09/17/2013
Boutique institutional asset manager appoints new director
He joins from Capital Dynamics where he was head of sales for Northern Europe.
09/17/2013
He joins from Capital Dynamics where he was head of sales for Northern Europe.
09/17/2013
'This move gives us additional local exposure in the South of England, adding to our existing regional offices as we continue to look for opportunities to expand our network,' he added.
09/17/2013
I am delighted to be joining such a successful and respected asset management company
09/17/2013
He joins Strategic Wealth Partners in its focus on serving the needs of high net worth individuals
09/17/2013
Deutsche Asset & Wealth Management's (DeAWM) Private Client Services has hired a team of three client advisors in Houston to broaden distribution of wealth planning advice and investment solutions to wealthy individuals and families.
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
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
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.