02/06/2014
Van Lanschot appoints Director of Private Office
He worked at Kempen Capital Management and Van Lanschot from 2004 to 2009.
Executive Moves
02/06/2014
Swiss boutique institutional asset manager Comes to Canada
Swiss boutique institutional asset manager Unigestion will open an office in Toronto
02/06/2014
Former Ralph Lauren president joins Metro Bank board
Metro Bank has appointed former Ralph Lauren Corporation president and chief operating officer Roger Farah to its board as a non-executive director.
02/06/2014
International Banking Consultancy appoints new CEO
He will succeed Armin Heeb as CEO from 1 March 2014
02/06/2014
Family office firm appoints Luxembourg director
He joins Crestbridge from corporate and fund services provider Alter Domus.
02/06/2014
Morgan Stanley appoints new wealth CEO
Morgan Stanley is confident its stockbroking business can achieve management stability and profitability after the investment bank appointed a new chief executive following Brendan Goffinet’s departure just a year into the job.
02/05/2014
UK law firm strengthens Private Client Team
He trained with Blake Lapthorn in Oxford
02/05/2014
UK Wealth management firm expands team
He joins from Vintage Asset Management
02/05/2014
Swiss Private Bank names ex-Morgan Stanley banker as regional wealth management chief
She is on six months gardening leave after tendering her resignation last week, according to a Morgan Stanley spokesman.
02/04/2014
Smith & Williamson partner departs
He principally looked after discretionary private clients
02/04/2014
Rowan Dartington creates new business relationship director role
He will be based in Scotland.
02/04/2014
Julius Baer reunites ex-Merrill Lynch director with discretionary team
Julius Baer head of UK portfolio management Edward Raymond says: “We are pleased that Stewart has re-joined the team after 5 years abroad, in this exciting phase of our development.
02/04/2014
Hawksford appoints former Ernst & Young partner as new CEO
In 2013, Hawksford acquired Key Trust, its fourth acquisition since its MBO in October 2008. In the last two years, the business has also completed the acquisitions of Trustcorp Jersey Limited, L-S&S GmbH, a Swiss boutique private wealth law firm, an
02/04/2014
Multi-jurisdictional private client and fund services firm makes trio of senior appointments
The Group has made three senior appointments in its offices in Jersey, London and Guernsey.
02/03/2014
U.S. Bank Wealth Management expands Private Client Reserve team
He was formerly employed with Union Bank.
02/03/2014
Sand Aire fund administrator appoints MD from multi-family office
She was previously Head of Operations for Sand Aire
02/03/2014
RBC Wealth Management hires two advisers from Merrill Lynch
A veteran of 30 years in the investment industry, Clark managed more than $150 million in assets under management while Folstad managed about $110 million.
02/03/2014
Withy King boosts private client and charities team
A solicitor with over 25 years’ experience in private client and charity law work, has joined our Private Client team as a consultant.
02/03/2014
Deutsche hires Renaissance CEO for sales push
In her new role she will oversee roughly 400 staff within the Emea sales team, which accounts for €600bn of Deutsche’s €931bn of assets under management.
02/03/2014
International investment management firm appoints head of Switzerland and private banking
She joins the firm from Schroder Investment Management, where she was Relationship Director, Global Financial Institutions Group.