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.


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


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.


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


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.


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