People Moves

Latest News for People Moves

• September 3, 2010 - Morgan Stanley Beefs Up Australian Wealth Unit With New Hires
  

  Morgan Stanley Smith Barney has named three senior financial advisors to its Australian wealth management division. Mark O'Sullivan, James Gosnell, and Chris Watson have joined the company's Sydney office as advisors.

• September 3, 2010 - Credit Suisse Australia Executive Resigns
  

  Anna McCreery, director and market leader for Credit Suisse Private Banking in Australia, has resigned from the company, WealthBriefing Asia has learned. McCreery joined the private bank from UBS AG in Singapore, where she served as executive director, responsible for a team of private bankers that focusses on Asian and Australian clients.

• August 19, 2010 - AMP Capital Investors Builds Fixed Income Business
  

  AMP Capital Investors has named Sonia Baillie to head its fixed income team after its incumbent head Andrew Lally was appointed to lead the Australian equities division. Baillie joins the company from Nomura, where she was the head of credit desk analysts.

• August 16, 2010 - BlackRock Australia Adds Three Senior Execs
  

  BlackRock Australia has appointed three senior executives to its team in a bid to bolster its business in the region, reports the Financial Standard. The firm, whose global headquarters are in New York, has appointed Pru Bennett as head of corporate governance, Henry Capra as new chief operating officer and Orla Fisk as senior compliance officer, according to the newswire.

• July 29, 2010 - ANZ Shuffles Executive Roster, Names New Wealth MD
  

  ANZ has recently reshuffled its executive ranks and appointed John Van Der Wielen to the newly created role of managing director for wealth, Australia. Van Der Wielen assumes his new role in October this year.

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Latest Features for People Moves

• September 2, 2010 - Executive Moves - August 2010
  

  North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.

• August 4, 2010 - Executive Moves - July 2010
  

  UK Mark Atherton left the Birmingham branch of Rathbone Brothers, the UK based private wealth and investment management firm. John Lamb Partnership, the London-based IFA, named Campbell Edgar as head of private clients, a role in which he will oversee an eight-strong team of financial planners. He joins the firm from Andersen Charnley, where up until April of this year he served as consultant director within its City division.

• March 3, 2010 - Executive Moves - February 2010
  

  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.

• February 2, 2010 - Executive Moves - January 2010
  

  North America CitizensTrust, the wealth management division of California-based Citizens Business Bank, hired William Zaleski as manager of trust services. He reports to Chris Walters, executive vice president of the bank and head of CitizensTrust. Mr Zaleski was most recently a senior wealth advisor at Dubuque Bank & Trust.

• November 2, 2009 - Executive Moves - October 2009
  

  UK Robin Budenberg has been named the new chief executive of UK Financial Investments, the government agency in charge of the holdings in bailed-out British banks. He joins from UBS, where he is currently responsible for senior UK client relationships. He is replacing John Kingman as UKFI head.

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