03/10/2015
JP Morgan Private Bank replaces key fund selector
He will be replaced by Chris Blum, who is currently serving as global head of equities within the bank’s wealth management business based in New York.
03/10/2015
Northern Trust Announces New Director Appointment
He serves on the Board of Trustees of Northwestern Memorial Hospital and Purdue University
03/10/2015
Credit Suisse names new leader
Dougan will step down at the end of June, Credit Suisse said in a statement on its website on Tuesday.
03/10/2015
New MD for RBC's Italian investor & treasury services
Prior to this, Andrea held a number of senior roles with Italian and foreign banks
03/10/2015
Barclays Says No Plans for Swiss Exit After Geneva Chief Resigns
Barclays plans to announce a new management team for its Swiss private bank at the end of March and has hired a replacement for Simon Gaston, who ran the Swiss unit from Geneva since the middle of 2013, Grosoli said.
03/10/2015
Barclays said on Monday it won’t announce new management for Switzerland before the end of March.
03/09/2015
Commenting on her new role, Ms Vincent said: “Thank you to Fight for Sight for giving me this opportunity to join an already strong and respected board to help fight against sight loss.
03/09/2015
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/09/2015
He replaces Oliver Morath, who resigned from Baring to pursue another opportunity in the industry.
03/08/2015
She replaces Howell James, who left last summer.
03/08/2015
He earned an MBA with a major in Corporate Finance from Georgia State University
03/06/2015
Close Brothers expands financial planning team in Edinburgh
Mr Knight said: “We are very pleased to welcome David to Close Brothers. His expertise and years of experience mean he will be a huge support to the Edinburgh team as we continue to grow our work in the financial planning space.”
03/06/2015
Wealth management boutique trio return in senior roles as CIO and strategist depart
The firm has hired three former employees to form a new senior management team as CIO Chris Godding and investment strategist Gautam Batra depart the business.
03/06/2015
Schroders appoints new head of UK fund services
The appointment has been made pending FCA approved-person permission changes, which Schroders said it expected to receive in the next month.
03/06/2015
The Rathbones office will launch later this year, headed by investment director Angus Kerr
03/06/2015
Nxasana's time as CEO was characterised by a 23 per cent compound annual growth rate
03/06/2015
He joins from UK life insurance company Mobius Life
03/05/2015
Credit Suisse’s Bock to Join Private Bank From Investment Bank
Bock is the latest investment banking veteran to move to Credit Suisse’s wealth management unit
03/05/2015
Credit Suisse executive departs as bank seeks to sharpen strategy
He is leaving Zurich-based Credit Suisse to pursue a new opportunity outside the bank
03/04/2015
Morgan Stanley realigns wealth management
Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial advisers