Managers of Wealth

Jefferies: the bank that (still) keeps on hiring

In 2009, Financial News gave the mid-market investment bank Jefferies Group the epithet of “the bank that keep on hiring”.

FSA appoints investment banking advisor

He will take up the role from 30 January, has more than 35 years experience in investment banking, most recently as Vice Chairman of Lazard & Co.

Reunion continues as UBS snags Merrill advisers with $2.5B in AUM

Teams rejoin former colleagues McCann, Mulholland; UBS bosses 'seen as regular guys'

United Capital adds Harold Brown team

Peter Grogan, Will Kelly and Mimi Schanzlin are the latest to leave the New York-based broker-dealer Harold C. Brown & Co, which is closing its doors after roughly 80 years in the business.

UBS names new heads of Canadian trading desk

UBS promoted Matt Michalski and Lisa Petrelli to be co-heads of Canadian cash equity trading.

Van Der Kwast to Leave ABN Amro’s Diamond Unit

He will be replaced as the head of ID&JG by Erik Jens, who currently serves as chief executive of ABN Amro’s private banking division for Switzerland and the Swiss region.

Wealth management jobs mostly safe despite bank cuts

In early November Westpac announced close to 200 mostly IT-related roles would go, while NAB signalled 135 jobs would disappear.

Morgan Keegan Execs Head to Raymond James HQ‎

“The loyalty these advisors have demonstrated during what must have been an excruciatingly stressful period is a testament to their character, their dedication to clients and the importance they place on being a part of a firm that is like family.&a

Eagle Asset Management announces leadership changes

There are no changes to the ownership or control of Eagle or the Eagle Family of Funds resulting from Riess’s retirement, or any material change in investment advisory or portfolio management services provided by Eagle.

Raymond James appoints new President of Asset Management Services

He is responsible for directing the firm’s managed accounts and fee-based platforms.

Head Of UK Private Bank Steps Down

The reasons for their departures are not yet known, although speculation is mounting over the future of the London office and whether a restructure could be in the offing.

Wealth management group appoints new CIO

He will take on this role commencing March 2012 in South Africa and will relocate to London in April 2012.

Barclays Wealth hires ex Kleinwort Benson wealth boss

Scott joins Barclays Wealth as director within the investment bank's Glasgow team. He joins after a three months gardening leave following his stint with Kleinwort Benson where he served as head of private wealth management for three years.

Jones Lang Lasalle picks Goldman's Kasai to head Japan business

The company said Yoichiro Hamaoka, who had run the property brokerage's business in Japan for the last 12 years, was stepping down and would take on the role of chairman.

Ameriprise poaches veteran adviser

"This is a great example of someone who was at a wirehouse for many decades and really had a strong desire to go independent," said Hiter, who now oversees Hanks.

Brewin’s Aberdeen office hit by five redundancies

Brewin Dolphin has made five redundancies at its Aberdeen office in a move that has seen a further reduction in headcount at the office.

MSSB hires $2.1 mln Merrill team

Morgan Stanley Smith Barney, the largest U.S. brokerage, hired two veteran advisers from Merrill Lynch to its broker base, a source with knowledge of the move told Reuters on Wednesday.

BNY Mellon promotes official to new family wealth advisor team

Simpson is based in Pittsburgh and has 20 years of experience in financial services.

Russell Investments names EMEA chief‎

He will succeed – and report to – global president and chief executive Len Brennan in the role.

UK Expansion Continues Apace At German Private Bank

He has joined Berenberg after eight years at Arjent Ltd, where he was Head of Private Client Investment Management.

Executive Moves