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.
01/07/2014
Charles Stanley compliance director Venetia Malpas has left the firm to take early retirement.
01/07/2014
Smith & Williamson hires Premier Asset Management’s Chris Norsworthy into sales team.
01/06/2014
Accenture has made key appointments to its global leadership team, creating new roles in strategic areas of its business.
01/06/2014
Two new directors have been appointed at KPMG's tax team in the Thames Valley.
01/06/2014
Lazard Ltd announced today that Bozidar Djelic has joined the firm as a Managing Director in the Sovereign Advisory Group, based in Paris.
01/06/2014
Square Mile Investment Research has appointed Simon Davies to role of chairman and founding investor.
01/06/2014
He also previously worked at Merrill Lynch, SG Hambros, and Coutts.
01/06/2014
Coutts & Co UK finance director has left the business after three years.
01/06/2014
Paul Harrington joins from Westhouse Securities and James Simpson from Jefferies.