02/19/2013
Hervé de Montlivault joins Banque Privée Edmond de Rothschild
He will take charge of the Private Banking Department of Banque Privée Edmond de Rothschild in April
Executive Moves
02/19/2013
Two new deputy chairmen and investor-appointee for AIMA council
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
ANZ's wealth, private banking roles offshored
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
Man Group Combines Hedge Fund Units, Names President
Ellis has oversight of the investment operations of Man’s three main investment divisions
02/18/2013
Carmignac Gestion hires Nordics head
At Carmignac he is based in Luxembourg, reporting to David Fegonese, global head of Sales.
02/18/2013
Barnes to leave UBS ‘dark pool’
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
Barings appoints Global Head of Distribution
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
Japanese market specialist joins SYZ Asset Management
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
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