04/04/2016
JPMorgan Chase: $1.2 Billion Wealth Management Team Leaves
Silicon Valley has penetrated into the banking sector, which pushes employees to pursue opportunities independently
04/04/2016
He has extensive experience managing charity portfolios and will work with our Charities Team to further develop our relationships with the sector.
04/04/2016
Follows acquisition by St. James's Place
04/04/2016
Architas says it is looking for a new chief investment officer to replace Rock, but says the fund management side of the business will not change.
04/01/2016
Avaloq, the Swiss banking software developer, is putting a bet on renewed growth in China to boost its business as it extends its presence in the Asian growth markets.
04/01/2016
GlobeOp Founder and former Partner returns to EMEA sales team
04/01/2016
"Wealth Management is a business area that is undergoing rapid change and holds considerable potential," says CEO Thomas F. Borgen.
04/01/2016
The former has worked with Youngman on the fund for five years and the latter three years.
04/01/2016
In the midst of the pure-play’s integration with Union Bancaire Privée
04/01/2016
A year ago, Mr. Bussmann created an innovation lab in London
04/01/2016
‘Everybody needs financial advice, but many people can’t access it. I think that’s a tremendous shame, and I’m glad to be part of a team that’s addressing the problem directly.’
04/01/2016
Urban Laupper will take over as Chairman of th e Executive Board of Bank Vontobel (Liechtenstein) AG in Vaduz.
03/31/2016
Hershberger is joining UBS as a vice chairman in financial institutions in New York
03/31/2016
Schroders multi-asset fund manager Iain Cunningham is set to leave the firm in June.
03/31/2016
She will report to UBS' head of global ultra-high net worth, Mr Joe Stadler, and Asia-Pacific head of wealth management, Mr Edmund Koh.
03/31/2016
Courtney and Peter will be based in London and will report to James Cardew, Global Head of Marketing.
03/31/2016
With $2.5M in production, Jeremy Newton and Stephen Lamb have joined an office in Houston.
03/31/2016
He reports to John Irwin, head of international trading in EMEA & APAC.
03/30/2016
His current fund management responsibilities will be shared across the investment value team and there are no planned changes to the investment objectives of any of the funds.
03/30/2016
Freeman was chief executive of network Intrinsic when it was acquired by Old Mutual in a deal worth £98 million.