12/15/2015
GBST appoints new managing director and CEO
He co-founded the wealth management software provider InfoComp in 1988.
12/15/2015
GBST appoints new managing director and CEO
He co-founded the wealth management software provider InfoComp in 1988.
12/14/2015
Wealth Management emerging market expert Falcon Private Wealth, recognizes it’s Head of Greater China, Bryan Wang
12/14/2015
Firm says his appointment as chairman is subject to approval from the financial watchdog
12/14/2015
The former Minister for trade and investment will replace Jon Aisbitt, who stands down next year.
12/14/2015
Fulcrum Asset Management promoted Tim Meggs and Nabeel Abdoula as the firm's partners.
12/14/2015
Canaccord Genuity Wealth Management Adds Senior Investment Director to London Investment Team
In 2002, he returned to private client investment management with Border Asset Management
12/14/2015
Roel van de Wiel has been appointed Commercial Director for the Netherlands and the Nordic Region.
12/14/2015
Mr. Whiting brings more than 20 years of experience as a technology applications and client engagement executive.
12/11/2015
New York-headquartered U.S. Trust, Bank of America Private Wealth Management, has announded the addition of eight new wealth management professionals throughout the country.
12/10/2015
His appointment highlights the shift at UBS towards advisory and capital markets after its high profile shuttering of capital-intensive fixed income trading businesses nearly a year ago.
12/10/2015
UBS names new global DCM head
Before that, he held several senior roles in FIG investment banking and debt capital markets.
12/10/2015
Vamoli will be replaced by economist and PRO lawmaker Federico Sturzenegger, as it was announced by Lwt’s Change coalition.
12/10/2015
Thompson, who reports into Freeman, was previously distribution director at Intrinsic and responsible for leading the team.
12/09/2015
Former UBS Advisor with $300M in AUM Joins RBC
The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.
12/09/2015
Raymond James Financial Services hires Lancaster Wealth Management team
Raymond James also said Caitlin Abbott will be joining the team as an administrator.
12/09/2015
BMO Global Asset Management taps Oz institutional chief as Asia-Pac head
He joined the bank in 2013 to lead BMO Global Asset Management's expansion into Australia. He has more than 15 years of asset management experience in senior roles.
12/09/2015
Alistair Darling joins board of Morgan Stanley
The announcement of his new job as a director of Morgan Stanley came the day after Pimco
12/09/2015
Specialist wealth management firm appoints Business Development Manager
He joins the firm from investment platform provider Praemium, where he was UK Sales Manager for more than six years.
12/09/2015
Tcam senior investment manager and charity boss depart
‘As part of the shift in the direction of our company, we have strengthened our team and worked with our colleagues to embed a high performance, client-centric culture,’ said Bathgate.
12/09/2015
Aberdeen multi-manager head exits
The combined team is responsible for managing client investments of around £15bn in unfettered mandates.