07/31/2012
William Blair taps industry veteran as CFO
A 20-year veteran of the financial services industry, Mr. Zindel, CFA, CPA, has extensive experience with operational, tax, and financial matters. H
07/31/2012
A 20-year veteran of the financial services industry, Mr. Zindel, CFA, CPA, has extensive experience with operational, tax, and financial matters. H
07/31/2012
Celenza, DiGioia make quick exit from U.K. bank after 11 years at Smith Barney; location, location, location
07/31/2012
Premium Wealth Management has expanded its network, with advisory firm Meridien Wealth joining the dealer group.
07/31/2012
Ex-Olympic champion appointed Queensland state manager
07/31/2012
Naratil said in February that the business, which was profitable for UBS, had about 50 people.
07/31/2012
Asia remains the most popular destination for expatriates
07/31/2012
The group confirmed press reports that the Chief Executive of Thames River will be stepping down
07/31/2012
Todd's international private client practice focuses on tax, trust, estate and business succession planning for high-net-worth individuals and families, and their companies, foundations and family offices.
07/30/2012
He joined the Bank in 1991 and has worked across different businesses including corporate banking, capital markets and wealth management, replaces Gunit Chadha who was named Asia Pacific co-CEO earlier this year.
07/30/2012
He joins after nearly 29 years at Barclays, which included 10 years in corporate finance and large corporate insolvency before joining the Bank's Middle East private banking business 19 years ago.
07/30/2012
He has over 25 years of private banking experience, predominantly in the private banking sector and most recently with Coutts & Co where he held the position of Deputy Head of Global Strategy & Change, RBS Wealth Division.
07/29/2012
He joined Standard Chartered in 2009 to repair and expand a high-net-worth business spanning the United States and Latin America.
07/29/2012
He will succeed Gavin Sullivan head of EMEA communications
07/29/2012
Company names leadership of Consumer & Community Banking; Corporate & Investment Bank businesses
07/29/2012
He will support private banking sales in Switzerland with market research after spending six years in Dubai, two people familiar with the matter said.
07/25/2012
Cantor is also making some more senior hires and taking with potential joint-venture partners in China.
07/25/2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee.
07/25/2012
Speechly Bircham has added to its significant Private Wealth capability with the appointment of heavyweight private client lawyer
07/25/2012
He was previously chief executive of Invesco’s UK and offshore business and a member of the group executive board.
07/24/2012
Barron's ranked U.S. Bank Wealth Management the 16th-largest U.S. wealth manager in its 2011 survey of "Top 40 Wealth Managers" published on Sept. 19, 2011.