09/17/2013
Business ownership at all ages is thriving as a new generation of young entrepreneurs inherits family wealth, including many of the businesses created by baby boomers
09/17/2013
Since launching the independent practice in 2008, LLBH has bolstered its team in its pursuit of providing high-net worth clients a combination of the most sophisticated financial expertise with highly personalized service.
09/17/2013
Before joining Bank of America, Dawson spent more than 30 years at Goldman Sachs Group Inc., while Farber had worked for UBS AG.
09/17/2013
Baring Asset Management, the international investment firm, is strengthening its presence in the Middle East through a tie-up with one of the UAE's leading financial institutions First Gulf Bank.
09/16/2013
I can’t wait to get started
09/16/2013
HighTower Advisors, an independent adviser-owned firm that has grown by hiring away from top U.S. brokerages
09/16/2013
RBC Wealth lands adviser from Raymond James
He generated about $1.1 million in annual revenue production
09/16/2013
The Solutions team will also support financial institutions in addressing the growing need to anticipate, react and capitalise on continued regulatory change
09/16/2013
Investec Wealth & Investment has announced the appointment of John Wyn-Evans as head of Investment Strategy, with immediate effect.
09/16/2013
His varied experience in private banking and investments make him an excellent addition to our team
09/16/2013
His varied experience in private banking and investments make him an excellent addition to our team
09/15/2013
SunGard boosts wealth and retirement administration business
He has been named executive vice president and general manager of advisory and investment services for SunGard’s wealth and retirement administration business.
09/15/2013
PNC Wealth Management, a member of the PNC Financial Services Group, promoted Lisa Morgan to wealth management team director on the Eastern Shore.
09/15/2013
John Wyn-Evans has joined Investec Wealth & Investment As Head of Investment Strategy.
09/15/2013
He will be appointed executive chairman of UKFI in January, when the role of chief executive will cease to exist.
09/13/2013
It is five years since the collapse of Lehman Brothers. We look at where the biggest names are now.
09/12/2013
The bank is undergoing a major cost-cutting overhaul.
09/12/2013
The Group is also in the process of appointing a new non-executive director who will in due course become Chairman of the Audit Committee.
09/11/2013
They will join to create a new team whose focus will primarily be on advising Swiss domiciled clients with international interests.
09/11/2013
Hewill stay for “several weeks” to ensure a smooth transition, according to the memo.