03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
He will work directly with Westpac chief executive officer Gail Kelly on a range of strategic issues.
03/07/2014
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/07/2014
Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.
03/07/2014
Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.
03/07/2014
Based in London he will spearhead the development of a new model for the provision of global family office services, aimed at helping families with increasingly complex issues to deliver on their personal and strategic objectives.
03/07/2014
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/07/2014
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/06/2014
Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T
03/05/2014
Van Lanschot appoints head of Treasury
He is an experienced finance professional with expertise in managing interest rate risk, liquidity, solvency, capital planning and covered bond programmes.
03/05/2014
financial services industry with financial services firms/recruiters searching for employees.
03/05/2014
Morgan Stanley wealth management hires advisers from UBS, Wells Fargo
Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.
03/05/2014
Citi announces new head of banking and wealth management
She held senior banking, investment and wealth management positions at NAB and Macquarie Bank before joining Citi.
03/05/2014
UK wealth manager names new Channel Islands director
He previously worked at Bank Leumi and AIB Bank in Jersey
03/05/2014
European bank lures Barclays Wealth bankers
His hire is aimed at strengthening the bank's presence on the territory and supporting its business development plans in the area of Milan, the bank said.
03/04/2014
Towry creates head of client experience role
Towry has promoted Linda Payne to the newly-created role head of client experience role and has also put her into the firm’s executive committee.
03/04/2014
Je is based in Singapore
03/04/2014
Slöör previously served as managing director and region head Nordics at UBS Wealth Management, a division of UBS AG