06/23/2014
Ex-chief: Cayman’s London office ‘totally dysfunctional’
UK lobbyist airs dirty laundry
06/23/2014
UK lobbyist airs dirty laundry
06/20/2014
Schroders hires ex-FSA sheriff after shift in regulatory 'spotlight'
She will report to Massimo Tosato, Executive Vice Chairman of Schroders plc.
06/20/2014
Credit Suisse strategist Joins rival in Asia
He is based in Hong Kong and reports to Mark Andersen, co-head of global asset allocation, and Min Lan Tan, Asia-Pacific regional head of UBS Wealth Management’s chief investment office.
06/20/2014
National law firm makes strategic hire with wealth expert
National law firm is growing its wealth protection team with the strategic hire of Jane Whitfield. Jane joins Shoosmiths from Wellers Law Group where she was senior solicitor in the private client and charity law teams.
06/20/2014
First Names Group restructures
The Group has more than doubled in size since it became independent less than two years ago, it has undertaken an inclusive and robust consultation process to future-proof its capacity and scalability.
06/20/2014
His wide industry experience and particular focus on the IFA market will benefit our service offering and I'm sure help us achieve our progressive growth strategy.
06/20/2014
Towry announces management shake-up
"Towry is in an exceptionally strong position. We have recently undergone a period of rapid expansion following a number of acquisitions and have ambitious plans for the future. I am delighted to welcome John and Garry to the Executive team.
06/20/2014
John Bennet hired as head of wholesale institutions as Martin Weisinger is promoted to head of wholesale private wealth.
06/19/2014
Appointment is key to growth for Meridian Private Client
He joins the Solihull firm from Sutton Coldfield-based tax consultancy Cleaver Croxford where he was a partner
06/19/2014
EFG International appoints global segment head
EFG International has long been active in this segment, across its international network, but the appointment of Amrit Uppal will facilitate a more coordinated approach and reflects ambitious plans to grow.
06/19/2014
He is leading a 12-member team which will form the new advisory division
06/19/2014
“Pete will continue to lead the business until his successor is appointed and the search is already underway.”
06/19/2014
Cantor last year started offering wealth advice for individual investors
06/19/2014
He will also be in charge of coordination with the group's divisions and will sit on the executive board of Edmond de Rothschild Asset Managemen
06/18/2014
To mark the merger, the IMA will change its name to The Investment Association with effect from the beginning of 2015.
06/18/2014
In his new role, Coombe will lead City Financial’s finance, operations and client services, regulatory compliance, legal, technology, facilities and human resources teams.
06/18/2014
JP Morgan Private Bank hired Edward Novis from JO Hambro Investment Management as an executive director and senior investor within its endowments and foundations group.
06/18/2014
UBS Global Wealth Management announces new Asia Paciļ¬c head of investment fund distribution
He joined UBS’ Products & Services Consulting unit in 2006
06/18/2014
THE former head of asset management at state-owned NAMA is to join property investment fund IPUT.
06/18/2014
Swiss Private Bank builds out Munich office with seven new hires
Opened the Munich office in March 2014, it is a branch of its German main office in Frankfurt