12/19/2013
Brussels chief Michel Barnier bans banker meetings
Michel Barnier, the European Commissioner for internal markets and services, has banned his department's staff from holding any meetings with bankers
12/19/2013
Michel Barnier, the European Commissioner for internal markets and services, has banned his department's staff from holding any meetings with bankers
12/18/2013
She was most recently at UBSâWealth Management
12/17/2013
He joins from HSBC, where he was managing director and head of its UK ultra-high net worth team.
12/17/2013
Investment manager JM Finn & Co has appointed Sarah Soar to the newly created position of head of front office, to start 13 January 2014.
12/17/2013
Prendergast's previous role was at Credit Suisse Private Banking UK marketing their External Asset Manager solution.
12/17/2013
His talents are expected to drive the firm’s growth efforts to that of a nationally recognized wealth management solution for the $1 million plus investor.
12/17/2013
He is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
Hans Lauber who has previously held both positions will leave Julius Baer for private reasons
12/16/2013
Previously he worked for Standard Life in a strategic deals role, targeting large IFA firms and banks.
12/16/2013
This follows the sale by Lloyds Banking Group of its remaining holding in SJP by way of a placing to institutional shareholders.
12/12/2013
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
His appointment demonstrates our commitment to developing innovative solutions for our clients who are struggling to help their employees transition to retirement.
12/12/2013
He returned to the provider in February this year to head up its wealth planning division. However, a spokeswoman confirms Jelley has now left the firm by mutual consent.
12/11/2013
He is responsible for strengthening relationships with global distributors, private banks, family and multi-family offices
12/10/2013
He joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/10/2013
Christie’s has hired Marc Sands as its chief marketing officer, a role that had been vacant for more than two years
12/10/2013
Neave’s responsibilities will be taken up by deputy managing director Steven Graham and Andrew Savill, business development director.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Architas, the multi-asset arm of Axa Wealth, has seen massive inflows in the past 18 months helped particularly by its relationship with the Axa Elevate platform.
12/09/2013
He will be based in Towry’s London office on New Fetter Lane, has most recently worked as an IRM portfolio specialist at BlueMountain Capital