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
10/27/2015
Aberdeen's global head of distribution steps down
Will remain as non-exec director
10/27/2015
Pershing appoints UK and Europe CEO
Pershing targets high-end advisers in the UK. It offers firms a wrap platform and back office technology.
10/26/2015
Droster to assume branch director role for RBC Wealth Management
Financial advisers find themselves with clients who are awash in information
10/26/2015
KPMG hires ex-Barclays advisory boss as family office head
KPMG’s dedicated family office service is part of the firm’s enterprise initiative, which will see it invest £40 million to expand the services it offers to privately-owned UK businesses across.
10/26/2015
Global head of Coutts Private Office quits
He become chief executive of firms private client business in the UK
10/26/2015
Northern Trust Boosts EMEA team
Her previous experience includes head of funds management for a large sovereign fund and head of a regional investment consulting business as well as other senior investment management roles.
10/26/2015
Brockman becomes head of intermediary distribution
10/26/2015
Investec Structured Products has appointed a new head of intermediary distribution, replacing outgoing head Gary Dale.
10/26/2015
He was previously director investment counsellor at RBC, where he advised families on investment strategies for their trusts and personal assets.
10/26/2015
Wealth Management Americas said it had hired four financial advisers with about $765 million in assets under management from BofA Merrill Lynch and Wells Fargo & Co.
10/23/2015
Rothschild attracts veteran private banker to North Asia
She reports to Richard Martin, chief operating officer of Rothschild’s Wealth Management & Trust division.