11/26/2012
Morgan Stanley Wealth Management appoints new regional director
He began his career with Morgan Stanley in 1989 and has been in the financial services industry since 1976.
11/26/2012
Nuveen, known principally for its funds that invest in municipal bonds, has expanded its stock and taxable bond strategies in recent years.
11/25/2012
Stephen Lansdown said "I believe this is the right time for me to step down
11/25/2012
He said: "I'm pleased to be part of the forward thinking team at Close Brothers
11/25/2012
Marc Hotimsky, a co-founder of fund of hedge funds manager New Finance Capital
11/25/2012
National IFA poaches Origen’s private client boss to drive expansion
He will work on Towergate's growth plans in the private clients, small and medium enterprise and mortgage sectors.
11/25/2012
Former 3M boss appointed to advise Rothschild
“I’ve dealt with Rothschilds over the years and have found them to be a wonderfully honourable bank.
11/25/2012
He plans to retire by the end of the year and will work closely with his successor Robinson over the next month to ensure a smooth transition.
11/25/2012
U.S. Bank ramps up Florida HNW business
U.S. Bank is ramping up its high-net-worth wealth management business in Florida with the addition of three industry veterans to the Private Client Reserve in Palm Beach and Naples.
11/22/2012
A British boss lost his six-figure salary job at a Kuwati-owned investment bank because he wasn't a Muslim, a tribunal heard.
11/22/2012
The tribunal heard that he used the company card to pay for a flight in Russia, a hotel in Egypt, £900 in taxi fares and hundreds of pounds worth of meals and nightclub bills.
11/21/2012
The Anning Group's Robert D.H. Anning, John H. Anning and Tollie Chavis have joined UBS Wealth Management Americas in Cincinnati, according to the firm.
11/21/2012
State Street Corporation has announced that Executive Vice President and Chief Financial Officer, Edward J. Resch, 60, has informed the company of his plan to retire in 2013, after more than a decade in the role, following the appointment of his successor
11/21/2012
Signia Wealth swoops on rival to hire right hand man to founder
He had been at Schroders for more than a decade as part of a career that includes a stint in a senior role at Rothschild.
11/20/2012
He joined from BNY Mellon where he worked as head of investment solutions for two years from June 2010.
11/20/2012
StanChart hires former HSBC Private Bank Exec
He comes in to fill a role vacated by Stephen Richards Evans
11/19/2012
Credit Suisse Managing Director Said to Have Left
Credit Suisse press officer Victoria Harmon declined to comment in a phone interview
11/19/2012
She joins Brown Advisory from BNY Mellon Wealth Management in Boston, United States, where she was responsible for advising U.S. based high net worth families, charities, endowments and foundations.
11/19/2012
Psigma hires Williams de Broë compliance boss
She has 20 years’ financial services experience and joints from Williams de Broë where she was head of compliance.
11/18/2012
Marcus Agius, the former Barclays chairman who resigned amid the Libor-fixing scandal, may be kept on by the bank in a consultancy role, it was reported.