12/12/2013
Skandia head of wealth planning to leave (again)
He returned to the provider in February this year to head up its wealth planning division. However, a spokeswoman confirms Jelley has now left the firm by mutual consent.
12/11/2013
BNP Paribas announces senior Investment, Private Wealth Roles In Asia-Pacific
He is responsible for strengthening relationships with global distributors, private banks, family and multi-family offices
12/10/2013
Jefferies Wealth Head resigns to Join Hedge Fund
He joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/10/2013
Christie’s has hired Marc Sands as its chief marketing officer, a role that had been vacant for more than two years
12/10/2013
Neave’s responsibilities will be taken up by deputy managing director Steven Graham and Andrew Savill, business development director.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Architas, the multi-asset arm of Axa Wealth, has seen massive inflows in the past 18 months helped particularly by its relationship with the Axa Elevate platform.
12/09/2013
He will be based in Towry’s London office on New Fetter Lane, has most recently worked as an IRM portfolio specialist at BlueMountain Capital
12/09/2013
The German bank created a new senior position to govern compliance and risk management throughout the group
12/09/2013
He joins from Credit Suisse where he spent 15 years and the last 13 years working as a relationship manager with institutional clients
12/09/2013
BNY Mellon Wealth Management Revs Up Hiring
BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers
12/09/2013
Architas appoints head of intermediary sales
He most recently spent more than five years as a sales director at UBS Global Asset Management.
12/04/2013
NAB Names New JBWere Chief Exec
NAB Wealth executive general manager John Flavell said JBWere had performed well in recent years, expanding its domestic and global service offering as well as growing funds under advice in the areas of fixed income and global equities.
12/04/2013
Pioneer Investments appoints senior sales manager in Switzerland
Based in Zurich and reporting to Rainer Lenzin, Head of Switzerland, Matthias will develop and expand the position of Pioneer Investments’ Wholesale business in Switzerland, with a specific focus on banks, external asset managers and family offices.
12/04/2013
These moves builds on BNY Mellon’s receipt of a capital markets services licence in Singapore and gives it the ability to offer a unique SMA platform in Asia’s two largest private banking and wealth management hubs.
12/04/2013
UBS today announced a number of changes to its senior leadership team and Corporate Center structure.
12/04/2013
Fourth investment management partner to join Smith & Williamson
He d others in the ultra-high net worth sector.
12/04/2013
In line with RBC’s succession planning process, the Board of Directors today announced that Dave McKay, Group Head, Personal & Commercial Banking will be appointed as President at the Annual Meeting on February 26, 2014, and President and Chief
12/03/2013
He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.
12/03/2013
European Wealth appoints executive chairman
Prior to European Wealth, Morton was chief executive of Syndicate Asset Management and chief executive of Ashcourt.