06/04/2014
A Merrill Lynch executive who resigned during a management shakeup earlier this year has joined Focus Financial Partners LLC in a position where he will help recruit top brokers away from his former firm.
06/03/2014
UBS appoints new CIO of wealth, private bank operations
UBS's wealth-management business has become more important to the lender in the wake of the financial crisis as it moved to slim its investment bank.
06/03/2014
UBS names new head for Asia-Pacific asset management business
Rene Buehlmann has been appointed as the next head of the Asia Pacific region for UBS Global Asset Management
06/03/2014
Goldmans names strategy head as it eyes wealth opportunity
Mr Scherr has been working with Lloyd Blankfein, chief executive, for several weeks
06/03/2014
He joined Lombard International Assurance in 2011 as Executive Director after 17 years with HSBC Private Bank in Luxembourg where he was deputy Chief Executive Officer.
06/03/2014
He was group chief financial officer of LCH.Clearnet Group Limited until May 2014 and has been a non-executive director of Rathbone Brothers plc since March 2006.
06/03/2014
Tullett Prebon is understood to be in advanced talks with a successor to chief executive Terry Smith.
06/03/2014
Wealth management group appoints investment strategist
She was formerly a senior equity strategist at Deutsche Bank and Bank of America Merrill Lynch.
06/03/2014
These promotions follow a successful year for the team including continued year on year growth and new work.
06/02/2014
e will take up the position in August.
06/02/2014
Chairman steps back from Rothschild London arm
The move does not signify a stepping back of de Rothschild from the management of the group, the person at the firm said.
06/02/2014
As of March 31, Natixis Global Asset Management had assets under management of €652.9 billion
06/02/2014
Charles Stanley hires former Aviva Investors chief as CIO
He will report into Anthony Scott, head of investment management and director at Charles Stanley
06/02/2014
European Wealth poaches Barclays Wealth banker
Has expanded its investment management team
06/02/2014
BAML hires Warburg veteran as City's senior ranks shift again
He will focus on UK clients and work closely with Simon Mackenzie-Smith, chairman of UK and Ireland corporate and investment banking.
06/02/2014
State Street Global Advisors , the asset management arm of State Street Corporation today announced five key appointments in the firm’s intermediary business, which provides products supporting wealth management professionals, including SPDR ETFs an
06/02/2014
Matthew Butcher, former head of research at Brewin Dolphin, has joined Dart Capital following a short break from the industry.
05/30/2014
Rathbone Brothers has poached James Vincent from Smith & Williamson to strengthen its London office.
05/30/2014
The company is in the process of implementing a year-long rotational development program
05/30/2014
Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.