06/28/2017
The new role reflects the increasing importance of wealth planning to Canaccord Genuity Wealth Management and how much of a pivotal role it has to play in the growth of the business.
06/28/2017
We are delighted to be welcoming Mark on board
06/28/2017
She represents high-net-worth individuals and their families who have complex estate planning needs.
06/28/2017
New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm
06/28/2017
UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.
06/28/2017
In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.
06/28/2017
Chief executive and founder Callum Murray said: “We’re honoured to welcome Sir Sandy to our board."
06/27/2017
Before joining Kina, Pawson held multiple roles at Westpac including general manager commercial banking and regional head South Asia and Pacific.
06/27/2017
Jon Little also became an independent non-executive director of the Old Mutual Wealth Board in May 2017.
06/27/2017
The trained economist is a UBS lifer, beginning his career at Swiss Bank Corp.
06/27/2017
Snell was most recently global head of multinational coverage at Deutsche, and previously spent 25 years with Citigroup
06/26/2017
Sloan joins the firm after almost a year out of the industry.
06/26/2017
The bank has bucked the hiring cycle before, adding several high-profile private bankers poached from rivals in a recruiting drive last year.
06/26/2017
Experienced in managing clients who are within partnership structures, in his new role Tuck will focus on UK professional clients.
06/26/2017
Merz has a dozen years of experience in alternative investment.
06/26/2017
Credit Suisse's emerging markets equity team currently manages $360 million.
06/23/2017
Ackermann is leaving due to differences of opinion about the management of the bank, Bank Cler said in a statement.
06/23/2017
Over the past decade, the Swiss bank has built one of the largest China-focused investment-banking businesses and while China remains a key market, UBS wants to pay more attention to other parts of Asia.
06/23/2017
SJP academy hired 35 grads in May
06/22/2017
He was involved in successful acquisitions of other fund administrators, including in the US and Channel Islands, to establish an Orangefield presence in these locations.