02/05/2014
UK law firm strengthens Private Client Team
He trained with Blake Lapthorn in Oxford
Executive Moves
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.
02/03/2014
Premier hires Sarasin’s Pugh for new strategic partnerships role
He will be hold responsibility for developing the distribution of Premier’s funds, portfolio management service and investment outsourcing proposition with key partners such as regional advisory firms, networks and life companies.
02/03/2014
RBC Wealth hires financial adviser from Wells Fargo
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
01/30/2014
Vontobel expands multi-asset boutique team
Vontobel Asset Management has sought to strengthen its Global Balanced Switzerland team with the appointment of two new managers.
01/30/2014
Vontobel Asset Management appoints new country head for Germany
He joins Vontobel from Swiss & Global Asset Management, formerly Julius Baer,
01/30/2014
Stifel's boost Private Client Group
His past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.
01/29/2014
UBS Wealth Management Americas Adds Key Executive to Equity Plan Advisory Services Business
his further emphasizes our commitment to attracting top talent