG, Switzerland’s biggest bank, named Hermann Prelle chairman of corporate-client solutions in Germany to help push growth in Europe’s biggest economy.
11/14/2013
Senior Board Member Leaves Liechtensteinische Landesbank
On behalf of the entire Board of Directors, Chairman Dr. Hans-Werner Gassner expresses his regret about the resignation
11/13/2013
Crédit Agricole Private Banking makes key appointments in Switzerland, Asia
Hans Diederen as chief executive for private banking in Asia and Youssef Dib as head of ultra high net worth individuals at the private client division.
11/13/2013
Kleinwort Benson appoints head of London compliance
He joins from UBSâWealth Management
11/13/2013
Russell hands £1bn multi-asset fund to former Sarasin man
The manager will work on the group’s flagship £1.2bn Multi-Asset Growth Strategy
11/12/2013
BNY Mellon boosts wealth management team
He joins from SunTrust Private Wealth Management
11/12/2013
St James's Place Chairman to Step Down
U.K.-based wealth-management firm St. James's Place PLC said Wednesday Non-Executive Chairman Charles Gregson will step down at the end of the year to devote more time to his other directorships, and Sarah Bates will succeed him from Jan. 1, 2014.