07/10/2012

Fairbairn PB boosts private banking team

"Her enthusiasm to grasp the technical aspects of the role, coupled with her dedication to building strong relationships with her clients, makes her a very welcome addition to the team,’’ commented Cameron Walker, head of relationship man

07/10/2012

Kleinwort Benson appoints private wealth management head

His recruitment follows on from the recent appointment of Andrew Wheeler as executive director, business development, Valentina Tacchino as head of private wealth management international and Clive Wright as head of private wealth management offshore.

07/09/2012

Concert Wealth adds $100 mln adviser team

Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.

07/08/2012

Duo team up as IFA sector faces upheaval

TWO veteran financial advisers are teaming up to create a wealth management firm that will capitalise on opportunities created by sweeping changes to regulation.

07/08/2012

Source appoints Swiss director

He was previously a sales director at BNP Paribas Investment Partners in Zurich, where he was responsible for fund distribution to banks, asset managers, life insurers and family offices in Switzerland.

07/05/2012

Ashcourt Rowan appoints chief execs

The appointments are part of group chief executive Jonathan Polin’s change management programme, and what is described as an acknowledgement of the pair’s contribution in the group’s restructure.

07/04/2012

Cazenove Capital appoints Head of European Sales

He joins from GAM London Limited where as Client Director he built a strong track record in promoting a range of single manager hedge funds, global fixed income and absolute return emerging market debt strategies across the UK, Continental Europe, Austral