02/19/2013
Vestra on look-out for MD after former partner's surprise exit
‘We always had a view to getting someone in to try and help me run the business, and do more of the day-to-day stuff, so we are looking to see if that person is out there.’
02/19/2013
UBS lands ex-Morgan Stanley adviser in New York
Berkley had been an adviser with Citigroup and joined Morgan Stanley Wealth Management
02/19/2013
Barclays promotes head of South Asia to global role
Under his leadership, Barclays has seen the size of its South Asian team in Asia triple, and assets under management double yearly since 2010.
02/19/2013
He will take charge of the Private Banking Department of Banque Privée Edmond de Rothschild in April
02/19/2013
The Alternative Investment Management Association (AIMA), the global hedge fund association, has announced two Deputy Chairmen from its existing Directors and also an investor-appointee to the AIMA Council.
02/19/2013
The jobs targeted for offshoring involve administration of the pension funds of high net worth individuals, the FSU said.
02/19/2013
Standard Chartered Names Head of Mideast M&A
He switches into the new role after having served as the head of corporate finance and equity capital markets for the Middle East and Africa (ECM) at the Royal Bank of Scotland.
02/18/2013
Ellis has oversight of the investment operations of Man’s three main investment divisions
02/18/2013
At Carmignac he is based in Luxembourg, reporting to David Fegonese, global head of Sales.
02/18/2013
He is expected to start his own consultancy business.
02/17/2013
RBC Wealth Management boosts UK Private Client Wealth Management team
He He joins from Deutsche Bank Private Wealth Management where he was a Senior Director in charge of the London Ultra High Net Worth desk.
02/17/2013
He has over 20 years’ international experience in the asset management industry and has held a number of senior leadership roles within the sector, at firms including Gartmore, Invesco and HSBC Asset Management.
02/17/2013
He joins SYZ Asset Management with 17 years’ experience of the Japanese market.
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
Reyl Group has appointed Guillaume Micolau as a senior wealth planner
02/14/2013
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 provides clients with customized private banking and wealth management services.
02/13/2013
TD Wealth provides clients with customized private banking and wealth management services
02/13/2013
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
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.