05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth firm appoints ex-PwC managing partner to board
'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.
05/16/2018
UBS moves 80 staff into artificial intelligence unit
Swiss bank switches its co-head of fixed income trading Chris Purves to head the operation
05/16/2018
JPM makes series of sales appointments following exits
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.
05/16/2018
His will official start in his new role on 1 June 2018 and will report to Michael Klose, CEO of third-party asset management at Swiss Life.
05/15/2018
The new hires are the latest additions to the firm’s wealth management segment.
05/15/2018
Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.
05/15/2018
Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.
05/15/2018
Hoffmann was one of the bank’s most important managers over the past years.
05/15/2018
A group of five jumped after a short stint at Balyasny
05/15/2018
RBC Wealth Management beefs up relationship team
RBC Wealth Management has made a senior hire to its London-based relationship management team
05/15/2018
Thesis adds to Guildford office with RBC hire
He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.
05/14/2018
It was not revealed whether Simon Lue-Fong intends to stay within the industry.
05/14/2018
Prior to HSBC Global Asset Management she was a portfolio solutions specialist at Credit Suisse Private Bank and global strategist at J.P. Morgan Asset Management.
05/14/2018
Wells who is set to leave his post as a director, Middle East for Schroders said in his departing note to clients that he will be basing himself in the UK for the foreseeable future,
05/11/2018
Stan Chart’s wealth business still lacks scale – it only ranked as the 14th largest private bank in Asia by assets in 2017.
05/11/2018
With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS
05/11/2018
She will be based out of the firm’s headquarters in New York.
05/11/2018
Hargreave retired after 35 years at the firm. Meanwhile, Evans, who had initially joined the company from Brewin Dolphin in 2015, has returned to his old employer.