Managers of Wealth

Promotions at KPMG in the Channel Islands

KPMG in the Channel Islands has promoted two of its senior members of staff.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.

Credit Suisse’s Bassman Leaves Wall Street Banks After 30 Years

Harley Bassman, a managing director at Credit Suisse Group AG securities arm who calls himself “The Convexity Maven,” said he is leaving the bank.

Ex-L&G managing director joins HSBC GAM

Former Legal & General Investments managing director Simon Ellis has joined HSBC Global Asset Management in the newly-created role of global head of client segments.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald & Co. serving the private wealth management market, today announced the expansion of its wealth management team with the appointment of two registered financial advisors

Morgan Stanley vice chairman of Wealth Management Named Chair of ELC

Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group

Westpac appoints deputy CEO

He will work directly with Westpac chief executive officer Gail Kelly on a range of strategic issues.

Citi loses two veteran executives

As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.

Raymond James Welcomes $1.9 Million Team from UBS Financial Services

Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.

UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse

UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.

Wealth planning expert appointed to lead Lombard International Assurance's specialist team

Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.

Chase de Vere offers RDR-burdened Chester adviser a home

Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.

Barclays wealth advisory head joins Salamanca

Based in London he will spearhead the development of a new model for the provision of global family office services, aimed at helping families with increasingly complex issues to deliver on their personal and strategic objectives.

Ex-Thames River director joins adviser firm

Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.

Ex-Thames River director joins adviser firm

Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.

Raymond James Recruits $2.2 Million Advisor from Merrill Lynch

Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T

Van Lanschot appoints head of Treasury

He is an experienced finance professional with expertise in managing interest rate risk, liquidity, solvency, capital planning and covered bond programmes.

CISI Jobs Online great news for global financial services job seekers and employers

financial services industry with financial services firms/recruiters searching for employees.

Morgan Stanley wealth management hires advisers from UBS, Wells Fargo

Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.

Citi announces new head of banking and wealth management

She held senior banking, investment and wealth management positions at NAB and Macquarie Bank before joining Citi.

Executive Moves