01/09/2014
Delta Capital Partners Hires Managing Partner for Cayman Islands, Ireland and UK
Delta Capital Partners LLC announced today that John Fox has joined the firm to further develop its business and maintain a presence in the Cayman Islands.
01/08/2014
Deutsche Asset & Wealth Management has appointed Philip Poole as head of research.
01/08/2014
Royal London Asset Management has appointed Tracy Fennell has head of marketing.
01/08/2014
Credit Suisse's chief financial officer in Europe, the Middle East and Africa has left the firm and will be replaced by a high-ranking risk officer.
01/08/2014
David Douglas-Home, Earl of Home, has retired as chairman of Coutts & Co.
01/08/2014
He joins from Schroder Investment Management
01/08/2014
He will be based in London and is responsible for all business development activity via intermediaries, to include lawyers, accountants, IFAs, consulting firms and mortgage brokers.
01/08/2014
National IFA hires ex-FCA supervisor as compliance chief
She has joined the firm from her previous role as lead associate at the FCA since July 2012.
01/08/2014
PwC appoints Bob Hair to private client business
In his new role he will be managing the interests of private clients and their families.
01/07/2014
During her 25-year stint at Morgan Stanley she earned the nickname Cruz Missile on Wall Street for overseeing some of the bank’s biggest revenue generating units during her tenure at the company.
01/07/2014
RSM TENON'S former CFO and CEO have both officially stood down from Baker Tilly following a handover period.
01/07/2014
PwC to build up family office service
Hair was at Turcan Connell Asset Management from 2004 until November 2013, most recently holding the roles of executive director and head of financial planning.
01/07/2014
In his new role, he will be responsible for supporting and developing relationships with corporate advisers. He will report to Standard Life head of the partnered business development Martin Trenchard.
01/07/2014
J.P. Morgan Asset Management has introduced individual lead managers on three UK equity funds previously run by a single team.
01/07/2014
Quilter Cheviot chief executive Martin Baines says: “The promotion of Jane and Andy is a reflection of the value they bring to the business and of our ambitious growth trajectory.
01/07/2014
A leading global growth private equity firm, today announced promotions of eight staff members in TA's Boston, Hong Kong, London, Menlo Park and Mumbai offices, effective January 1, 2014.
01/07/2014
Schroders has appointed Andrew Shiels as chief risk officer for its private banking and wealth management team.
01/07/2014
Willem Klijnstra and Chris Jeffery will work on tactical asset allocation research and strategy when they join the firm in March.
01/07/2014
As a result, Ian Butler has been made lead manager of the £138m JPM UK Strategic Equity Income fund. Thomas Buckingham and Ben Stapley will remain portfolio managers on the fund.
01/07/2014
The firm has also taken on Calyn Chan Gardner, who previously worked at Schroders, as product development manager for Europe and Asia.