04/28/2016
Julius Baer poaches Adam & Co director
Elsewhere, Paul McCafferty, who joined Julius Baer at the beginning of 2016 from Barclays Wealth has been named as deputy head of relationship management.
Executive Moves
04/28/2016
LCP Bring in Former FTSE Chairman as Property Fund Director
With extensive experience in structuring businesses, growing securities, banking, investment and advisory, Crowder will support the funds’ executive leadership team, providing a valuable independent overview and expertise from a wide range of invest
04/28/2016
Former Kleinwort Benson CEO appointed chair of struggling private bank
She was also a founding partner of Beaumont Capital Management and chief executive of Schroders Private Banking and Lombard Odier (UK).
04/27/2016
KPMG Names New Head For Scottish Operations
Accountancy and professional services group KPMG has appointed a new head to its Scottish business, saying this represents the first female senior partner of a big four accountancy firm north of the Border.
04/27/2016
Banque de Luxembourg Investments strengthens its multi-management team
“Following new recruitments in the past few years, mainly in the equities and fund distribution teams, we have also decided to strengthen our fund selection team”, says Fanny Nosetti, Head of BLI’s multi-management.
04/27/2016
GAM expands UK regional sales team
Tony will report to Douglas Branson, Head of UK Regional Distribution, GAM.
04/27/2016
Psigma hires UBS's head of charities
He was previously head of charities at UBS.
04/27/2016
Lombard Odier IM has strengthened its German and Austrian sales team
He joins from Vontobel Asset Management where he covered German institutional clients as a client service manager.
04/27/2016
Ex-Cofunds boss moves to Platform One
He was also the first chief executive of the Schroder’s unit trusts business, and was chairman of the Investment Association’s predecessor, the Association of Unit Trusts & Investment Funds.
04/26/2016
Seneca appoints finance and operations manager
Seneca Investment Managers has made good progress in the past year and David’s appointment is another signal of intent in terms of Seneca’s drive for growth.
04/26/2016
SFL appoints Client Management Director
Leader on the prime segment of the Parisian tertiary real estate market, the Société Foncière Lyonnaise stands out for the quality of its property portfolio, which is valued at €5.2 billion and is concentrated on the Central Busi
04/26/2016
Schroders said to make changes at board level
Schroders is preparing to refresh its board with two new non-executives this year as part of an olive branch to investors concerned about the unorthodox decision to appoint the wealth firm’s long-standing chief executive Michael Dobson as chairman.
04/26/2016
7IM poaches Nutmeg's Bungey for COO role
7IM has grown to £10 billion AUM by providing investment services to financial planners in the UK, and has recently expanded its platform functionality with a multi-currency offshore nominee, which is also being integrated with its award winning app
04/26/2016
Gonzalo Cuadra to chair LME User Committee
The User Committee was established in 2013. Mr Cuadra has served on the committee as vice-chairman since its inception.
04/26/2016
SocGen Names Head of Global Markets in Asia-Pacific
Garnier, who has been at the bank since 1998, succeeds Frank Drouet, whose promotion was announced a week ago.
04/26/2016
Saxo appoints Jeff Zorek as COO of Global Sales as expansion gathers momentum
Saxo has an impressive track record of evolving and diversifying its business to stay ahead in the trading innovation race.
04/26/2016
Ex-Alliance Trust Investments head joins Oldfield
After nearly six years at Alliance Trust Investments, Mr Troughton left his role as managing director in October 2013
04/26/2016
JHC Systems appoints new head of wealth solutions
His appointment is set to further strengthen our senior management team, and his experience will prove integral to developing and driving our long-term growth strategy forward.
04/26/2016
Saxo Bank hires ex Nomura exec Jeff Zorek as COO of Global Sales
Saxo has continued to attract top talent and build its management team with a number of appointments from major financial institutions over the past 18 months.
04/26/2016
Andrew Burwood appointed partner at Larking Gowen
He is relocating from London to Suffolk to take up the new role.