04/26/2016
EFG agreed to buy BSI in February from Brazil’s Grupo BTG Pactual SA, in a 1.33 billion Swiss-franc ($1.36 billion) transaction that will create Switzerland’s fifth-largest private bank.
04/26/2016
Schroders is preparing to refresh its board with two new non-executives this year as part of an olive branch to investors concerned about the unorthodox decision to appoint the wealth firm’s long-standing chief executive Michael Dobson as chairman.
04/26/2016
7IM has grown to £10 billion AUM by providing investment services to financial planners in the UK, and has recently expanded its platform functionality with a multi-currency offshore nominee, which is also being integrated with its award winning app
04/26/2016
His appointment is set to further strengthen our senior management team, and his experience will prove integral to developing and driving our long-term growth strategy forward.
04/26/2016
Law has previously worked at UBS, BSI and Credit Suisse.
04/26/2016
Furthermore, with Scotland being a renowned centre of excellence for the investment management industry our growth is integral to Psigma’s business plan.
04/26/2016
Saxo has continued to attract top talent and build its management team with a number of appointments from major financial institutions over the past 18 months.
04/26/2016
He will sit alongside financial planning committee
04/26/2016
There has been talk for years about how long Ho would stay at the helm. Temasek said the board looks at succession on an annual basis.
04/25/2016
Hargreave Hale hires Charles Stanley veteran
His arrival follows the recent appointments of Marcus Low and Karen Smith .
04/25/2016
Seneca Investment Managers, the multi-asset value investment house based in Liverpool, has appointed David Binnion as Finance and Operations Manager, a newly created position, to support the growth of the firm.
04/25/2016
His exit was confirmed by a Pictet spokesperson when contacted by Asian Private Banker.
04/25/2016
The Company would like to place on record the Board's appreciation and thanks for Jim's valued contribution and commitment to Aberdeen over the past six years.
04/25/2016
This comes seven months after European Wealth purchased the financial planning business of legal firm Bells Solicitors Limited for £675,000 as it continues to grow through acquisitons.
04/22/2016
“His expertise and counsel, including his deep knowledge of this business and the wealth sector, will serve the Board well.”
04/22/2016
Butters will report to deputy head of private banking and former Wealth Manager cover star Quentin Marshall.
04/22/2016
The insurer added that its suite of products would be upgraded and expanded to include flexible and tailored cover as well as a bespoke claims service with a claims adviser for each client.
04/21/2016
J.P. Morgan makes key new hire
Key new hire bolsters industry leading sales force
04/21/2016
Amid rampant industry turnover in Hong Kong’s private banking industry
04/21/2016
Citi Private Bank names Global Market Manager for New York
“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our