05/14/2012
Ex-Barclays Wealth VP joins SGPB Hambros
She had been at Barclays Wealth since 2009 where she worked as vice president of wealth advisory
Executive Moves
05/11/2012
Vontobel boosts investment strategy team
The appointments will enhance Vontobel's established offering of balanced mandates, headed by René Exenberger.
05/10/2012
Investec Investment Banking expands its closed-end funds team with three new hires
Tim Mitchell joins in Corporate Broking from Invesco Asset Management where he was Head of the Listed Funds sales team.
05/10/2012
Tiedemann Wealth Management expands team with Barclays Wealth hire
With over 20 years experience in wealth management and financial services she was most recently Managing Director at Barclays Wealth
05/10/2012
Coutts appoints Head of Treasury Services for the UK
He joins Coutts from Fidessa Asset Management, Luxembourg
05/10/2012
Quilter boosts Edinburgh office with ex-Close hire
He was a private client investment adviser at Close and has worked in Scotland's financial services for 26 years.
05/10/2012
Cayman-domiciled Leopard Capital appoints new Asian marketing head
He comes to Leopard from Upbest Financial Services where he raised funds for joint venture real estate projects, primarily retail and residential investment and development projects in Macau.
05/10/2012
SunGard boosts Wealth and Asset Management Businesses with two key hires
Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce
05/09/2012
Swiss Private bank makes senior hires for Greater China private banking team
He was previously a managing director and China team head at BNP Paribas Wealth Management.
05/09/2012
J.P.Morgan Names Three Australian Managing Directors
Wall Street bank J.P.Morgan — which is proudly flying the Facebook IPO flag outside its Park Avenue office building — has promoted three Australians to managing director.
05/08/2012
LPL Financial appoints president of its unit
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
05/08/2012
Gresham Partners Hires Wally Head as Vice Chairman
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
05/08/2012
Citi hires from JP Morgan's private wealth unit
Michael Sak joined Citi on Thursday from JP Morgan, where he worked for more than a decade, most recently as a vice president in the firm's private wealth management group
05/08/2012
Signia Wealth appoints Head of Alternative Investments
Prior to joining Signia Wealth, Ameet was a Managing Director at AlphaOne Partners in a similar role investing in hedge funds on behalf of UHNW clients.
05/08/2012
Tiedemann Wealth Management Expands Team
Tiedemann Wealth Management has announced an expansion of its client services and business development team
05/07/2012
Natixis Global AM appoints institutional sales director for MENA
He will be responsible for Institutional sales in MENA and CEA regions
05/07/2012
Oppenheimer appoints Chief Market Strategist
He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients
05/04/2012
Schroders expands Global Fixed Income with EMD Relative Return appointments
Schroders has expanded its fixed income team by appointing four senior professionals to develop its capabilities in the Emerging Market DebtRelative Return sector
05/04/2012
UBS Hires Ex-BofA Analyst as Managing Director
He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.
05/04/2012
Golden Phoenix Appoints Institutional and Sovereign Wealth Fund Expert
He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.