07/10/2014
UBS has bolstered its team of bankers that advise private-equity firms
Prior to J.P.Morgan, Mr. Souza held roles at Bear Stearns, General Electric Commercial Finance, SG Cowen & Co. and Citigroup Inc.
Executive Moves
07/10/2014
Banque de Luxembourg appoints new head of sales
Thanks to his experience in fund selection, he has excellent knowledge of the investment methodology and is in close contact with the fund managers and analysts.
07/10/2014
Deutsche Asset & Wealth Management Adds Two Private Bankers in Los Angeles
With more than 10 years of industry experience, Coombe joined the Firm as a Director and Private Banker.
07/10/2014
Unigestion boosts London team
She joins Unigestion from Energy Alpha Strategies, where she was a director and head of Investor Relations
07/09/2014
Andrews Gwynne hires from Leeds Redmayne office
Leeds private client manager Andrews Gwynne has poached the founder of Redmayne Bentley’s investment management team David Scott.
07/09/2014
Deutsche Oppenheim Family Office expands board
Deutsche Oppenheim is now Germany's largest family office
07/09/2014
Rothschild hires RBS’s ex-global head of equity syndicate
According to the Financial Conduct Authority (FCA) register, the new position is Taylor’s first role since his exit from RBS over two years ago.
07/09/2014
Wealth Management group expands team with two new hires from Barclays Wealth
Their arrival follows the recent appointment of Stockbroker John Fletcher.
07/09/2014
Deutsche Asset & Wealth Management hires rival’s US equity chief
His appointment is part of the German group’s push to strengthen its Americas-based equity investment team and follows the hire of Richard Glass in April last year who was named US head of small and mid cap value equities.
07/09/2014
Deutsche names senior funds exec to head UK
He most recently served as DeAWM's Co-Chief Investment Officer alongside Asoka Woehrmann, will be based in London and lead all of DeAWM's business in the UK.
07/09/2014
Wealth Management Association appoints new CEO
The Wealth Management Association (WMA) has announced that Chief Executive Tim May is to step down from the role later this year.
07/09/2014
BNY Mellon Appoints Head of Distribution for Private Bank
20-Year Sales Leadership Focus on Private Bank and RIA Channel Distribution
07/08/2014
Societe General appoints new managing director of South African branch
SGSS has been providing securities services in South Africa to domestic clients in the country for over 20 years and offers a full range of services to asset managers, global custodians, investment banks and broker dealers. Its overall offering in South A
07/08/2014
Smith & Williamson appoints new head of banking
He joins the firm from CAF Bank, where he was Chief Executive Officer.
07/08/2014
MetLife drafts in Aviva’s Thomas to build business
She will lead a marketing team at MetLife that aims to capitalise on the retirement income rule changes announced in March’s Budget.
07/08/2014
BNP Paribas Wealth Mgt hires new head of non-resident Indians
The team focuses on Indian entrepreneurs with a client centric investment and lending advisory model together with promoter and family advisory capabilities.
07/08/2014
Barclays Wealth and Investment Management loses UK and Europe head
A spokeswoman at Barclays Wealth & Investment Management (W&I), confirmed the departure and wished him well for the future.
07/08/2014
FINMA appoints Giger as deputy CEO
The Board of Directors of the Swiss Financial Market Supervisory Authority FINMA has now completed all the appointments to its Executive Board
07/07/2014
RBC hires Standard Chartered PB deputy to head offshore arm
She joins RBC from Standard Chartered Private Bank in Jersey where, since 2011, she has been Executive Director and Deputy to the Head of Private Banking.
07/07/2014
Schroders hires British Cycling coach to aid manager performance
Schroders has hired British Cycling’s head coach as a consultant, tasking him with analysing the behavioural biases of senior fund managers.