08/16/2011
Williams de Broë appoints former Barclays Wealth VP
Williams de Broe has appointed a former Barclays Wealth vice president as an investment director.
Executive Moves
08/16/2011
Lombard Odier Star Lands Barclays Wealth Family Office Role
He joins from Lombard Odier, where he was working until June 2011 as a vice president.
08/16/2011
Bluefin Wealth architect de Soysa steps down
It blamed the attempt to restructure its wealth management business along the lines of de Soysa’s Australian advice firm Ipac Securities for a £62 million writedown in its accounts last year.
08/16/2011
Barclays Wealth appoints Head of Client Solutions, Asia
In this role she will work closely with various units across the Barclays Group to drive the origination, structuring and delivery of bespoke private investment banking solutions to ultra high net worth clients.
08/16/2011
Baird adds 5 Morgan Stanley advisors in Salt Lake City
Baird has hired five ex-Morgan Stanley Smith Barney advisors with more than $250 million in client assets to join a new branch office in Salt Lake City, the broker-dealer said Monday.
08/16/2011
HSBC Private Bank Boosts HNW team
Simon joins from Credit Suisse Private Bank and has more than 20 years experience in financial services, investment management and commerce.
08/12/2011
Renaissance boosts wealth management arm with two hires
Renaissance Advisors, an investment unit of Renaissance Group, has boosted its Moscow team by hiring Vagan Amichba and Kirill Schmidt.
08/11/2011
Adam & Co investment boss Harry Morgan steps back
Morgan is planning to study for a Masters in Business Administration degree at Edinburgh University.
08/11/2011
Deutsche PWM makes four hires in Birmingham
Deutsche Private Wealth Management, led by former Wealth Manager cover star Tom Slocock has boosted its Birmingham team with a stream of hires.
08/10/2011
Brewin Dolphin hires UBS Wealth trio
Brewin Dolphin hires UBS Wealth trio
08/05/2011
Credit Suisse appoints chief investment strategist of private banking
Credit Suisse has announced the appointment of Barbara Reinhard as managing director and chief investment strategist of private banking Americas.
08/05/2011
JBWere wealth head resigns
JBWere wealth head resigns
08/04/2011
BofA hires JPMorgan exec for global banking post
BofA hires JPMorgan exec for global banking post
08/04/2011
RBC names Asia head of wealth management
RBC names Asia head of wealth management
08/04/2011
JP Morgan appoints new head, casts eyes to Japan
JP Morgan appoints new head, casts eyes to Japan
08/04/2011
RBC Wealth Management names head of Asia
RBC Wealth Management names head of Asia
08/03/2011
Credit Suisse appoints chief investment strategist of private banking
Credit Suisse has announced the appointment of Barbara Reinhard as managing director and chief investment strategist of private banking Americas.
08/03/2011
Vistra appoints new private client director
Vistra appoints new private client director
08/03/2011
RBC appoints head of Asia fixed income
RBC appoints head of Asia fixed income
08/03/2011
Macquarie names head of its US financial sponsors practice
Macquarie names head of its US financial sponsors practice