06/03/2015
Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield
06/02/2015
Old Mutual Wealth appoints investment specialist for advisers
Old Mutual Wealth has recently completed its acquisition of Quilter Cheviot for £585m adding £16.7bn in funds under management and 500 employees.
06/02/2015
Elian launches New York Office
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
06/02/2015
Investec hires Schroders investment director for multi-asset team
In his new role he will be responsible for building Investec's multi-asset capabilities globally
06/02/2015
Towry hires Barclays Wealth advisory vice president
Towry has hired Michael Martin from Barclays Wealth & Investment Management
06/02/2015
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
06/01/2015
Starting today, he will report to Adrian Kyriazi, CEO, Continental Europe and Head of Private Banking, Switzerland.
06/01/2015
He joins from Towry, where he was a Director of wealth management and financial planning.
06/01/2015
Tilney Bestinvest has strengthened its board with the appointment of former Financial Services Authority chief John Tiner and Betfair CEO Breon Corcoran as non-execs.
06/01/2015
They all report to Jerome Teiletche, Head of Cross Asset Solutions at Unigestion
06/01/2015
He joins as an investment manager from EFG Harris Allday
06/01/2015
Based in London, he will work closely with CIO Nigel Cuming and will play a key role in managing assets in the firm's onshore discretionary client portfolios
06/01/2015
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
06/01/2015
He succeeds Alistair Dick who is returning to Britain following his four-year tenure.
06/01/2015
The move comes about six months after Morgan Stanley opened a unit to focus on this client niche
05/28/2015
Hawksmoor Investment Management has hired Brewin Dolphin’s Stephen Taylor and Chris McNulty as investment managers to grow its new Dorchester office
05/28/2015
She will share responsibility for developing Bordier (UK)’s growing network of relationships with investment intermediaries, lawyers and accountants, and for building on the firm’s existing provider partnerships.
05/27/2015
Ashcourt Rowan financial planning chief executive Gaius Jones has left the firm after one year in the post
05/27/2015
Barclays hires UK wealth distribution head
Barclays Wealth and Investment has handed Eric Pinn a key distribution role.
05/27/2015
Barclays’s Broking Head Said to Stay, Spurning UBS
The head of corporate broking at Barclays Plc, is staying at the British bank after spurning an approach to join UBS Group AG as chairman of its U.K. investment bank