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.
04/24/2018
Geneva-based boutique to expand with new hires
Alpha Global Wealth focuses on managing the assets of expatriates who live and work in Switzerland.
04/24/2018
Tilney appoints Jonathan Asquith as a Non-Executive Director
Following the establishment of Deutsche Morgan Grenfell he served as both Chief Financial Officer and Chief Operating Officer.
04/24/2018
Citi Private Bank appoints Global market manager for Thailand, Malaysia and Brunei
Prior to his latest appointment, Morse was a team leader for the Singapore, Thailand and Malaysia markets at JP Morgan Private Bank, where he had worked since 2011.
04/24/2018
Raymond James Appoints Head of Global Equities
He developed and implemented processes that helped to substantially grow equities revenues and improve overall key account rankings.
04/23/2018
Global and regional wealth managers are moving to tap the burgeoning Indonesian wealth market.
04/23/2018
Schroders strengthens fixed income team
In this role he managed Schroders' fixed income execution with a team of 20 specialist traders across four regional desks.
04/23/2018
Old Mutual Limited is the new holding company for Old Mutual Emerging Markets, a holding in Nedbank and the residual Old Mutual plc.
04/23/2018
These small hubs will close once the regional centre opens.
04/23/2018
He will work in partnership with managing director Geoff Hall, Berkeley Alexander’s business development and sales teams, and its affinity partners.
04/23/2018
Equirus said it is in the process of hiring more senior and mid-level executives for its wealth management division.
04/20/2018
We look forward to Joss’ contributions to the growth of our business and to helping our clients reach their investment aspirations.
04/20/2018
Between them, the trio had spent more than 50 years at the firm.