Among the highlights of February were a series of defections from Morgan Stanley Private Wealth Management to Rothschild and a top-level appointment by Barclays Wealth for EMEA.

US

BNY Mellon Wealth Management hired Michele Bucklin as a sales officer based in Seattle, reporting to Nancy Pellegrino, regional president for the Pacific Northwest.

Prior to joining BNY Mellon Ms Bucklin was a private wealth advisor and portfolio manager at Wachovia Securities and led a team that managed $250 million in client assets.

New York-headquartered Fiduciary Trust International named Gail Cohen, executive vice president and general trust counsel, and Mackintosh Pulsifer, executive vice president and chief investment officer, as vice chairpersons of the firm. Mr Pulsifer was also appointed to Fiduciary Trust’s board of directors, of which Ms Cohen is already a member.

Mr Pulsifer continues his role as chief investment officer, charged with leading investment policy and growing awareness about the firm’s wealth management capabilities.  He also co-chairs the firm’s asset allocation committee, chairs the equity strategy committee and is lead manager of the Franklin Large Cap Equity fund.

Ms Cohen also continues as a member of Fiduciary Trust’s board and as the firm’s general trust counsel. Her responsibilities include the trust and estates departments, the firm’s relationship management efforts and the regional office infrastructure.

Fiduciary Trust also made the following three management promotions:

The role of Luke Fowler, executive vice president - business development, was expanded to include the management of Fiduciary Trust’s marketing and custody departments.

Stephanie Birrell Luedke was promoted to executive vice president - investment management. 

Larry Sternkopf, chief financial officer, was additionally appointed chief administrative officer. He continues to oversee banking, treasury and finance and assumes responsibility for the tax department.

Florida-headquartered GenSpring Family Offices promoted Christina Burroughs to president of its family office in Phoenix, Arizona.

The change came as Mark Feldman, founder of the firm’s Phoenix office, was asked to assume broader responsibilities to manage the firm's growth. Although he remains based in Phoenix, he is now responsible for staff across GenSpring’s offices and is a member of the firm’s operating committee.

Barclays Wealth hired Preston McSwain – formerly of Neuberger Berman – as a managing director and investment representative for its Boston office.

In his new position Mr McSwain acts as an advisor to high net worth clients, coordinating integrated wealth plans, and is responsible for many of Barclays Wealth’s most significant relationships in New England. He reports to Marty Courage, managing director, Boston branch manager and New England regional manager.

Mr McSwain also brought with him a four-strong, as yet unnamed, team from Neuberger Berman.

Dale Fritz was appointed executive vice president and chief investment officer for Jacobus Wealth Management, a family office based in Wauwatosa, Milwaukee County.

Mr Fritz has previously worked with Brinson Partners/UBS Global Asset Management in Chicago, London, Tokyo and Zurich, and spent eleven years with Bank One Wisconsin Trust.

Rosemary Berkery, former general counsel at Merrill Lynch, was appointed vice-chairman by UBS Wealth Management Americas.

Ms Berkery, who spent 19 of her 25-year career at Merrill in its legal department, also worked in executive positions at the company, heading the marketing and solutions group within Merrill’s private client business as well as the firm's research unit. She left when Merrill was acquired by Bank of America in January 2009.

Raymond James Financial confirmed that Paul Reilly will succeed Tom James as chief executive at the start of May, as was first announced by the company in March 2009.

Mr Reilly became president of the company in May 2009.

Morgan Stanley expanded the leadership team at its investment management business with the appointments of Jeffrey Shames as a senior advisor and Edmond Moriarty as chief operating officer.

Mr Shames was formerly chief executive officer and chairman of MFS Investment Management, positions which he retired from in 2002 and 2004 respectively. He is now responsible for strategy across all business areas at Morgan Stanley Investment Management, and also takes on the role of senior advisor at the firm’s global research division.

Mr Moriarty, meanwhile, was most recently a senior risk executive at Bank of America. In his new position he is responsible for operations across MSIM, including finance and risk management, and additionally serves as chief operating officer at the global research division.

Both new employees report to Gregory Fleming, president of MSIM.

Jimmy Tighe left Morgan Stanley Smith Barney to join Merrill Lynch Wealth Management, as business and resource integration executive.

Mr Tighe worked at Citigroup for 16 years before spending the last seven months at Morgan Stanley Smith Barney, where he was a regional manager overseeing the New York metropolitan area.

He will report to Lyle LaMothe, head of US Wealth Management for Merrill.

Chicago-based William Blair & Company appointed Daniel Charles as global head of distribution for William Blair Investment Management, a newly-created role he will take up on 10 March.

Mr Charles joins the firm from Janus Capital Group, where he served as a member of the firm’s executive committee, and where as vice president and head of institutional and international he was responsible for Janus’ global institutional business, including sales, client service, and consultant relations.

In his new role Mr Charles will report to Michelle Seitz, head of investment management and a member of the firm's executive committee. 

Memphis-based Evolve Financial Group appointed Lewis Holland to the board of directors of Evolve Bank & Trust.

Prior to his retirement in 2009 Mr Holland served as president and chief operating officer of Henry Turley Company, a development and real estate firm.

New Jersey-based boutique wealth advisory firm Brinton Eaton named financial services industry veteran Marla Markowitz Bace as chief marketing officer.

Ms Bace had been working for Brinton Eaton on a consulting basis for the last six months and had previously been head of global marketing best practices at UBS Wealth Management and CMO at J H Cohn, a national accounting and consulting services company.

UBS Wealth Management Americas reportedly made a series of leadership changes at its US brokerage unit with appointments across wealth management solutions, wealth management partnerships, and marketing.

Mike Perry was named as head of wealth management advice and platforms, incorporating the bank's former investment solutions and wealth planning business units.

Jim Hausmann, previously head of products and services, will lead the division's market investments and institutional platforms, while John Hannasch, who was the chief operating officer of products and services, will leave UBS.

Sue Emanuel, currently the head of segmentation, was appointed to the newly-created role of head of client development.

Alan Bowser will become head of investment services, and continues to be responsible for internal sales specialists and consultant teams in the field.

Jasper Lewitton was appointed head of marketplace insight and intelligence, a new position. Marsha Askins, meanwhile, will assume the role of interim head of advisory and solutions marketing, and Patrick Corry will become head of brand marketing, another newly-created role.

Baird recruited a team of eight brokers from Morgan Stanley Smith Barney: Bill Johnson, John Craddock Snr, Paul McWane, John Craddock Jnr, Tommy Collins, Andrew Flowers, Prescott Terrell and Aubrey Mason.

The team, which is believed to have collectively managed over $450 million in client assets, is charged with founding Baird’s first wealth management office in Lynchburg, Virginia.

Sprott Asset Management, the Canadian firm which manages discretionary accounts, mutual and hedge funds, appointed Scott Colbourne as a senior portfolio manager.

Prior to joining the firm Mr Colbourne was a senior fixed income portfolio manager at TD Asset Management, where he was part of a team that managed all of the firm's active fixed income institutional, retail and private client assets.

The co-head of investment management at Goldman Sachs, Marc Spilker, is reportedly retiring after 20 years at the Wall Street firm.

Edward Forst, senior strategy officer, will fill Mr Spilker’s role, working with Tim O’Neill, the current co-head of investment management.

Butterfield Fulcrum, the Bermuda-based fund administrator, appointed Mark Boyes as director of business development.

In his new role Mr Boyes is responsible for identifying and developing strategic partnerships to help expand Butterfield Fulcrum’s client base throughout Europe and its surrounding emerging markets. He reports to Joost Lobler, head of business development for the EMEA and Asia-Pacific regions.

Mr Boyes was formerly business development director at Carey Group Service UK. His prior career also includes various commercial roles with Fortis Prime Fund Solutions and having been an administrator at Global Asset Management on the Isle of Man.

BlackRock appointed Robert Doll as chief equity strategist. Mr Doll will continue to manage BlackRock's US Large-Cap Series portfolios, and lead the “internal investment debate” within the fundamental equities division, according to the firm.

The new head of BlackRock’s fundamental equities business will be Quintin Price, chief investment officer for Europe, the Middle East and Africa. Mr Price will oversee portfolio management, trading and management of the investment staff, and set the division’s business priorities and strategic direction.

Paul Walker-Duncalf was named head of fundamental equity trading, a new position with global responsibility. Mr Walker-Duncalf will retain his responsibilities as head of international fundamental equity trading.

Steele Alphin, the chief administrative officer of Bank of America, is leaving his post after 33 years with the firm, to be succeeded by Andrea Smith, who has been named global human resources executive.

Ms Smith most recently served as the senior human resources executive for global banking and markets, global commercial banking, global wealth and investment management, global technology and operations, among other segments. She has worked at the firm since 1988.

Michael Hickey joined First Republic Private Wealth Management as a managing director and portfolio manager for First Republic Investment Management, which provides equity and fixed-income investment portfolio services.

Mr Hickey, who is now based in San Francisco, was most recently a director and senior portfolio manager in Citigroup’s fixed-income division, responsible for taxable and tax-exempt assets. His career at Citigroup spanned some 15 years.

BNY Wealth Management appointed David Emmes as head of west coast markets and Erich Smith as head of central markets as part of its growth strategy in the US.

In their new roles, Mr Emmes will oversee client service and sales in Nevada, California and the Pacific northwest, while Mr Smith is responsible for the Colorado, Ohio, western Pennsylvania and Texas regions. Both report to Larry Hughes, president of US markets, and are responsible for setting strategy to expand the company’s presence and capabilities to serve clients in their designated regions.

Mr Emmes, who joined BNY Mellon in 2000, was latterly the president for southern California. Mr Smith, meanwhile, takes on the new role in addition to his position as head of wealth strategy and planning, in which he oversees the bank’s national team of wealth and estate planning strategists. He has been with the firm since 1991.

Collins Stewart appointed Anthony Dwyer as managing director and chief equity strategist in the US.

Prior to joining Collins Stewart, Mr Dwyer worked at FTN Equity Capital Markets as an equity market strategist and was a member of the FTN Midwest Securities Investment Committee, which he later chaired.

Westwood Trust, a subsidiary of Westwood Holdings Group, appointed Gregg Ballew as a senior vice president for its private wealth management team.

Mr Ballew joins the firm from Northern Trust, where he was regional managing director of the wealth advisory group in Texas.

Wells Fargo Private Bank made a trio of hires in the Washington, DC area: Al Behar was been appointed senior trust and fiduciary specialist and Jast Sohi joined as a senior private banker, with the last of the new recruits being Eric Schoener, a wealth advisor.

In his new role Mr Behar is responsible for providing trust and agency account administration to Wells Fargo’s existing clients, along with developing new trust and estate service business relationships.

Mr Sohi joins Wells Fargo from US Trust Co, where he was head of banking and credit for the Washington, DC office. His new role is focused on banking and credit and the provision of banking relationship management for clients.

Finally, Mr Schoener specialises in working with high net worth individuals and families. He also joins from US Trust Co.

Paul Isenberg was named vice president of business development for The Haverford Trust Company.

Mr Isenberg was previously an account executive at Engle, Hambright & Davies, a risk management firm in Philadelphia.

Tom Poprocki was named the new chief executive officer of The Ziegler Companies, succeeding John Mulherin.

Mr Poprocki spent the last five years as president of the firm and was responsible for the firm's investment banking, capital markets, and wealth management business lines.   

Lara, Shell & May, the Virginia-headquartered independent wealth management firm, appointed Robert Walterman as its new chief operating officer, along with recruiting five advisors as it expands its presence in the DC Metro area.

Mr Walterman has some 30 years of experience in the financial services industry and counts Cowen & Company/SG Cowen, Lehman Brothers and Prudential Securities among his former employers. In his new role as COO his primary focus will be to help recruit top advisors at a national level through building on the attractiveness of the firm’s culture and mission, LSM said in a statement.

The five advisor appointees are: Steve O'Brien, previously first vice president at Smith Barney’s Reston office; Beth Levine, formerly vice president, wealth management at Smith Barney’s Bethesda branch; Paul Corley, previously vice president, wealth management at Smith Barney in Tulsa; Curtis Congdon, latterly of Ameriprise; and Douglas McPherson, a broker-agent specializing in advising construction and aggregate company owners.

US Trust, Bank of America Private Wealth Management named Thong Nguyen as west division executive, based in San Francisco. He succeeds Tracey Warson, who joined Citi Private Bank as managing director and west coast regional executive.

Mr Nguyen was most recently head of BoA’s fiduciary solutions group, the trust, tax, estate and fiduciary elements of the bank’s global wealth and investment management unit.

Chris Heilmann will take over as head of the fiduciary solutions group in New York.

Northstar Wealth Partners, the Connecticut-based financial planning firm, expanded its team with the addition of a new wealth advisor, Ryan Morrissey. He joined from Morgan Stanley Smith Barney, where he was a financial advisor.

The New York arm of Collins Stewart, the UK-listed financial services firm, strengthened its technology research team with the appointment of Louis Miscioscia as a managing director and research analyst.

In his new Boston-based role Mr Miscioscia will cover IT hardware, electronic supply chain and business services.

Mr Miscioscia was previously an analyst at Brigantine Advisors, a technology-focused research boutique that he co-founded.

Clifton Saik was named chief wealth management officer for Hancock Holding.

Mr Saik joined Hancock Bank in 1998 as trust and financial services director, and has more than 21 years of trust banking experience.

In his new position, Mr Saik oversees Hancock's wealth management division - including trust, investment brokerage, insurance, private banking, and investment management - and the integration of those functions into the company's money management strategies.

First Hawaiian Bank promoted Rachel Hanlon to senior vice president and team leader, private banking division from vice president and manager in that team.

Rockefeller & Company appointed Michael Marsh as a senior vice president of the company.

In his new Washington-based role Mr Marsh is responsible for business development. He works closely with Paul Veith, managing director, as well as investment, client advisory and other professionals throughout the company to develop investment management and other opportunities.

Mr Marsh was latterly a managing director in the strategic and business development division at Lynx Investment Advisory, responsible for sales and marketing.

Dallas-based Comerica Bank, which has a wealth management arm, added two new wealth management advisors to its team in Fort Worth, Texas.

Jay Bartley and Elizabeth Elgie were appointed senior vice presidents and senior wealth advisors at the company’s Fort Worth office.

Baird Private Wealth Management hired Dennis Rowland from Morgan Stanley Smith Barney to head a new office in St Paul, Minnesota.

Mr Rowland, who will hold a senior vice president title at the firm, will also be responsible for recruiting financial advisors for Baird.

In his prior role Mr Rowland was a branch manager for both St Paul and Duluth, Minnesota.

Atlantic Trust appointed Christine Lucero to its Boston office as an associate vice president and wealth strategist.

Prior to joining Atlantic Trust, Ms Lucero was an estate-planning specialist with Fidelity Personal Investments.

Yorkville Advisors, the New Jersey-based investment manager to a family of funds, appointed Lester Garrett as managing director and Jason Dawkins as senior vice president. They will be responsible for managing and growing Yorkville’s energy portfolio.

Both men join from BlueCreek Energy, a Denver company that was acquired by Yorkville in December 2009. They aim to expand Yorkville's energy portfolio through Standby Equity Distribution Agreements - a type of financing pioneered 8-years ago by Yorkville - equity investments, mezzanine debt, and acquisition opportunities.

BlackRock appointed Kendrick Wilson as vice chairman and member of the office of the chairman.

In this role Mr Wilson will work with employees throughout the firm to support client relationships, the firm said. He will also work closely with the executive management team on various organisational and professional development efforts.

Mr Wilson served as an advisor in the US Treasury Department between 2008 and January 2010. Before this he was vice chairman – investment banking at Goldman Sachs, having also served as a member of the executive office and chairman of the financial institutions group.

UK

Old Broad Street Research appointed Ruli Viljoen as head of investment research, while also announcing that Emma O’Neill has joined the investment research team. Mr Viljoen, who joined OBSR at the beginning of last year, has previously been a portfolio manager at South Afirca’s TriAlpha Investment Advisors.

Lombard Odier, the Geneva-based private bank, appointed Kevin Corrigan as head of credit, based in London. Mr Corrigan was latterly European and global head of credit at Goldman Sachs, responsible for $40 billion in credit assets.

Schroders Private Banking hired a further three private bankers - Nico Coats, Dominic Liversedge and Grant Hamilton – from Merrill Lynch Global Wealth Management’s London-based discretionary team. The defections followed those of directors Rob Rydon, Tim Gibbons, Alex Roe and Graham Harrington, who also went to Schroders.

Lombard Odier, the Geneva-based private bank, appointed Kevin Corrigan as head of credit, based in London. Mr Corrigan was latterly European and global head of credit at Goldman Sachs.

Standish Mellon Asset Management, part of BNY Mellon Asset Management, appointed Simon Surtees as fixed income product specialist in London. In his new role Mr Surtees will be responsible for business and product development for Standish’s non-US clients and prospects.

Helen Watson, a managing director based in London, resigned from Morgan Stanley’s UK private wealth management. Ms Watson is believed to have joined the Wall Street bank’s private wealth management arm in 1991, subsequently serving as a portfolio manager within its investment group between 1998-2002 and going on to be appointed as a managing director of Morgan Stanley in 2005.

UK AIM-listed wealth manager Brooks Macdonald hired two new private client fund managers. Michael Divers joins from Shore Capital where he worked with high net worth clients in discretionary portfolio management.

London-based PVE Capital has added two members to its investment professionals team, bringing the total number to six, as its assets under management have reached over $300 million.

Elena Ciampichetti was appointed head of credit research. She joins from Citi, where she spent nine years as a managing director in fixed income, prior to which she worked at both Merrill Lynch and Credit Suisse. Judith Newman joins the firm as a research analyst. Ms Newman most recently worked at Credaris, where she worked with PVE Capital partners Gennaro Pucci and Christian Evans.

Barclays Wealth appointed Henry Fischel-Bock as head of London, International Private Bank for Europe, Middle East and Africa, replacing Michael Demirel, who has left the firm.

The international division of Close, which is ultimately part of the Close Brothers Group, appointed a new managing director for its Guernsey and Isle of Man-based banking businesses. Graham Sheward joins from Zurich Bank International, where he was managing director.

Seattle-based Russell Investments boosted its UK private client services team with three new advisor support hires.

Alistair Wilson, who was appointed regional director for North England, joins the firm from Scottish Widows UK, where he was an investment development manager.

John Dowson, who was named regional director for Scotland and Northern Ireland, was latterly regional sales manager overseeing a team of consultants across Scotland for Skandia.

Lester Curley, now regional director for the Midlands, was most recently with Standard Life, where he was business development manager for the sales investment team.

RBC Wealth Management recruited Thomas Brockley a former UBS banker with over $160 million in assets under management, for its Albany, New York office. Mr Brockley was named senior vice president – financial consultant and senior portfolio manager – portfolio focus. Also joining RBC along with Mr Brockley are Andrew Murphy, financial consultant, and Kimberly Bullis-Rauh and Lisa Lewis Santos, who have been appointed senior registered client associates.

Principal Investment Management, the UK private client portfolio manager owned by South Africa’s Sanlam Group, named Stephen Jones as its new chief investment officer. Mr Jones joins Principal from Gartmore Investment Management, where he was head of European equities and on the board of directors. Prior to that he was a fund manager at Prudential Group.

Rathbone Investment Management, the UK discretionary investment manager, expanded its Cambridge office with the appointment of Louise Hudson - latterly of NW Brown - as investment director. Ms Hudson joins an existing team comprised of Christopher Day, Mark Winchester, Paul Snow and Simon Whitmore, who together set up the Cambridge office in 2001.

Sixten Eriksson, a private banker specialising in the Scandinavian market, resigned from Credit Suisse in London. Mr Eriksson is believed to have worked at the Swiss bank for some 14 years.

FF&P Asset Management, part of Fleming Family & Partners, the London-based multi-family office, appointed Simon Peck as its new chief executive. Mr Peck replaces Richard Fitzalan Howard, who has been CEO since FF&P Asset Management’s inception in 2000 and has now been named as chairman.

HAIL, the alternative investment division of HSBC Private Bank, appointed Paul Forshaw as its new head of real estate fund management. In his new role Mr Forshaw is responsible for devising and implementing real estate strategy within the global private bank. He reports to Chris Allen, chief executive of HSBC Private Bank’s alternative investment division.

Merrill Lynch Wealth Management recruited Ritesh Rihani from Barclays Wealth to take up the newly-created role of head of alternative investments for wealth management across Europe, the Middle East and Africa. While at Barclays Wealth Mr Rihani was responsible for origination and distribution for hedge funds, building out portfolio management capabilities, the feeder fund platform and tax efficient alternative products for specific markets.

Threadneedle, the London-based asset manager, bolstered its UK Equity High Alpha team with the appointment of Chris Kinder from RWC Partners.

HSBC Private Bank appointed Bassem Snaije as head of its London-based Middle East and North Africa team. Mr Snaije joins from Cosmos Advisors and Pegase Partners Group based in Paris, where he was managing director and partner advising on private equity, real estate and M&A, with a particular focus across the Middle East.

Quartet Capital Partners recruited Nigel Olliff, an investment manager, from Berry Asset Management. Mr Olliff, who specialises in running private client portfolios as well as researching and analysing structured products, will join the firm in April.

UBS Global Asset Management appointed John Nestor as its new head of UK.

Morgan Stanley’s private wealth management business appointed former HSBC manager Heather Roper as an investment advisor for the UK. Based in London, she will focus on UK clients as the firm expands its business in the EMEA region.

Lombard Odier, the Geneva-based private bank, expanded its London-based team of private bankers covering Middle Eastern clients with the appointments of Ziad Al Toura and Matthew Garnham, who formerly spent four years working together on Credit Suisse’s Middle East desk.

News emerged that Chris Morrell, the manager of JP Morgan’s Emerging Alpha Plus fund is to step down. Replacing Mr Morrell in managing the $180 million fund will be Ashraf el Ansary, who has served on JP Morgan’s emerging markets team since 1999.

Dalton Strategic Partnership, the UK investment manager, appointed Nick Mottram as a partner and portfolio manager within its global equity team. He joins DSP from Origin Asset Management, the independent investment manager he co-founded in 2004 with four other partners.

Stanhope Capital, the London-based multi-family office, recruited Guy Paterson, the former chief executive of Unigestion UK. Mr Paterson will join Stanhope’s client advisory group as a partner later this year.

Liverpool Victoria Asset Management appointed Piers Hillier as its new chief investment officer. In his new role, which is based in London, Mr Hillier reports to Ann Roughead, LVAM’s managing director.

Merrill Lynch named Charles-Henry Courtois head of international trust and wealth structuring, reporting to David Jervis, head of EMEA wealth management. Mr Courtois joined Merrill Lynch in 2007 as director of international trust and wealth structuring and in this role he has been responsible for trust and fiduciary products for EMEA, establishing trusts for ultra high net worth clients.

Collins Stewart Wealth Management, part of the London-listed financial services firm Collins Stewart, hired Christian Redman - formerly of Barclays Wealth - as an associate director.

Tenet Group, the UK IFA network, promoted Jon Barham to head of sales. Mr Barham will be responsible for recruiting new IFA firms and new advisors into existing firms for Tenet’s Connect and LIME divisions. He will report to George Eleftheriou, sales and marketing director.

Mercer expanded its implemented solutions team, which is part of its investment management business, with the addition of two investment specialists. Niall O'Sullivan joins the company as a liability-driven investment portfolio manager and will be based in Dublin. Mr O’Sullivan was latterly a principal at QED Dublin, where he focused on solutions-driven investment opportunities with banks and insurance companies. Mercer also appointed Rekha Ravichandran as implemented consulting specialist based in Mercer's Leeds and Birmingham offices.

Rothschild named Nigel Higgins as its incoming chief executive as the group changes its management structure.

Hanover Search & Selection promoted Chris Field as an associate partner responsible for continuing and developing the firms presence within the international private banking and wealth management areas, focusing more specifically on the EMEA, Levant and central and eastern Europe, Middle East and Africa regions. He had been working for three years as a senior researcher and his new responsibilities include maintaining the client relationships through the recent acquisition of Napier Scott, the recruitment firm.

Quilter appointed Crawford Armstrong as regional sales manager as part of plans to grow its business in Scotland. Mr Armstrong, who joins from Scottish Widows, is based in Glasgow in his new role.

Syndicate Asset Management, the UK-listed fund management group, appointed Chris Gillam as an IFA relationship manager to its Chelmsford-based wealth management business, Ashcourt Rowan. In this newly-created role, Mr Gillam will be responsible for the promotion of the firm’s discretionary asset management services to independent financial advisors in the region.

Towry Law, the UK-based private client and wealth advisory, strengthened its Aberdeen-based team with the appointment of Euan Milne as an associate wealth advisor. Mr Milne joins from Lloyds Bank.

Newton Investment Management, the London-based asset manager, appointed Matthew Coyle and Matthew Dey to its Edinburgh-based private investment management team to increase its discretionary capabilities.

Mr Coyle joined the firm as an assistant portfolio manager, and will be focusing on managing portfolios for private clients, trusts and charities. Prior to joining Newton, Mr Coyle worked at Thornhill, where he assisted in the management of client portfolios as well as providing administration and operational support to the company directors. Mr Dey joins Newton as a trainee portfolio manager.

Jo Dawson, wealth and international director at Lloyds Banking Group, resigned from the firm to pursue other opportunities.

London-headquartered Liontrust Asset Management hired John Ions to the new post of retail head in preparation for the launch of a number of new products as part of plans to rebuild the business. Mr Ions was formerly chief executive of Tactica Fund Management and was previously joint managing director of SG Asset Management and chief executive of Societe Generale Unit Trusts.

The Private Office, a Leeds-based high net worth boutique, appointed two new partners. The wealth manager was founded in November 2008 by its seven partners and AWD Chase De Vere, the UK-based independent financial advisory and wealth management firm.

Investec Guernsey appointed a new head of treasury, Marc Krombach, responsible for the bank’s asset and liability management in the Channels Islands.

Insynergy Investment Management, the London-based boutique, has appointed Steve Croucher as its chief operating officer. Mr Croucher joins Insynergy after a fifteen-year tenure with Skandia.

Credit Suisse appointed Dan Draper as a managing director and head of exchange-traded funds within its asset management business, a role he will start later in the spring. Mr Draper was formerly a managing director and global head of ETFs at Lyxor Asset Management.

London law firm Speechly Bircham hired Kate Troup as a senior solicitor to join its financial services team. She joins from Farrer & Co.

Barclays Wealth appointed Tim O’Connor as a director in its intermediaries division. In his new, London-based role Mr O’Connor will report on the distribution of the firm’s products and services to professional intermediaries, and will report to Ian Burns, managing director, UK, Mediterranean and Europe for Barclays Wealth Intermediaries.

Eden Financial, the City-based broker and asset manager, bolstered its wealth management division with the appointment of Alex Khan as a senior investment advisor from Arjent, the London-based investment boutique where he focused on US equities.

Jupiter Asset Management appointed John Chatfeild-Roberts to succeed Edward Bonham Carter as chief investment officer; Mr Bonham Carter had been jointly Jupiter’s CIO and chief executive since 2000.

AWD Chase de Vere, the UK-based independent financial advisory and wealth management firm, appointed Carl Pimlott to the newly-created role of head of professional development and training.

Future Capital Partners, the London-based alternative investment boutique, appointed Glen Stewart as business development manager. In his new role Mr Stewart will be responsible for building FCP’s relationships with clients and intermediaries, and for further developing the firm’s intermediaries network, which include financial institutions, wealth managers, IFAs and accountants.

Mourant du Feu & Jeune bolstered its litigation practice with the promotion of three senior associates to the partnership: Jersey advocates Bruce Lincoln and Justin Harvey-Hills, together with Cayman Islands-based attorney Peter Hayden.

Harrogate-based PFP Group appointed Killian Connolly as an assistant portfolio manager to bolster its wealth management arm. In his new role Mr Connolly will assist in the management of private client portfolios and will report to Tim Price, investment director at PFP Wealth Management.

Switzerland

The board of directors of Swiss private banking group Julius Baer will propose Claire Giraut, chief financial officer of Ipsen, for election as a new member of the board at its AGM on 8 April 2010. Ms Giraut has been chief financial officer of the global speciality pharmaceutical group Ipsen since 2003.

Julius Baer hired Daniel Hausammann from Credit Suisse for its non-benchmark oriented investment solutions group. Mr Hausammann, who will report to Yves Robert-Charrue, will be responsible for increasing the firm’s non-benchmark oriented investment solutions.

Vontobel, the Swiss private banking group, hired Marco Bacchetta as the new head of sales for its brokerage business. Mr Bacchetta, who takes over at Vontobel in August, was most recently head of equity sales and a member of the executive board at Neue Zürcher Bank.

The Zurich-based law firm Kuoni hired Bernhard Schmid, formerly of UBS, as a partner. Mr Schmid, who was latterly head of UBS’s legal division, is to lead the firm’s work in the banking practice area.

Pictet & Cie, the Geneva-based private bank, announced that Ivan Pictet, senior managing partner since 2005, is to step down with effect from 30 June this year. Mr Pictet will be succeeded as managing partner by Jacques de Saussure.

Investec Trust Switzerland, part of the South Africa and UK-based Investec Group, appointed Elliot Goodman as senior trust manager, as well as team head. Mr Goodman joined the firm from an independent trust company in Geneva.

Geneva-based Banque Profil de Gestion hired Patrizio Merciai as chief investment officer and also enlarged its team of managers. Mr Merciai joins from Merrill Lynch Bank (Suisse) where he was director of wealth management.

Julius Baer hired Andreas Feller, a veteran banker who has previously worked for Bank Vontobel and Clariden Leu. Mr Feller was appointed head of investment advisory in Zurich.

Europe

Heritage Capital, the merchant banking division of Banque Heritage, appointed Niels Nooy as managing director and head of emerging markets trading for EMEA and Latin America. He joins from Phoenix Partners Group, where he was responsible for launching and building its emerging markets group.

At the same time, Veronika Orekhovskaia, formally of Lombard Odier, Michael Rimmell, joining from Natixis, and Severine Carayon, formally of Kyte Group-Market Securities, joined Heritage Capital in London as directors.

Credit Agricole appointed Bruno de Laage as deputy chief executive alongside Jean-Yves Hocher and Michel Mathieu. Mr de Laage, who joined Crédit Agricole de la Charente in 1978, took up the role on 1 March for the division comprising the regional banks, LCL, international retail banking and payment systems and services.

Mr Hocher, appointed deputy CEO in 2008, will now oversee the division comprising the group’s specialised business lines, including private banking. He joined Fédération Nationale du Crédit Agricole in 1989 and was appointed head of specialised services in May 2008.

Mr Mathieu, who was recently appointed deputy CEO, will assume responsibility from 1 April for the financial and strategic steering division.

Ashar Qureshi of Cleary Gottlieb Steen & Hamilton was named CEO of the asset management arm of Renaissance Group, a Russian-headquartered financial services firm. At the same time, Adrian Harris of Schroders Investment Management was appointed head of distribution, and Karol Chrystowski of BlackRock will join as a fund manager. Additionally, Plamen Monovski has been named chief investment officer-designate of Renaissance Asset Managers,

Deutsche Bank named Elizabeth Dorsch COO for its fiduciary services division. Based in Guernsey, Ms Dorsch will be responsible the firm’s global trust business. She joined the firm from RBC, where she spent 22 years and was most recently managing director for the Bahamas.

Nomos-Bank, a Russian firm serving high net worth individuals, appointed Vladimir Rykunov as CFO. He joined the bank in 2008 as an advisor.

Swedbank named Björn Elfstrand head for the Stockholm region, effective 1 April. He is currently CFO and head of staff within the Swedish banking division. He succeeds Magnus Gagner-Geeber, who has been appointed head of large corporates within the bank’s new large corporates and institutions business area.

Werner Peyer, the veteran private banker who has held senior positions at UBS and Coutts, will take over as CEO of the Monaco-based Compagnie Monegasque de Banque, part of the Italian Mediobanca group. He was one of the four vice-chairmen at UBS Wealth Management & Swiss Bank. He left the Swiss banking giant in May last year.

Lombard International Assurance, the Luxembourg-based private bancassurance company, appointed Matt Moran as its new CFO. He was most recently director of finance and chief financial officer at Anglo Irish Bank.

BG Capital, a Ukrainian-based subsidiary of Bank of Georgia which serves private clients, appointed Vitaly Vavrischuk and Aleksandr Romanov. Mr Vavrischuk, who joins from Dragon Capital, will be specialising in macroeconomics, banking sector and debt instruments analysis. Mr Romanov, who joins from Concorde Capital, will focus on retail sector, property and infrastructure analysis.

Alfa Capital, a subsidiary of the Russian-based Alfa Group appointed Kirill Kozyrkin as a portfolio manager within its investment team. He joins from Binbank Asset Management where he was head of investments.

VP Bank Group, the Liechtenstein-based private banking firm, appointed Roger Hartmann as CEO, effective as of 1 April. He will take over from Fredy Vogt, who has held role on an interim basis. Mr Vogt will revert to his former role as CFO. Mr Hartmann is currently a partner at Ernst & Young Luxembourg.

BHF-Bank, the Frankfurt-based private bank which is part of Luxembourg’s Sal Oppenheim, appointed Gilbert Fischer as head of its hedge fund sales trading unit. Mr Fischer joins from Cantor Fitzgerald where he was managing director in global equities and derivatives.

Credit Suisse confirmed the departure of Alexis Rodzianko, managing director and head of private banking in Moscow. Mr Rodzianko, who joined the company in 2006 as head of private banking in Moscow, will leave in June this year.

Otkritie, the Russian brokerage firm, appointed Temo Jorbenadze and Dmitry Perman as head and director of its newly created financing services group, respectively. Mr Jorbenadze joins from London-based VTB Capital, where he was a director of investment banking. Mr Perman most recently worked as a director at Advance Capital, the Moscow-based boutique advisory firm.

Van Lanschot Luxembourg, a subsidiary of Van Lanschot, the Dutch private bank, appointed Rob Berbee and Frank van den Biezenbos as directors of international wealth management. In their new roles the two men will be responsible for servicing the firm’s ultra-high net worth clients.

Glasgow-based asset manager Ignis appointed Johan Rydqvist to its European sales team to cover the Nordic region. He joined from Bank Sarasin Asset Management and reports to Philip Goldsmith, managing director Europe. The firm also hired Billie Croan from Irish Life & Permanent to the position of director, liquidity sales. He reports to Bruce Campbell, head of liquidity sales.

Natixis Private Banking International – owned by the French banking group BPCE – promoted Xavier Guyard to the position of CEO, based in Luxembourg. He has been deputy CEO since 2002. Franck Teyssonnier, also based in Luxembourg, takes over as deputy CEO. Most recently, he was head of the wealth management business line, of private banking clients and expertise within La Banque Privée 1818.

Meanwhile, Stéphane Girardot, based in Paris, was named director of expertise, marketing and communications of Banque Privée 1818. He is responsible for developing and promoting the private bank within its distribution channels: direct clients, the Group BPCE network and independent wealth management advisors. Mr Girardot joins from Sal Oppenheim (France), where he was director of marketing and communications.

Middle East

Merrill Lynch Wealth Management appointed Bill O’Neill as CIO Europe, the Middle East and Africa wealth management. He has been a senior member of the chief investment office team at MLWM since 2007. He reports to David Jervis, head of EMEA Merrill Lynch wealth management, and Michael O'Keeffe, chief investment officer, Merrill Lynch global wealth management. Prior to joining the firm, Mr O’Neill was a leading member of the asset allocation team at Barclays Wealth.

Carne Global Financial Services, the Dublin-headquartered hedge fund and asset management advisory, made a pair of senior hires for its Dubai office: Perry Jackson was appointed as managing director and Alison Magrath as director of compliance services, Carne Dubai. Mr Jackson was latterly managing director, head of MENA global prime finance at Deutsche Bank. Ms Magrath’s most recent role was head of the Dubai International Financial Centre Regulatory team at Al Tamimi & Co, the Gulf law firm.

Asia Pacific

CJC Global, the Australian international wealth management firm, added Nick Kalikajaros to its executive board to oversee operations in the Middle East and emerging markets, as well the Asia Pacific, Australia, Europe and North America. He has 21 years of experience in wealth management and private banking, having held senior positions with the likes of Credit Suisse, Merrill Lynch, St George Bank, and UBS.

ANZ Banking Group officially appointed acting chief economist Warren Hogan to the role permanently after he took over from Saul Eslake in August last year. He was previously head of Australian economics and interest rate research at the bank.

GE Capital, the Australian financial services provider, appointed Skander Malcolm as CEO of GE Capital Australia and New Zealand. He was most recently the managing director of retail solutions for GE.

National Australia Bank appointed Anthony Yuen as a non-executive director of the bank's board. He was previously group managing director, Asia Pacific, for Royal Bank of Scotland. Prior to RBS, he held senior positions at Bank of America and National Westminster Bank, before it merged with RBS in 2000.

HSBC Private Bank expanded Desmond Liu's role as head of China to include oversight of its Hong Kong businesses. He had been head of China since September 2007.

Standard Chartered Private Bank hired Trevor Mak as market head for Hong Kong from Citi Private Bank, where he was managing director and market head. Stella Kong, who was vice chairman at Bank Sarasin, also reportedly joined Standard Chartered as market head for China.

Spain's Banco Santander appointed Alexander de Laiglesia to the newly-created role of head of asset management Asia in Hong Kong to help expand its asset management operations in Asia. Mr de Laiglesia, previously the bank's managing director, has been with the company for 20 years.

Standard Chartered Bank appointed Michael Thomas Pratt as a board director in Hong Kong, succeeding Stefano Paolo Bertamini. Mr Pratt is the head of consumer banking, China, and regional head of consumer banking, North East Asia. Prior to joining Standard Chartered, he was a consultant for KPMG in Australia and held various senior roles in the Bank of New Zealand, the Australian Financial Services and National Australia Bank.

New York-based asset manager Neuberger Berman Group expanded its Hong Kong operations with the creation of two senior roles. Jason Henchman, previously the Asia-Pacific (ex-Japan) head of legal and compliance at Legg Mason, is now the Asia-Pacific COO for Neuberger Berman's Hong Kong unit, while Chris Gunns, who was the regional manager for institutional sales and business development at ING Investment Management, is now the firm's head of consultant relations for the region.

ING Investment Management appointed Pranay Gupta to the newly-created role of CIO for its Asia Pacific operations in Hong Kong. Prior to the appointment, Mr Gupta served as deputy CIO for the company's Europe office. He joined ING in 2009 from Pearl Group, where he was deputy chief investment officer.

Credit Suisse appointed Edmond Carton to the newly-created position of ultra high net worth individuals segment head for the Middle East and Indian subcontinent. Based in Geneva, Mr Carton will lead a team of investment partners located across Bahrain, Dubai, Geneva, London and Zurich. Mr Carton joins from a Geneva-based multi-family office, where he served as vice-chairman and member of its executive committee.

India-based Avendus Capital, the institutional financial services firm, appointed two senior executives for its private wealth management business. Ritu Jain was named executive director for Avendus and will be based out of Delhi. She was previously the market director for Morgan Stanley. Kartik Kini joins the team as chief administrative officer from Deutsche Bank, where he was most recently a senior member of the India country management team.

Bank of America-Merrill Lynch named Pradeep Dokania as its head of global wealth and investment management for India. He was latterly head of BoAML’s Indian advisory business before being given this newly-created role. His successor at the helm of the advisory business will be Atul Singh, formerly head of Asia-Pacific global wealth and investment management strategy in Singapore.

Mitsubishi UFJ Financial Group will make changes to its board of directors effective 1 April 2010. Haruya Uehara, the deputy chairman and representative director, will become director of the board; Kinya Okauchi, presently director, will take over Mr Uehara's old position; Nobuo Kuroyanagi, president and CEO, will become director; while Katsunori Nagayasu, director, will become the new president and CEO.

The company also cited Takamune Okihara as a candidate for a directorial seat, possibly for the chairmanship role, subject to shareholder approval on the meeting scheduled for June 2010. Retiring directors as of June 2010 are Ryosuke Tamakoshi, Haruya Uehara, and Nobuo Kuronayagi.

Nomura, the Japan-based financial services firm, formed a macro strategy research team as part of its continuing effort to expand in Europe, the Middle East, and Africa. The new team is complemented by the appointments of Dr Nick Firooyze, joining from Citadel Investment, as head of European interest rates strategy, and Ann Wyman, joining from Citigroup, as head of European emerging markets research. The team will be led by Jim McCormick, the current head of fixed income research for the EMEA region.

Bank of Singapore appointed Robin Heng as managing director for Southeast Asia. He joins from UBS in Singapore and Hong Kong. In his new role, he is responsible for the bank's marketing and business operations in the region and will report to Bahren Shaari, the bank's Southeast Asia head.

Meyado Private Wealth Singapore named Mark Paine as its new managing director. Mr Paine has circulated within the Meyado group for the past 20 years. His most recent position was as managing partner for the Singapore office, which he assumed since 2007. In his new role, he will responsible for further developing the Singapore operations.

Threadneedle moved William Lowndes from London to Hong Kong to become the new head of Asian distribution, while at the same time appointing Jon Allen as deputy head of Asian distribution in Singapore. Mr Lowndes' relocation takes effect 1 April, while Mr Allen joined the firm in 25 January. Mr Lowndes will be responsible for growing Threadneedle's strategic relationships in the region. He takes over from James Campion, who will be leaving the company to pursue other interests. Mr Allen was most recently CEO of Carnelian Capital.

Temasek Holdings, the Singapore state investor, appointed Hsieh Fu Hua as special advisor to CEO Ho Ching. He was the CEO of the Singapore Exchange until last year, having held the post for six years. He joined Temasek as non-executive director at the start of February.

Kong Eng Huat, the managing director of Merrill Lynch International Bank in Singapore, and market managing director for South Asia global wealth management, left the company. He had been with Merrill Lynch since 1989 and was a member of the Asia Pacific Wealth Management Executive Committee.

Jefferies, the global securities and investment banking firm, appointed three senior executives to head its emerging markets group in Singapore. Lance Heatley, previously based in London, was appointed managing director in Singapore to lead the company's emerging markets sales and trading activities in Asia. Jay Lee joins in from Knight Libertas as senior vice president, while Jeremy Lee comes from Royal Bank of Scotland, also as senior vice president; the pair will be responsible for sales of emerging markets debt with Asian customers.

Benedikt Maissen, head of Southeast Asia at Barclays Wealth in Singapore, left the firm. At the time of his departure, details of his next move had yet to emerge.

Barclays Wealth appointed three senior bankers in Singapore, who join the firm from UBS. Vikram Malhotra joins as managing director, head of South Asia. He reports to Srinivas Siripurapu, head of Southeast Asia and South Asia, and market manager, South Asian Community. Prior to joining Barclays Wealth, Mr Malhotra was managing director, country team head, India International Asia at UBS, where he managed a team of Hong Kong and Singapore-based bankers servicing South Asian clients.

Also joining Barclays Wealth from UBS are Jagdish Kale and Rohit Nanani, who join as directors and will be based in Singapore.

RBS Coutts appointed Manfred Liechti as market head, South East Asia, with responsibility for the Singaporean, Malaysian, Indonesian and Thai markets. He was previously managing director and head of financial intermediaries, Asia Pacific at UBS in Singapore. Mr Liechti reports to Paul Davies, head of private banking, South Asia.

Australia's ANZ announced that Wendy Lim and Jos Dijsselhof, both from the RBS, have begun leadership roles in the bank's Asia Pacific, Europe, and America division. Ms Lim is now managing director for retail banking and wealth management. Mr Dijsselhof is now general manager, operations, for Asia Pacific, Europe and America. Both are based in Singapore and report to Alex Thursby, the CEO for Asia Pacific, Europe and America.

International

Maples and Calder, the international law firm, appointed Jon Fowler as head of its investment funds group in the Cayman Islands. He has been a partner at Maples and Calder since 2003, and has worked at the firm since 1998. Meanwhile David Brooks, latterly head of the investment funds group at Maples and Calder, moved to the newly-created post of chairman of Maples Finance, the fiduciary, accounting and administration services firm. He continues to be a partner at the Maples and Calder funds group.

Mercer’s alternatives boutique appointed the following eight senior consultants to expand private equity and alternatives expertise in Europe, North America and Australia:

Principal Simon Fox specialises in hedge funds, commodities, and timber and agricultural investments. He has been with Mercer Investment Consulting for seven years.

Robert Howie was appointed a principal and will research hedge funds as well as infrastructure and insurance-linked securities. He joined Mercer ten years ago.

Sanjay Mistry is a principal and focuses on private equity and less liquid investments. Sanjay has been with Mercer’s investment consulting business since 1998. He previously worked with Eagle Star in the pension review unit.

Amarik Ubhi is an associate and will focus on infrastructure and Mercer’s equities boutique to cover Asia Pacific including Japanese equities. He joined Mercer in 2003. Messrs Fox, Howie, Mistry and Amarik are all based in the UK.

Laura Milligan joined from Adams Street Partners. She was named a senior associate and will be responsible for private equity strategies in North America. She is based in Chicago.

Also based in Chicago, Christopher Schelling was named a senior associate with a focus on hedge funds. Prior to joining Mercer, he had been with Thomson Reuters, where he was director of alternatives strategies within the capital markets group.

Shelley Elson joined Mercer as a senior associate specialising in hedge fund research. She was previously an analyst with Glenwood Capital Investments. Ms Elson is also based in Chicago.

Jennifer Cowan is a senior associate and specialises in unlisted assets including private equity. She is based in Sydney. Previously she was a senior analyst with Mariner Financial.

UBS made a number of global and regional level management appointments for its new Investment Products and Services unit. Michael Benz, Jan-Marc Fergg and Andreas Amschwand were appointed to head the Asia-Pacific, Europe and Swiss regions respectively. Mr Amschwand also serves as overall IPS head.

Wealth planning within the IPS unit will be led by Bernard Buchs, mandate distribution will be headed by Patrick Grossholz, and investment advisory will be led by Alexander Kobler. Felix Ronner and William Kennedy were given responsibility for investment products and capitals markets respectively.

Andreas Höfert was appointed to lead wealth management research within the IPS unit, a role he will hold in addition to his position as the chief economist of UBS Wealth Management & Swiss Bank. Christoph Schenk was given an expanded role to lead investment management within IPS while continuing as the chief investment officer of Wealth Management & Swiss Bank.

Claudius Sutter, meanwhile, was named chief operating officer of the IPS unit. It is believed that Hans-Joachim Steinbock, currently COO within Products & Services, is to be assigned a new role elsewhere within the bank.