11/02/2015
She will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients.
11/02/2015
The appointment follows the recent recruitment of former Woodford Investment Management strategist Russell Harrop
11/02/2015
Both are appointed new members of Group Executive Management.
11/02/2015
Earlier in the year, Wealth Manager revealed Hawksmoor's intentions to open the offices following the hire of six managers from Brewin Dolphin.
11/02/2015
Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space
11/01/2015
Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004
11/01/2015
Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.
11/01/2015
Davy Group Hires Former UBS Family Office Specialist
He will also become a member of the Davy’s Global Investment Committee that oversees €15 billion of assets under management.
10/30/2015
He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.
10/29/2015
Mr. Chaddha will also take up the position of head of Southeast Asia of HSBC Global Asset Management.
10/29/2015
Societe Generale Private Banking appoints head of wealth management solutions
He joins the Executive Committee of SGPB and succeeds Bruno Lèbre, who becomes Head of Business Development.
10/28/2015
Kara Valentine joins Rockefeller as director, marketing
Valentine has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Vontobel is convinced that this asset class will continue to grow considerably in importance amongst investors.
10/28/2015
Jes Staley was elected to the UBS Board of Directors at UBS's May 2015 Annual General Meeting.
10/28/2015
His wealth of experience and excellent contacts will bolster existing expertise in Geneva.
10/28/2015
Lisa Ritchie was formerly at Adam & Company in Aberdeen
10/28/2015
Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.
10/28/2015
She was at the center of the action when UBS faced the prospect of a criminal indictment on suspicion it helped wealthy Americans evade taxes.
10/27/2015
Rockefeller & Co. Names Kara Valentine Vice President and Director of Marketing
Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust
10/27/2015
Boston Private Wealth appoints new CEO
Previously he served as Chief Investment Officer at Boston Private Bank & Trust Company