02/17/2013
Japanese market specialist joins SYZ Asset Management
He joins SYZ Asset Management with 17 years’ experience of the Japanese market.
Executive Moves
02/14/2013
Saffery Champness lands HMRC heritage expert
"I had not intended to continue to work after my retirement from HMRC. However, Saffery Champness offered me the chance to continue to work in the specialist area of the national heritage aspects of inheritance tax."
02/14/2013
Tax advisory firm Reyl appoints senior wealth planner
Reyl Group has appointed Guillaume Micolau as a senior wealth planner
02/14/2013
Threadneedle confirms date of CEO succession
In their new roles, both Mr Fleming and Mr Henderson and will report to Ted Truscott, CEO of Global Asset Management for Ameriprise.
02/13/2013
TD Wealth Names Mason Salit as Wealth Market Leader for NYC
TD Wealth provides clients with customized private banking and wealth management services.
02/13/2013
TD Wealth appoints new head of U.S. investments
TD Wealth provides clients with customized private banking and wealth management services
02/13/2013
Merrill Lynch Hires Wells Fargo, Morgan Stanley Advisers
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
Psigma continues expansion with opening of first regional office
The opening of the Birmingham office further leverages Psigma’s ability to share the intellectual capital and expertise of the Punter Southall Group which now has eight Birmingham-based wealth management specialists.
02/13/2013
Barclays bolsters Manchester wealth arm with Coutts and UBS hires
Barclays has made two senior hires in its wealth and investment management office based in Manchester, with the appointment of Elizabeth Bird and Samantha Beach.
02/13/2013
Fleming Family & Partners hires ex-UBS man for client push
He was marketing and business development manager at Buckland Capital Partners, a family office established in 2008.
02/13/2013
SG Wealth steps up recruitment drive to cope with client influx
He was previously an adviser at neighbouring Norwich firm Financial Futures FA
02/13/2013
Wealth adviser expands Aberdeen office with two new advisers
The expansion of the team has prompted Towry to start its search for larger premises, and it hopes to move to a new office in the city later this year.
02/12/2013
UBS financial services co-head to leave
He has led UBS's FIG team in Europe, Middle East and Africa (EMEA) since 2008.
02/12/2013
Barclays appoints director for wealth mangement business in India
Barclays, announces the appointment of Mr. Shajikumar Devakar as Director
02/12/2013
Top UBS Executive to Depart
The trading loss raised serious questions about the firm’s oversight
02/12/2013
Legg Mason appoints new CEO
The Board is unanimously aligned with the direction Joe wants to take the company and believes his no-nonsense management style will enable a fast start on the path to rebuilding Legg Mason as a premier asset management company.
02/11/2013
Benjamin Edwards hires ex-UBS advisers, opens office
Benjamin F. Edwards & Co, a boutique brokerage with family ties to the old A.G. Edwards & Sons
02/11/2013
Independent wealth manager appoints new partner
A Director of IFA firm Saunderson House for the last 22 years, the appointment sees him reacquainted with his old firm’s former Chief Executive Officer
02/11/2013
Barclays announces 3,700 job cuts
Almost half of those job losses will come at its investment bank.
02/11/2013
Blackstone Said to Add Executive in Push for Fund Stakes
In his previous position at Barclays he was responsible for overseeing banking relationships with over 50 asset managers.