12/08/2016
Credit Agricole promotes Bonnal within FIG syndicate
Prior to Credit Agricole he worked in debt capital markets origination at Natixis.
12/08/2016
Prior to Credit Agricole he worked in debt capital markets origination at Natixis.
12/07/2016
He joined BNY Mellon in October, was earlier vice-president and wealth adviser at First Niagara Private Client Services for five years.
12/07/2016
He spent nearly 17 years at Citigroup before joining Credit Suisse as a managing director in November.
12/07/2016
Boyle and Harris-Deans have been promoted internally while Arthur and Wedderburn come from Hanson Asset Management and Above Wealth respectively.
12/07/2016
Thornton Investments was established after the wealth business was seperated from former parent Thorntons Solicitors in 2014.
12/05/2016
The bank said being geographically close to Saudi Arabia is will help ties to the region's largest economy.
12/05/2016
New Senior Private Banker For Arbuthnot Latham, Announced
12/02/2016
His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive
12/02/2016
Founded in Milan in 2011, gives people access to low-cost wealth management services online. It is one of a number of so-called "robo advisors" — digital services to help people invest and manage their money.
12/02/2016
He will also take a seat on the executive committee of UBS Americas.
12/02/2016
He replaces Michael Baldinger, who left for UBS' asset management division, as finews.com reported in July.
12/02/2016
Mourant Ozannes Partner and Head of Jersey International Trusts & Private Client, Edward Devenport, said: “Fred's appointment reflects the continued growth of our global trusts and private client team and our commitment to delivering the hi
12/01/2016
“Asset management is one of the cornerstones of our Wealth Management initiative, and I am therefore pleased that we succeeded in attracting such an experienced and capable manager as Steven,” says Steven Wright, who is leading the latest priv
12/01/2016
He has over 30 years of corporate management experience in Europe
12/01/2016
Rivals are seeking to get their hands on Deutsche's funds under management of just under $2.5 billion.
12/01/2016
Poremba had previously worked in consultant relations roles with investment management firms Neuberger Berman and Franklin Templeton.
12/01/2016
North Asia Wealth Management Head For Deutsche Bank, Announced
11/30/2016
With hire of Michael Speller, firm continues to build out North American advisory business
11/30/2016
New Investment Manager for Rowan Dartington, Appointed
11/29/2016
It provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland.