04/09/2014
Raymond James Hires Adviser Team from J.P. Morgan Securities
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/09/2014
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/08/2014
Oldest private bank in Germany appoints new PB head
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Close Brothers brings in five analysts for research team
Close Brothers Asset Management is strengthening its research capacity through the appointment of a number of dedicated equity analysts
04/08/2014
SSgA appoints Byrne as DC investment strategist
State Street Global Advisors has appointed former Towers Watson consultant Alistair Byrne as a senior defined contribution investment strategist.
04/08/2014
Autonomous partner to join funds giant
One of the founding members of financial research boutique Autonomous is to join $2 trillion fund giant JP Morgan Asset Management, in the latest high-profile switch from the sellside to the buyside.
04/08/2014
Both are already directors of Stanhope Capital’s holding company and will now expand their roles.
04/07/2014
International law firm launches City private wealth practice
The hires come a decade after the firm witnessed the exit of its entire private capital
04/07/2014
The moves mark the biggest management reorganization since 2012
04/07/2014
He joins from FF&P from Quartilium
04/07/2014
In 2007, she started her own company, CNB AG, focusing on business consulting and art dealing.
04/04/2014
Ruffer co-founder Jane Tufnell is set to retire after 20 years at the wealth management firm.
04/04/2014
RBC Investor & Treasury Services makes Swiss hire
RBC Investor & Treasury Services, part of Royal Bank of Canada, has hired Pascal Thorens as managing director of Switzerland.
04/03/2014
RBC Wealth Management hires financial adviser from Barclays
Platt was the director of wealth and investment management
04/03/2014
He brings over 25 years of transfer pricing experience, most recently as partner with KPMG in London,
04/03/2014
Rathbones bolsters Edinburgh office with Barclays hire
Rathbones also recently strengthened its Edinburgh office with the promotion of Sally Tait.
04/02/2014
CFO steps up to CEO at Kleinwort Benson
Kleinwort Benson chief executive Sally Tennant was replaced with immediate effect yesterday, stepping down as head of the private bank.
04/02/2014
As the wealth industry continues its transition, shaped by regulatory, consumer, and competitive forces, Financial Simplicity has an exciting future ahead
04/02/2014
F&C Investments has hired Aberdeen’s Scott Spencer to work in Rob Burdett and Gary Potter’s multi-manager team.
04/02/2014
Van Lanschot boosts Board of Managing Directors
The appointment is included on the agenda of the Annual General Meeting of Shareholders to be held on 15 May 2014.
04/02/2014
Deutsche Asset & Wealth Management strengthens its APAC coverage team
We have significantly strengthened our team in APAC to ensure we give our clients seamless access to all the products and solutions DeAWM offers