04/06/2017
SunTrust grabs two former Deutsche Bank advisers for HNW business
He was formerly at Salvus Capital Management, an Atlanta-based private equity firm, for almost a decade.
04/06/2017
“With these appointments, BNP Paribas Wealth Management is demonstrating its firm commitment to the continued development of our wealth management business across the world"
04/06/2017
Wall Street bank adds to European team working with sponsors, sovereign wealth clients and hedge funds
04/06/2017
Nick Paldrmic appointed as President of BMO Wealth Management's ultra-high-net-worth business, CTC l myCFO
04/06/2017
The expansion of Home & Legacy’s technical underwriting and claims teams shows our commitment to providing our brokers with even greater access to decision makers in our business.
04/06/2017
The end of the tax year seemed an ideal time to move on.
04/06/2017
Evans will work alongside chief executive and former Wealth Manager coverstar Brian Raven who said he was ‘delighted’ at the appointment.
04/06/2017
FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.
04/06/2017
As the title suggests, Mark Evans will be responsible for all business development activity across the group
04/05/2017
Senior Hire at Indosuez Wealrg unit
He is the fourth senior banker recruited by Indosuez Wealth Management in Asia since the start of 2017.
04/05/2017
BNP Paribas Changes Asia Pacific Wealth Management Leadership
The appointments are effective April 5, 2017 the bank said in a press release.
04/05/2017
The exits leave Credit Suisse with two big holes to fill
04/05/2017
We believe this growth is a clear endorsement of our proposition and unique structure.
04/05/2017
Ms. Grob will stay at Deutsche Bank until a successor is named to oversee the U.K. business.
04/05/2017
Winterburn is the latest in a string of recruitments by Julius Baer in an effort to expand its UK presence.
04/05/2017
In his new role, he will focus on growing the Birmingham branch’s private client base and range of professional connections.
04/04/2017
Peter Moyo appointed new CEO at Old Mutual’s emerging-markets unit
The Vodacom chairman returns to his former employer on June 1 as CEO of Old Mutual Emerging Markets
04/04/2017
As demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field
04/04/2017
An advisory group overseeing about $150 million in client assets switches to the independent broker-dealer at the regional firm
04/04/2017
UBS tasked him with its so-called wealth lab just over three years ago, to figure out how it could head off digital rivals as a new crop of younger clients emerged.