02/28/2013
Sterne Agee Continues Expansion of Chicago Private Client Group
Experienced Executive Joins Chicago Team
Executive Moves
02/28/2013
LOIM hires hedge fund founder for global macro push
Lombard Odier Investment Managers has hired hedge fund specialist Tim Yetman to develop a global macro unit in London
02/28/2013
Former HSBC exec joins Edmond de Rothschild
He is joining the Edmond de Rothschild Group as Global Head of its asset management division
02/27/2013
UBS Shuts L.A. Investment-Banking Office
The bank said in October it will cut about 10,000 jobs and retreat from capital-intensive trading businesses to boost profitability.
02/27/2013
Veteran Merrill Lynch broker jumps to Morgan Stanley
A veteran Florida-based adviser from Bank of America Corp's Merrill Lynch has moved to rival brokerage Morgan Stanley Wealth Management, joining the firm's Miami office. Adviser Victor Camara, who had been at Merrill for more than a decade, joi
02/27/2013
Credit Suisse Asia COO Said to Leave Bank
Andrew Morgan, global head of tax and chief financial officer for Asia-Pacific, will assume Fernando’s role immediately
02/27/2013
Criterion swoops for Cunningham HNW lead
He has over 23 years of experience in the high net worth, fine art and antiques market, serving at Cunningham for the last 18 years.
02/27/2013
Carmignac Expands Italian Sales Team
Carmignac Gestion has announced a number of appointments to its Italian team, which follow the hire of Giorgio Ventura in September 2012 as head of country for Italy.
02/27/2013
Swiss private bank looses Asia COO
Morgan will have the COO title in addition to his current responsibilities, the people said.
02/27/2013
Jelley returns to Skandia as wealth planning head
Mr Jelley is a member of the UK technical committee of the Society of Trust and Estate Practitioners
02/27/2013
New Business Development Head At Amundi
He began his career at Fortis then occupied the position of Head of Financial Control and then Director of Finance at the Loiret regional branch headquarters of Crédit Agricole.
02/26/2013
Bank of America Hires Credit Suisse’s Thiriet for Asia Equities
Bank of America is expanding banking, fixed-income and equities in Asia
02/26/2013
Fund Advisers hires ex-deVere Lodge, others, as it eyes major Gulf expansion
The Dubai operation is being set up as a separate trading entity of the European company
02/26/2013
Credit Suisse Saudi Arabia Equities Analyst Said to Leave
He covered Saudi Arabian banks at Credit Suisse.
02/26/2013
Merrill Lynch Taps Morgan Stanley, RBC for 5 Advisor Hires
Merrill Lynch also hired four advisors with $996 million in assets under management earlier this month.
02/26/2013
SC Davies eyes charity assets under ex-Killik man
The firm’s investment foundation, built on capital preservation as well as our ‘contrarian’ stance, will compliment charity portfolio mandates.’
02/26/2013
Northern Trust Bolsters Outsourced CIO Capabilities
These four experienced professionals bring further depth to our multi manager solutions team
02/26/2013
Investec Wealth hires Architas' bond strategist
She will report to Darren Ruane, head of fixed interest
02/26/2013
Brooks Macdonald appoints international business development manager
Linda, based in Brooks Macdonald's London office in Mayfair, joins from Mauritius-based VAM Funds.
02/25/2013
UK private bank appoints senior exec from Coutts
Hejoins private bank from Coutts directorship