06/12/2012
Barclays expands CEE wealth management team
Prior to joining Barclays he was a senior banker in the Private Wealth Management division of Morgan Stanley
Executive Moves
06/12/2012
Nasdaq former CFO to join LSE
London Stock Exchange has announced changes to the LSEG Board and the Group's senior management team.
06/12/2012
New head for British Bankers' Association
He is currently Morgan Stanley's head of government relations for Europe, the Middle East and Africa, having joined the bank around six months ago
06/11/2012
Opes Advisors expands wealth management division
Prior to joining Opes Advisors he served as Senior Portfolio Manager for Morgan Stanley
06/11/2012
RBC Wealth Management Adds To Middle East, Levant Desk
He moves to London from the United Arab Emirates, where he worked for Credit Suisse Private Banking.
06/08/2012
Swiss private bank appoints Spanish head
He joins from UBS Wealth Management in Madrid, where he spent eight years, having previously worked at Spanish Banco Urquijo, CNMV national financial investments authority and Arthur Andersen.
06/08/2012
Barclays expands regional wealth management team
They will both be responsible for extending the full range of Wealth and Investment Management solutions to Barclays’ clients across the Lower Gulf region.
06/08/2012
Wells Fargo Snags Advisors with More Than $1.9B in Assets
Also joining Wells Fargo with the team are client associates Jennifer Smith and Davis Walker. The team reports to Richmond market manager Rob Withers.
06/08/2012
Noted Civil Rights Attorney to Head Soros's U.S. Philanthropy
Zimmerman currently is a litigation partner heading the pro bono practice group at Lowenstein Sandler PC. He was part of the presidential transition team preparing the Obama Administration's strategy for the Department of Housing and Urban Developmen
06/08/2012
Baker Tilly Names Managing Partner - Assurance
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.
06/08/2012
Vestra names new managing partner for London office
He joins Vestra from Deutsche Bank
06/07/2012
Latimer Hinks expands private client team
LEADING Teesside firm Latimer Hinks has appointed two new partners from within its Private Client team.
06/07/2012
Raymond James recruits veteran financial advisor
Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accuratel
06/07/2012
Wine Industry Banker Joins Bank of the West's Premium Wine Group
Clark joins a team of eight wine industry and agribusiness bankers in the bank's Premium Wine Group.
06/07/2012
Deloitte announces new head of Global Governance, Risk & Compliance
The Global GRC offering draws on Deloitte member firms' existing practices across all business lines -- audit and enterprise risk services, tax, consulting, and financial advisory -- to drive value for member firm clients in an increasingly complex a
06/07/2012
Bank Sarasin appoints new private banking head
He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.
06/06/2012
Guardian Wealth appoints new MD:
Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.
06/06/2012
Plan B invests in HNW client growth
He made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.
06/05/2012
BNP Paribas hires Swiss Rock exec to cater to German clients
He was formerly Swiss Rock’s head of customer service for private clients and family offices
06/05/2012
UBS announces new Global CIO for Wealth Management Units
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and