11/27/2015
Israel's second-largest bank hires from Killik as private banking boss retires
A direct descendant of Queen Victoria, joins the business after four years at Killik.
Executive Moves
11/27/2015
Towry boosts London financial planning team
He joins from PwC's investment advisory team where he worked for two years on private client propositions.
11/27/2015
Norway Boosts Wealth Fund Oversight With New Deputy Governor
Debate over whether tighter oversight is needed for the fund, which owns 1.3 percent of global stocks, has been swirling since 2014 after a probe into its investment in the Formula One auto racing group.
11/26/2015
Duncan Higgs re-joins Towers Watson
The company is now one of the world’s largest fiduciary managers and has delegated responsibility for over US$75 billion of assets worldwide.
11/26/2015
JM Finn appoints wealth planner from UBS
At JM Finn she will be responsible for establishing and building a team to develop an internal wealth planning function, providing support for the firm’s existing clients.
11/26/2015
Lloyd Harris appointed lead manager on OMGI Corporate bond fund
The group said the Lloyd Harris’ promotion, effective 1 December, will allow Johnson to concentrate on building the fixed income business.
11/26/2015
UniCredit names new UK transaction banking head
He is tasked with strengthening the bank’s UK-based capabilities and business in trade finance and cash management.
11/26/2015
Kleinwort Benson hires Brewin investment manager
She will add to our comprehensive range of investment management services, and we are pleased to have her onboard.
11/25/2015
Mike Balfour steps down from Thomas Miller Investment
Executive director Bruce Kesterson is serving as interim chief while TMI looks for a permanent replacement.
11/25/2015
EY poaches PwC partner
Bullock previously headed PwC's client team and has over 25 years' experience.
11/25/2015
Deutsche Bank to cut most German jobs in private client ops: Handelsblatt
Deutsche Bank said last month it would slash 15,000 jobs and shed businesses employing some 20,000 staff. Around 4,000 cuts, net of new hires, are to be in its German home market.
11/25/2015
Oppenheimer hires Samir Patel as credit desk analyst in Europe
Oppenheimer has hired Samir Patel as a director and credit desk analyst within its European subsidiary
11/24/2015
PE-backed Asset International beefs up staff with new appointments
John Lee has been appointed Advisor to Global Custodian
11/24/2015
Coutts Private Office director departs
He was previously a director at Barclays Wealth and Investment Management, specialising in UK resident clients and families. Before that, he was a lawyer at Freshfields.
11/24/2015
Global equity income manager exits Sarasin in reshuffle
His departure follows the recent hire of Simon Steele and Neil Mitchell.
11/24/2015
Davy Asset Management appoints fund manager from T Rowe Price
He has 15 years of experience, including eight years covering European consumer companies at T. Rowe Price.
11/24/2015
EdenTree builds bond expertise with manager hire
EdenTree Investment Management has eight funds specialising in ethical investment and over £2.4 billion in assets under management.
11/24/2015
UBS veteran joins Sherborne appointments on Electra board
Barnes was appointed following activist investor Sherborne manager Edward Bramson
11/24/2015
Paul Levene joins J.P. Morgan Asset Management as analyst
He was previously a senior analyst at Ferox Capital LLP.
11/24/2015
Francis Clark Financial Planning expands Exeter-based team
Exeter-based Francis Clark Financial Planning has recruited five new personnel to strengthen the team advising private clients and firms throughout the South West.