05/01/2014
Raymond James Hires Two Advisers From Wells Fargo
The advisers had managed more than $80 million in client assets at Wells Fargo
Executive Moves
05/01/2014
Stewart Cazier appointed COO of distribution at Old Mutual Wealth
To support and build on this growth, Old Mutual Wealth is further expanding is distribution function.
05/01/2014
Investec bolsters multi asset team with three hires
Streatfield has joined the team to work on portfolio constriction and quantitative analysis
04/30/2014
EY hires ex-BLP finance head to launch UK financial services legal team
Former BLP head of finance is leaving the firm to join accountancy and consulting giant EY as it ramps up its investment in the legal sector.
04/29/2014
Rathbones bolsters team with four hires from Investec Wealth
All four join Rathbones from Investec Wealth & Investment’s Guildford office.
04/29/2014
Former Lord Mayor of London joins Multrees Investor Services
He was honoured for services to international business, culture and the City in the 2014 New Year Honours.
04/29/2014
Pimco’s London head becomes latest senior executive to leave
Bill Benz, Pimco’s head of Europe, the Middle East and Africa, will be assuming McDevitt’s responsibilities for the UK as well as for Benelux and Nordics.
04/29/2014
SYZ Asset Management boosts UK team
Before joining SYZ Asset Management he was VP of Sales at JP Morgan Asset Management
04/29/2014
Barclays US CEO Quits Amid Shake-up
The head of the United States business of Barclays is stepping down as the bank prepares to carve out the business to comply with new financial regulations.
04/29/2014
Skandia creates UK-specific proposition marketing role
Mr Hawkins has been at Skandia for 15 years
04/28/2014
Schroders names new head of global equities
He was formerly co-head of global and non-US large cap strategies at American Century Investments
04/28/2014
Heptagon Expands Private Client Team
London-based Heptagon Capital, an $8.6 billion asset manager, has tapped Rajaa Mekouar for its family office/high-net-worth team.
04/25/2014
UBS Wealth Management Americas appoints Head of Institutional Consulting & Retirement Program Administration and Operations
His vast experience leading and managing platforms dedicated to serving the complex needs of sophisticated clients will be immensely beneficial
04/25/2014
Ex-Barclays' Scottish charity head to lead social growth fund
Barclays Wealth & Investment’s former Scottish head of charities Diane Wilde has joined Social Investment Scotland, to help run their social growth fund.
04/24/2014
Former Brewin Dolphin director resurfaces at Rathbones
Rathbones has recruited former Brewin Dolphin divisional director Fiona McClelland
04/24/2014
Brewin Dolphin sees double senior departure
Two senior directors are set to leave national wealth manager Brewin Dolphin
04/23/2014
Cantor Fitzgerald Wealth Partners appoints new CIO
He ran his own capital management firm in Freehold, New Jersey, for the past two years before joining New York-based Cantor Fitzgerald Wealth this month.
04/23/2014
UBS Wealth Management Americas Adds Key Executive
He joined from Morgan Stanley's institutional business Graystone Consulting.
04/23/2014
Paul Allen's top money manager to leave post
The lead money manager for Microsoft Corp co-founder Paul Allen is leaving his post this week, marking the latest in a round of high-level departures at the Seattle billionaire's Vulcan Inc organization, which handles his $16 billion fortune.
04/23/2014
World’s largest asset manager hires HSBC exec to manage emerging-markets fixed-income business
At HSBC, he was head of emerging-market research.