05/23/2012
Another Top-Level Appointment At Coutts
He joins from Credit Suisse
Executive Moves
05/23/2012
Barclays bolsters Liverpool team
The Barclays Liverpool office continues to grow, providing the full range of wealth management and corporate wealth advisory services to clients across Merseyside and the North West.
05/23/2012
SEI appoints relationship director for Global Wealth Services
Prior to joining SEI she was head of strategic relationships for Close Brothers Asset Management in London.
05/23/2012
Rathbones boots Edinburgh office with Investec hire
He joins Rathbones from private client portfolio manager Investec Wealth and Investment Management where he was an investment manager.
05/22/2012
Ex-Barclays Wealth MD to lead Coutts' Asia push
will be based in Singapore, follows a raft of appointments in the products and services team at Coutts
05/22/2012
Photiou quits Mercer for Barclays’ corporate benefits arm
Katharine brings over 20 years' experience in the employee benefits and corporate consulting industry having worked in a number of senior roles at Friends Provident, and more recently at Mercer where she was responsible for building its workplace sav
05/22/2012
Sandy Cove Advisors hires new chief investment officer
Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.
05/22/2012
Canada Life appoints new head of wealth management division
The company has also hired Richard Priestly as executive director within its retirement income division.
05/22/2012
StanChart Private Banking Chief In Switzerland Departs
David Inglesfield, formerly regional head of private banking based in Geneva, Switzerland, has left the bank.
05/22/2012
Falcon Private Bank appoints head of private banking in Hong Kong
She is a seasoned professional with more than 25 years of industry experience.
05/22/2012
Maxim Group expands equity research team
Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.
05/21/2012
Enhance Group boosts team with ABN hire
He was formerly with ABN AMRO Bank and Trust Company
05/21/2012
Nick Reid steps back from UBS investment banking role
Nick Reid is stepping down as co-head of European, Middle Eastern and African investment banking at UBS, according to a memo seen by Reuters, to spend more time with clients as the firm seeks to rebuild its market share.
05/21/2012
Smith & Williamson hires former Amundi director
He has come on board at Smith & Williamson as a director and use his 33 years' experience working in financial services to run portfolios and charity money.
05/18/2012
Jelf to boost its HNW proposition
In a move aimed at boosting its mid and high net worth proposition, Jelf Insurance Brokers has appointed two new members
05/18/2012
Swiss asset managers bag GAM China equity star
Prior to his move to EFGAM he was a senior fund manager at GAM
05/18/2012
Coutts appoints Head of Investment Solutions
He joins from Credit Suisse where he served a five year tenure as Market Group Head, UK Domestic
05/17/2012
Credit Suisse deals chief heads to Temasek
He will be succeeded by Scott Lindsay, a 30-year veteran of Credit Suisse and its predecessor, First Boston.
05/17/2012
Citi Private Bank expands West Coast team
He joins from JPMorgan's wealth management group
05/17/2012
Barclays adds four advisers to New York wealth team
Barclays has announced that it has hired four Investment Representatives who will be based in New York in the Wealth and Investment Management division.