04/02/2014
Brewin Dolphin director and head of investment management Stephen Ford says: “We have no in-house products and research has been a key component of our portfolio management service at Brewin Dolphin since 1997.
04/01/2014
Global aggregate chief exits Amundi
A spokesperson for Amundi confirmed to Citywire that Hanoune left the firm on March 28. It has not been revealed where he is headed.
04/01/2014
Charles Stanley's Cardiff office opens it doors
The company hired a team from Barclays Wealth at the end of last year and the new office will be headed by Andrew Stansfield.
04/01/2014
Knadel boosts London team
Prior to joining Knadel he worked with Hearthstone Investments as Sales Director focusing on the design, development & distribution of a new Residential Property Fund.
04/01/2014
He replaces Heather Bestwick who left Jersey Finance in December.
04/01/2014
He was appointed to the board in November 2008 and has served as chairman of the Risk Committee since its establishment in December 2010.
04/01/2014
Michael Russell has been recruited from Nomura onto the £384 million Hermes US Small and Mid-cap Equity fund.
04/01/2014
Former Merrill Lynch Bank (Suisse) exec joins Coutts
She has 22 years’ financial services experience in Geneva and in New York.
03/31/2014
Swiss banking group boosts UK consultant team
He will also be responsible for overseeing relations with consultants throughout the United Kingdom.
03/31/2014
Hedge fund star Stephen Stonberg has joined Winton Capital Management
03/31/2014
Charles Stanley names head of investment management
Before his latest appointment Scott was a director in Charles Stanley’s asset management department with responsibility for charities, private clients and the inheritance tax portfolio service.
03/31/2014
Waverton hires Newton man in charity push
Waverton Investment Management has hired Ian Enslin, formerly of Newton, to its charities team.
03/28/2014
The group's preliminary results state the outfit achieved an operating profit of £4.6m compared to £6.2m in 2012. However, revenue was up by 4.6% to £79.6m compared to £76.2m the previous year.
03/28/2014
Morrissey added that Newton is still ‘hugely committed’ to its charity team, which manages £3.6 billion, and in February the firm launched a growth fund for charities.
03/28/2014
Aldermore appoints former Coutts CEO as Chairman
Glyn brings a deep knowledge and experience of the skills necessary for a Non-Executive Chairman, having previously held the role at Towry Holdings, Hermes Fund Managers and BT Pension Scheme Management.
03/28/2014
Ex-Northern Rock exec joins UK Wealth manager as chairman
Wealth manager will replace its outgoing chairman with former Northern Rock executive chairman in June.
03/27/2014
Canaccord Genuity Wealth appoints UK chief
Esfandi joins Canaccord Genuity Wealth most recently from Ashcourt Rowan
03/27/2014
Citi hires Morgan Stanley private banker
Before Morgan Stanley, Kersh served at HSBC Investment Bank and the Bank of New York covering institutional clients.
03/27/2014
Bank J. Safra Sarasin appoints new Chief Economist
He has joined Bank J. Safra Sarasin from the International Monetary Fund
03/27/2014
He had taken up the Pakistan CEO position at Standard Chartered just last month