08/07/2015
Coutts MD among three exec departures
Coutts recently restructured its management team following the sale of its international business to Union Bancaire Privée.
08/07/2015
Coutts recently restructured its management team following the sale of its international business to Union Bancaire Privée.
08/06/2015
As previously announced, EFG International intends to establish an onshore business in Chile.
08/06/2015
Loudoun has 12 years of bond and currency management experience.
08/05/2015
Ellis joins as an IFA with responsibility for retirement planning, investments, mortgages and protection.
08/05/2015
He will also join the group management board
08/05/2015
Bank of America Corp's Merrill Lynch said on Tuesday it has hired three financial advisers from Morgan Stanley.
08/05/2015
A team that managed more than $700 million in client assets has signed on with Raymond James' independent channel, the firm said.
08/05/2015
He'll continue to report to GIM clients head George Gatch for his funds business role.
08/05/2015
Metro Bank has hired executives from RBS and Lloyds, and Unity Trust’s new chief comes from HSBC
08/05/2015
At Rathbones, he will manage investment portfolios for private clients
08/05/2015
However, it remains home to a third of the world’s wealth
08/04/2015
Schroders is today pleased to announce two further hires within Multi-asset Investments and Portfolio Solutions, a business which manages £75.5 billion (as at 30 June 2015) on behalf of its clients globally.
08/04/2015
Brooks Macdonald chief executive Chris Macdonald says Shepherd’s appointment will give him more time to focus on “delivering the group’s growth ambitions”.
08/03/2015
She will report directly to Myra Cridland, Head of BMO Private Banking, with additional regional reporting to Albert Yu, Chief Executive Officer Asia, BMO Financial Group.
08/03/2015
The departures comprise five relationship managers and a business development director.
08/03/2015
Impax Asset Management Group has appointed Sally Bridgeland and Lindsey Brace Martinez as non-executive directors.
08/03/2015
Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia.
08/03/2015
He said he intends to focus on his role as non-executive chairman of Harpenden Building Society
08/03/2015
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
On Monday, UBS Wealth Management Americas reported it had 6,948 financial advisers as of June 30, down from 6,982 at the end of March and more than 7,100 a year earlier.