10/08/2014
The wealth advice manager for Towry said the four newcomers have joined as a result of the recent acquisition of Baker Tilly’s private client financial advice and investment management business.
10/08/2014
He is joining the French firm's multi-asset solutions group, headed up by Charles Janssen, and London-based Harte will also be a member of the tactical asset allocation & research team led by CIO Colin Graham.
10/07/2014
Merrill Lynch recruited an advisor generating $1 million in annual revenue from rival wirehouse UBS, according to a statement from Merrill.
10/06/2014
His likely appointment was revealed by The Australian Financial Review on Sunday afternoon.
10/06/2014
Leading Swiss private bank appoints new Global Head Private Banking
He joins after a long-standing career at Credit Suisse and Clariden Leu
10/06/2014
The head of Citigroup Inc’s Mexican unit Banamex has resigned, the bank said, after problems this year that included a major loan scandal that generated hundreds of millions of dollars in losses.
10/06/2014
Sanlam recruits new head of Worcester office from St. James’ Place
He was formerly head of operations at the Large Business Unit at St. James’ Place
10/03/2014
ANZ Wealth research manager departs
It is understood he resigned on 12 September.
10/03/2014
J.P. Morgan Asset Management names co-heads of global solutions business
The spokesman said there's no information to disclose at present regarding a replacement for Mr. Falcon's previous role as head of retirement.
10/03/2014
He will be responsible for running the operation in Jersey and growing its book of business.
10/03/2014
The appointment comes after Old Mutual Wealth recruited BUPA chairman Sandy Leitch as a non-executive director in July.
10/03/2014
RBC Capital Markets has shuffled the leadership of its team of bankers that advise private-equity firms, poaching UBS AG's U.S. head of financial sponsors, Matthew Stopnik, to become joint head of sponsors at the Canadian investment bank
10/02/2014
Morgan Stanley Wealth Management has wrapped up a round of mid-September hires that brought in a father-son team managing $320 million in assets at Neuberger Berman
10/02/2014
Unigestion strengthens Cross Asset Solutions offering with two senior appointments
Unigestion, the boutique institutional asset manager with GBP 9.3bn (CHF 14.3bn; USD 16.2bn; CAD 17.2bn) of assets under management, has further strengthened its Cross Asset Solutions team with the appointment of Guilhem Savry and Olivier Blin.
10/02/2014
Lloyds Banking Group has made two senior appointments to its wealth and mass affluent division.
10/02/2014
Deutsche AWM adds 4 client advisers to its UK business
Having disposed of its UK regional business earlier this year, the bank is now building its resources in London. It said its volume of business with wealthy clients had quadrupled over the last four years.
10/02/2014
Standard Chartered names vice chairman of private banking clients division
He is based in London, and leads Standard Chartered Private Bank's Ultra High Net Worth segment and focuses on client engagement initiatives.
10/02/2014
Little joins the Martin Currie trust as a non-executive director.
10/01/2014
As a company we have always been responsive to change
10/01/2014
The UK-based private bank said it appointed Stuart Cummins head of wealth management strategy.