10/10/2014
Jupiter director among departures following Rathbones deal
Jupiter Asset Management's head of central client services has left the firm after seven years, following the sale of its private client business to Rathbones.
10/10/2014
Jackson's departure follows the announcement last month that three Killik partners, including CIO Paul Kavanagh, are to leave the firm to launch their own venture.
10/10/2014
UBS revamp prompts hiring of ex-Deutsche CIO
He will be working together with teams in distribution, operations and marketing to manage the products and ensure “effective investment performance management” that will be tracked across various parameters, the memo said.
10/09/2014
The departure is the latest in a series of prominent resignations from the private bank.
10/08/2014
HSBC Holdings PLC is to lose two board directors at its U.K. unit amid a toughening of Britain’s rules around bank officials’ accountability
10/08/2014
Standard Chartered, Barclays and Citigroup are the biggest international banks in Africa, but they are facing increasing competition from Asian banks, including Chinese ones
10/08/2014
Horrell is set to begin his new role at Fidelity at the start of April 2015 subject to regulatory approval.
10/08/2014
First Names Group is delighted to announce the appointment of Matt Haynes as Group Business Development Director. Matt’s appointment will significantly strengthen the Business Development team, as the international Group continues its ambitious orga
10/08/2014
The wealth advice manager for Towry said the four newcomers have joined as a result of the recent acquisition of Baker Tilly’s private client financial advice and investment management business.
10/08/2014
He is joining the French firm's multi-asset solutions group, headed up by Charles Janssen, and London-based Harte will also be a member of the tactical asset allocation & research team led by CIO Colin Graham.
10/07/2014
Merrill Lynch recruited an advisor generating $1 million in annual revenue from rival wirehouse UBS, according to a statement from Merrill.
10/06/2014
His likely appointment was revealed by The Australian Financial Review on Sunday afternoon.
10/06/2014
Leading Swiss private bank appoints new Global Head Private Banking
He joins after a long-standing career at Credit Suisse and Clariden Leu
10/06/2014
The head of Citigroup Inc’s Mexican unit Banamex has resigned, the bank said, after problems this year that included a major loan scandal that generated hundreds of millions of dollars in losses.
10/06/2014
Sanlam recruits new head of Worcester office from St. James’ Place
He was formerly head of operations at the Large Business Unit at St. James’ Place
10/03/2014
ANZ Wealth research manager departs
It is understood he resigned on 12 September.
10/03/2014
J.P. Morgan Asset Management names co-heads of global solutions business
The spokesman said there's no information to disclose at present regarding a replacement for Mr. Falcon's previous role as head of retirement.
10/03/2014
He will be responsible for running the operation in Jersey and growing its book of business.
10/03/2014
The appointment comes after Old Mutual Wealth recruited BUPA chairman Sandy Leitch as a non-executive director in July.
10/03/2014
RBC Capital Markets has shuffled the leadership of its team of bankers that advise private-equity firms, poaching UBS AG's U.S. head of financial sponsors, Matthew Stopnik, to become joint head of sponsors at the Canadian investment bank