09/04/2013
PEM Appoints New Private Client Tax Partner as Business Grows
Nicola, who joined PEM as a director in 2010 from a large national firm, has been promoted to Partner following the firm’s successful expansion of its Private Clients services
09/04/2013
UBS Wealth Management Americas, a division of UBS AG, announced that Jonathan Brooks has joined the firm as a Sales Director to support new business development initiatives in the equity compensation services division.
09/04/2013
The merger of the two teams creates a total of nine people working with fund groups at Cofunds.
09/04/2013
Accounting and advisory firm Baker Tilly Virchow Krause, LLP recently named four new members to the firm’s board of partners
09/03/2013
Prior to U.S. Trust, Quattrucci had been with BNY Mellon for 17 years in a number of portfolio management leadership roles.
09/03/2013
In his previous role, Simon was responsible for distribution within the Retail Stockbrokers business using a multi-channel approach which comprised branch staff, telephony and digital.
09/02/2013
I am excited that three such experienced non-executive directors are joining our board. Old Mutual Wealth
09/02/2013
Bank J. Safra Sarasin has announced the appointment of four highly experienced professionals to its Asset Management team.
09/02/2013
Most recently, she headed the private wealth management business for Deutsche Bank in Indonesia, where she was responsible for building a successful onshore private banking franchise.
09/02/2013
She replaces Graham Bentley, who took on the role on a fixed-term basis in June.
09/02/2013
Wells Fargo & Co's U.S. brokerage has expanded its private client group with veteran advisers from rival firms Morgan Stanley Wealth Management and UBS Wealth Management Americas.
09/01/2013
He has more than 30 years of experience in the Australian financial services industry
09/01/2013
He was brought on board at Barings for his insight into investing in China A-Share equity markets.
09/01/2013
He will report to Peter Harrison, Global Head of Equities and will work alongside the Global and International Equities team providing specialist energy analysis and stock recommendations.
09/01/2013
The pair will be based in Close Brothers Asset Management's London office
09/01/2013
Barclays Wealth boosts India team
Prior to this appointment, Vardhan was director at BNP Paribas Wealth Management
09/01/2013
The hiring reflects a long-term objective of geographically balancing a portfolio which is now nearly 80 percent exposed to Europe
09/01/2013
He will focus on the corporate leveraged finance sector.
09/01/2013
Its restructuring plan announced in February in a bid to cut costs and boost revenue is now operating.
09/01/2013
Close Brothers Asset Management has hired two new investment directors for its bespoke management team.