11/26/2013
UBS Switches Lead Manager on EM Infrastructure Fund
UBS has reinstalled Manish Modi as lead manager on its emerging markets infrastructure fund after current manager Sanjeev Joshi was reassigned.
Executive Moves
11/26/2013
Geneva-based private bank makes senior Asia hire
He will be promoted to president and representative director of the Japanese unit effective Dec. 17.
11/25/2013
James Hambro boosts team with Towry hire
He started his career with Marscholleck, Lautenschläger and Partners where he advised predominantly individuals in the legal profession.
11/25/2013
S&P picks Citi custody division head for chief executive
A Citigroup executive has been named president of Standard & Poor’s Ratings Service.
11/24/2013
Carmignac UK distribution head Wright quits for NewSmith
The appointment is part of the continuing development of NSAM’s business following SuMi Trust’s - one of the largest asset managers in Asia - investment in its parent company NewSmith LLP in 2012.
11/21/2013
Close Brothers boosts board
She has extensive investment management experience, most recently at First Eagle Investment Management
11/20/2013
BNY Mellon Wealth Management appoints senior director for business development
He was previously a senior adviser to JSBO Realty & Capital and Source Capital Group.
11/20/2013
Private wealth management business head joins Credit Suisse
He joins from Julius Baer, where he was managing director of its private wealth management business.
11/20/2013
R C Brown Raids Rowan Dartington Senior Team
Bristol based discretionary investment firm, R C Brown Investment Management (RCBIM) has recruited the team that managed the ‘Signature' investment proposition for Rowan Dartington.
11/20/2013
SAC Executive to Resign Amid Shifts
Sol Kumin, SAC's chief operating officer, will leave the firm at the end of January
11/19/2013
Amundi boosts Executive Committee
Several appointments have been made to Amundi's Executive Committee, chaired by Yves Perrier.
11/19/2013
Triangle appoint ex Barclays Head of International Wealth Advisory
He has over 25 years of experience working at the highest level of the offshore private banking and trust industry, having been Head of International Wealth Advisory for Barclays Group and offshore Commercial Director of Fortis Intertrust.
11/19/2013
Sanlam Expands With Investment Manager Hire
Sanlam Private Investments has hired an investment manager for its Harrogate office
11/19/2013
Clive Dixon named one of ePrivate Client’s 50 Most Influential for 2014
Moore Stephens Isle of Man, leading providers of multi-sector accountancy, consultancy and financial services, is pleased to announce that managing partner Clive Dixon has been named one of 50 Most Influential People for 2014 by ePrivate Client for the se
11/18/2013
Two Quit Invesco Perpetual to Join Woodford
Two members of Neil Woodford’s team at Invesco Perpetual are to leave the firm
11/18/2013
BNY Mellon Wealth Management Boosts UHNW Team
The former team leader will continue to serve on the firm’s investment strategy committee.
11/18/2013
Former Collins Stewart Man Launches Raymond James Kent office
Faversham-based Redman, who also formerly worked at Gerrard, has an ethically and socially responsible investment approach
11/17/2013
EY poaches KPMG's ex-private client head
EY has recruited the former head of KPMG's private client practice.
11/17/2013
BofA desk head joins JPMAM for global income role
J.P. Morgan Asset Management has hired the head of Bank of America Merrill Lynch’s global equity sales desk as co-manager on its £86m Global Equity Income fund.
11/17/2013
Rothschild & Cie Gestion launches in Italy
Paris-based asset management company Rothschild & Cie Gestion has opened a branch in Milan, joining Rothschild Global Financial Advisory which has already been in the Italian market for 20 years.