05/29/2013
Saffery Champness makes changes at the top
These particularly include sports and entertainment, professional partnerships and consultancy businesses, and not-for-profit entities.
05/29/2013
They will combine the value investing activities in the UK and Europe into one Value team.
05/28/2013
TMF Group Boosts management team
He was most recently at Barclays, where he was senior reward manager within its retail and business bank functions team.
05/28/2013
His fund management responsibilities remain unchanged.
05/28/2013
Ex-Cinven partner Joy joins FF&P
He will join the wealth manger in July as a senior adviser, with a particular focus on the private equity business
05/28/2013
Kleinwort Benson appoints Head of Private Wealth Management in South Africa
He has over 20 years financial services experience, having worked across such sectors as legal, financial planning and the local and international banking sectors.
05/28/2013
Barclays manager ends seven-year spell at bank’s Wealth division
The Glasgow-based investment manager has left the bank’s Wealth and Investment division, where he managed portfolios for private client portfolios, trusts and small corporates.
05/28/2013
BlackRock has appointed Daniel Whitestone as a director in its UK small and mid cap equities team
05/28/2013
Baird has announced that it has added Paul Donnelly, CPA, as a Director and Financial Advisor in its Chicago wealth management office.
05/28/2013
BNY Mellon has named Jeff Pamplin as head of client service management in EMEA
05/28/2013
CAP has announced the appointment of Dean Berry as CEO of Global Broking E-Commerce.
05/28/2013
Raymond James Recruits 32-Year Veteran from Morgan Stanley
Active in his community, he specializes in helping individuals and families plan for and live well in retirement.
05/28/2013
Whether it's a fund manager considering a direct play, a platform trying to grow its adviser user base, new entrants assessing the market or a large firm conducting a platform selection process, it's all go at the moment
05/27/2013
Bank Sarasin announces new CEO
As part of the upcoming merger, the Board of Directors has appointed a new CEO and Deputy CEO
05/27/2013
The pair’s exit from Switzerland’s second-biggest bank follows the April departure of Min Park, who oversaw equity derivatives and convertible sales for the Asia-Pacific region.
05/27/2013
He will be based in Hong Kong
05/27/2013
Highly commends the excellent leadership, service and his efforts in promoting international engagement between CIC and various stakeholders
05/27/2013
UBS Wealth Management has hired three Lloyds' client advisers from for Edinburgh, Manchester and the South West as part of its regional push.
05/27/2013
As the bank seeks to expand aggressively into Asia, it is tipped by analysts to appoint an external candidate
05/27/2013
This is the latest in a series of senior hires for the company, which includes the appointment of David Palmer as the business director for our asset management business