Managers of Wealth Offshore

Rathbones boosts Liverpool team

He joins Rathbones from XCAP Securities Plc where he was head of asset management

Quilter expands UK regional footprint with new office

Quilter has enhanced its regional expansion with the opening of a new office in North Wales.

Ex Morley Fund Management chief joins Heartwood board

He was recently deputy chief executive and chief operating officer of Hermes Investment Management

Brown Shipley appoints new Head of Private Banking in the North West

In his new role, Julian will be responsible for all investment management, pension, financial planning and banking teams in Brown Shipley’s Manchester office.

Barclays Wealth recruits from Coutts for UK regional senior private banker role

Wales is becoming an increasingly important area for wealth managers

Ascentric recruits from HSBC for new sales and marketing director

joins from HSBC where he was UK Head of Commercial Wealth Management.

Butterfield names Executive Chairman designate

He was previously Chief Executive Officer, HSBC North America

Advent Announces CEO Succession Plan

He has been with Advent since 1994

Natixis to cut several hundred jobs

Most of the job cuts will be outside France, in the corporate and investment bank division, adds Les Echos.

Credit Suisse hires MF Global’ exec as equity analyst for Japan

The hire comes after Credit Suisse last year added analysts in Japan to cover autopart makers, transportation and banking.

New World Bank appoints VP for East Asia and the Pacific

She previously worked as Vice President for the Latin America and Caribbean Region of the Bank

Raymond James builds private client team

Effective immediately, David Finley joins the firm as senior vice-president and branch manager of the Toronto flagship branch on the 53rd floor of Scotia Plaza.

Barclays Wealth appoints Head of Strategic Partnerships

He joins Barclays Wealth from PricewaterhouseCoopers

Independent financial services firm elects new partner

Mr. Krotee received a Bachelor of Science in Economics from the United States Military Academy at West Point and a Masters in Business Administration from Duke's Fuqua School of Business.

Barclays hires ex HSBC CIO for customer service tech head

The bank announced plans to invest £1 billion in retail technology and branch refurbishment over four years in July 2010.

Banks in Asia Duel Over Top Talent

Challenge is Twofold: Keep Expenses Under Control and Recruit Stars, Especially Experts on China

Direxion names new senior regional sales director for the Northwest region

Mr. Pirri is responsible for selling and distributing all of Direxion's buy-and-hold alternative investment strategy products to financial advisors across all channels, including wirehouses, regional broker dealers, registered investment advisor (RIA

Major Spanish lender said to cut global markets staff in Asia

The Madrid-listed lender has ramped up its presence in Asia in recent years by gradually increasing its investment in China's seventh largest bank by assets and opening branches in the region.

WTAS promotes private client services practice director in Los Angeles

Daniel has more than 11 years of experience consulting with wealthy families on income tax planning and wealth transfer.

US wealth firm makes three key additions to its senior team

Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de

Executive Moves