04/30/2018
What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.
04/30/2018
BMO Wealth Management's clientle is primarily high net worth individuals and families.
04/27/2018
Rothschild and Co Gestion is the entity responsible for the overall management of the Rothschild & Co group.
04/27/2018
The company said its board has already started a search for a permanent replacement for Westenberger, who had been finance director at Brewin Dolphin for five years.
04/27/2018
Brown formerly CIO of Schroders
04/27/2018
The move comes as Zurich prosecutors investigate Vincenz for what they suspect is a series of bad faith deals in which he may have personally enriched himself alongside the bank's business.
04/27/2018
The appointments are one of the first tangible signs of branding and marketing head Robert Jenkins' efforts to make better use of the cachet of the Rothschild family
04/27/2018
Sentinel Trust appoints new board member
He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.
04/26/2018
SGG Group appoints Business Development Director for Asia and Greater China operations
Michael brings over twelve years of professional experience in the U.S. and Hong Kong
04/26/2018
Charles Stanley has been on a significant hiring push across its regional offices this year.
04/26/2018
Fitzgerald joined from Credit Suisse, where he was a sell-side broker.
04/25/2018
He will report to Thierry Porté, Executive Chairman and Director of OneLife.
04/25/2018
Goldman Sachs is among major Wall Street firms that are stepping up their courtship of retirement funds and other large pools of money to push trading, investments and acquisitions through their banks.
04/25/2018
The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.
04/25/2018
The move represents a bump up for Koo, the Zurich-based bank's former head of investment management in Hong Kong.
04/25/2018
He’ll continue to report to Sewing in the latter’s new role as chief executive officer.
04/25/2018
According to a source familiar with the matter, Brides has taken over as sole head of the investment solutions portfolio management team.
04/24/2018
Goldman Taps Mallory to Head Unit Targeting America's Super-Rich
A representative for the bank confirmed the new role for Mallory.
04/24/2018
Morgan Stanley's Graystone leader exits for asset manager
A Schroders spokeswoman confirmed Brookman’s hire.
04/24/2018
Fulcrum Asset Management expands systematic team
This new role will support the growth of Fulcrum’s systematic strategies business, which currently has assets in excess of $2bn.