06/11/2012
Colin Beveridge and Kaori Ishii have set up Edinburgh-based Slim Cat Investments to give investors access to research on stocks for a flat fee of £150 a year, instead of the usual percentage charge.
06/11/2012
Durkin joined Cenkos in 2005 as head of corporate broking, and took the reins at the end of 2011 after the departure of chief executive Simon Melling in July. In December, the company began a review of its executive structure.
06/11/2012
We expect his knowledge, experience and leadership will be invaluable as we work to grow Instinet’s European business.”
06/11/2012
He moves to London from the United Arab Emirates, where he worked for Credit Suisse Private Banking.
06/11/2012
He will initially join the FSA board in September as a non-executive director and deputy chair and work with Martin Wheatley, CEO designate of the FCA.
06/08/2012
Towry has appointed Coutts head of private banking
06/08/2012
He joins Vestra from Deutsche Bank
06/08/2012
She joins the company on 11 June.
06/07/2012
Elizabeth Armstrong and Natalie Palmer are both well established, senior members of the Darlington-based firm’s team, specialising in wills, trusts, probate, Inheritance and Capital Gains Tax planning, and elderly client issues.
06/07/2012
Swiss private bank appoints Spanish head
He joins from UBS Wealth Management in Madrid, where he spent eight years, having previously worked at Spanish Banco Urquijo, CNMV national financial investments authority and Arthur Andersen.
06/07/2012
Goldman Sachs Asset Management declined to comment.
06/07/2012
RLAM appoints new business development manager
He previously worked at Occam Asset Management and then Liontrust Asset Management
06/07/2012
Newton Investment Management’s Terry Coles is taking on the role of lead manager on the firm’s Overseas Equity fund.
06/07/2012
CQS' former top sales and marketing executive has a new job.
06/07/2012
He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.
06/07/2012
He joins from Bain & Company, where he had been a senior partner since 2006. At Bain, Lioliakis was client head for European financial institutions, specialising in organic and non-organic growth strategies with a focus on retail and commercial
06/06/2012
Guardian Wealth appoints new MD:
Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.
06/06/2012
He joins from Urban Premium where he was joint Managing Director and fund manager of the OPCI Urban Retail Invest, a fund focused on French prime retail properties.
06/05/2012
UBS AG, the world’s third-biggest manager of money for the rich, promoted Alexander Friedman to serve as the global chief investment officer for both of its wealth management units.
06/05/2012
He was formerly Swiss Rock’s head of customer service for private clients and family offices