People Moves

Latest News for People Moves

• September 21, 2009 - Bank Expands Wealth Advisory Team In New Zealand
  

  Macquarie Private Wealth New Zealand has appointed two new investment advisors, with Alistair Ross and Kristan Mines joining the team. Both men join the firm from Goldman Sachs, a statement from the firm said.

• December 1, 2008 - Macquarie Private Wealth Expands New Zealand Team
  

  Australian financial group Macquarie has appointed Bryan Shepherd to its Wellington private wealth advisory team, according to New Zealand newswire, Voxy. This hire further expands the company’s New Zealand operation and follows the appointment of wealth manager James Malden last month.

• October 1, 2007 - Macquarie Private Wealth Beefs Up in New Zealand
  

  Macquarie Private Wealth continues to build its presence in New Zealand with the announcement of three new staff to join its retail advisory team in Auckland. Macquarie veteran and former New Zealand Herald business editor Richard Inder joins the Auckland team after 14 years covering financial markets in NZ and Europe.

• July 16, 2007 - New Zealand Wealth Manager Beefs Up With Two Hires
  

  Glenn Wilson has joined the Wellington office of First NZ Capital as an investment advisor: he was previously head of ANZ Private Bank's Wellington office, which he helped establish in 1998. Prior to joining ANZ, Mr Wilson spent 12 years in London at JP Morgan, Daiwa and the European Bank for Reconstruction and Development in derivatives accounting, treasury risk management and investment management roles.

• June 19, 2007 - Wealth Manager Appointed Co-Head of Goldman Sachs in New Zealand
  

  John Cobb and Andrew Barclay, both based in Auckland, have been appointed co-heads of Goldman Sachs JBWere (NZ), replacing chief executive Lance Jenkins who is leaving next month. Mr Cobb joined the firm in 1992 as a private client advisor.

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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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