10/30/2014
Doug Heron to join wrap platform Nucleus as chief finance officer
Heron, currently executive director of private bank Adam & Co will join Edinburgh-based Nucleus in January, replacing Aileen Mathieson, who left in September to join Zurich
Executive Moves
10/30/2014
Double manager hire for Pictet’s healthcare team
Flury joins from Swiss & Global Asset Management, where she stepped down from her role as fund manager at the end of September. During her six years with the Zurich-based group, Flury had overseen the Julius Baer EF Health Innovation fund
10/30/2014
Raymond James Expands Consumer Equity Research Coverage
He brings 12 years’ experience in the consumer sector to Raymond James’ New York capital markets office from Oppenheimer & Co. after previous stints at Salomon Smith Barney and Schroder & Co.
10/29/2014
J.P. Morgan boosts Global Endowments & Foundations Group
The team will be based in London and will work to expand the firm's client coverage across the region
10/29/2014
Barclays wealth arm picks ex-Citi banker as global head
At Citi he was responsible for capital markets in the EMEA region.
10/29/2014
Barings names new manager on multi-asset EM fund
Barings has sought to strengthen the line-up on former multi-asset head Percival Stanion’s emerging markets fund with a new appointment
10/29/2014
Ex-Schroders star manager set to re-emerge
She was former manager of the Schroder UK Opportunities fund and Schroder UK Growth investment trust,
10/29/2014
Ex-Bank Coop CEO Steps Down From Swisscanto Board on Finma Ban
The chairman of Swisscanto Holding AG, an asset manager jointly owned by Switzerland’s regional banks, resigned after regulators banned him from managerial positions in an investigation of market manipulation at the bank that previously employed him
10/28/2014
Gibraltar: FSC announces new structure for 2015
This is designed to support the delivery of its Strategic Plan published on 14th October.
10/28/2014
Walker Crips expands investment team with JM Finn hire
His appointment is the latest in a series of hires for the investment and wealth management group. The firm hired five advisers from Barclays Wealth and Charles Stanley earlier this year.
10/28/2014
Brewin Dolphin hires for Glasgow expansion
The hires lifts the number of staff in Brewin's Glasgow investment division to 40.
10/24/2014
Ex-Barclays strategic partnerships head launches private office
His new venture, MrPaulFleming, provides advice to high net worth and ultra-high net worth clients on a range of areas from finding a discretionary asset manager to deal origination and management consultancy.
10/24/2014
Double strategic hires for JTC Group Swiss Office
In his new role at JTC, Jonathan will focus on leading the Swiss team, developing operational capabilities and growing the office as part of JTC’s global network.
10/24/2014
SMP Partners appoints FATCA expert
The SMP Partners Group has a new recruit.
10/23/2014
Thomas Miller bolsters private client busines
His appointment follows the recent promotion of Andrew Herberts to head of private investment management
10/22/2014
Tilney Bestinvest hires Barclays wealth manager for Glasgow office
Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.Tilney Bestinvest has hired a chartered wealth manager from Barclays to bolster its Glasgow team.
10/22/2014
Premier hires nine-strong team from Barclays Wealth in Bristol push
To have a team of such calibre join the business is a major coup for Premier. They bring with them significant experience in wealth management and independent advice.
10/22/2014
Janney Montgomery hires team of advisers from JPMorgan
The four-member team is led by Daniel Carney and Stuart Peterson.
10/21/2014
BMO Private Bank adding asset managers
The international private bank of Bank of Montreal will appoint fund houses to advise on European and Asia ex-Japan equity, and more are to come for other asset classes.
10/21/2014
Former Schroders Private Bank CEO teams up with vets to launch new asset management business
The veterans are willing to commit substantial sums of their personal wealth, while the new venture has received backing from River and Mercantile, Rathbones and Majedie Asset Management.