01/04/2018
Willis Towers Watson exec joins rival
Mercer combined its investment and retirement divisions into a new wealth business a year ago in order to simplify its business structure.
01/04/2018
Private Bank goes on hiring spree for UK push
The bank has also made a number of internal appointments
01/04/2018
Stockton, who is originally from the UK, entered the financial services industry in 2003 in a business development role
01/04/2018
To many investors it is still best known as the corporate home of Singapore-based fund manager Mark Mobius
01/03/2018
The new appointment comes as Berner Kantonalbank announced plans to strengthen its position as an investment bank.
01/03/2018
He will be tasked with raising the firm’s profile as a charity investment manager in the UK
01/03/2018
The group operates as Affinity Wealth Partners and made the move in November, according to FINRA BrokerCheck records.
01/03/2018
He holds a Bachelor of Science in Accounting from the University of San Diego in California.
01/03/2018
Helping clients with estate administration has always been one of Fiduciary Trust's strengths
01/02/2018
She is committed to not only helping our clients reach their goals, but also passing on what she has learned.
01/02/2018
The firm was founded in 1985 as an independent asset manager focused on private and institutional clients.
12/29/2017
Sauter rose on the coattails of former U.S. fugitive Marc Rich at commodity giant Glencore
12/29/2017
Lord Deben, who was formerly chair of Apfa, has been appointed Pimfa chair
12/28/2017
Last month both of Merrill's two main competitors, Morgan Stanley and UBS, exited the protocol, which allows advisors to move with relative ease between competitors.
12/28/2017
The fact that she left the firm after it withdrew from the Protocol for Broker Recruiting on November 3, however, makes her the first known advisor to depart without having triggered a courthouse request by Morgan Stanley to impose a temporary restraining
12/28/2017
“I was attracted to the very strong Raymond James philosophy of advisors being the firm’s clients,”
12/22/2017
"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, "
12/22/2017
Engine maker Rolls-Royce has hired fund manager Jennifer Ramsey to the role of head of investor relations, after John Dawson's departure
12/22/2017
He implied that the company was in a good place
12/21/2017
Changing of Guard at Avaloq
Avaloq will build on this business model that provides long-term predictable revenues and will continue to consequently drive the extension of its network of service centres.