07/25/2016
East Lothian-based wealth manager attracts heavyweight
The Haddington-based firm, co-founded 31 years ago by former Edinburgh Fund Managers star Victor Wood, has now topped £1.3billion of client funds, almost four times its level in 2009.
07/25/2016
Independent trust, fund and corporate service provider strengthens Family Office team
He was named as one of Jersey’s Future Leaders in Private Wealth in the September 2013 edition of Citywealth, and as one of E-Private Client’s Top 35 under 35 in 2012.
07/25/2016
Provides Full Suite of Capital Advisory Services to Hedge Fund, Private Equity, and Real Estate Firms
07/25/2016
Allfunds poaches ex-RBC director to lead new wealth manager support service
Will support fund buyers with new regulatory requirements
07/22/2016
He worked at Credit Suisse in a similar role.
07/22/2016
In recent months Standard Chartered Private Bank has made a series of hires in both Hong Kong and Singapore as Didier von Daeniken, Global Head, Private Banking and Wealth Management continues to build out his business.
07/21/2016
RBC Wealth Adds Two Teams From Rivals
Meanwhile, Cetera, Deutsche Bank & Snowden Lane say they have picked up new advisors, as well
07/21/2016
These include overseeing the firm’s range of long, core/value and long/short equity strategies, which the pair had been co-managing for the past three years.
07/20/2016
The pair, which make upwards of $1 million in revenue per year and are well-regarded within the industry, have been hired by stockbroker Ord Minnett.
07/20/2016
Man Group appoints new chief executive
He is responsible for managing Man Group’s four investment units, Man AHL, Man GLG, Man Numeric and Man FRM.
07/20/2016
Roman took over leadership of Man Group at a time of volatility and client withdrawals amid losses posted by one of its main funds.
07/20/2016
Fujita joined the firm’s Japanese brokerage unit in 2000 and worked as chief equity strategist.
07/19/2016
Julius Baer further strengthens client and market focus
All new positions are staffed from within the organisation which underlines the strong talent pool of the Bank.
07/19/2016
It remains a strategic priority and we will continue to invest in the necessary resources to make it a core contributor of revenue to our business.
07/19/2016
The company, a part of the investment management unit of Bank of New York Mellon Corp, named Scott Sandee as a senior wealth director.
07/19/2016
His responsibilities will include developing the company's presence in new markets, increasing the firm's assets under management and developing new products.
07/19/2016
Credit Suisse is naming Marcel Schuler as COO of international wealth management, its private banking unit, effective Nov. 1
07/19/2016
The BRRD provides a framework to deal with banks which are in crisis and builds on the measures taken to ensure firms have a recovery plan in place that minimises disruption to the financial system at large.
07/19/2016
No’s appointment comes just a week after the Swiss bank made three senior appointments for its IBCM division in China to beef up its onshore coverage capabilities.
07/18/2016
Murnan earned her Bachelor of Science in Business Administration with a focus on Finance and Accounting at Creighton University.