11/11/2014
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue
11/07/2014
He is reunited with Al Breach, his former co-head of research at UBS in Moscow, who set up Gemsstock last year.
11/05/2014
STEP’s Board of Directors, which has eight members, was created in 2010 to manage the interests and affairs of the Society.
11/04/2014
At GAM, McKenzie will be responsible for the distribution of funds to wholesale clients in the UK, including private banks, wealth managers, multi-managers and family offices.
10/31/2014
In the job he started this week, he reports to Michael Bichan, head of currency distribution in the U.K., according to a UBS spokeswoman in London.
10/31/2014
He succeeds Bob Contri, a vice chairman of Deloitte LLP, who was named to the role in 2010 and retains his position as Deloitte's national financial services industry leader. Contri also spearheads a number of significant client and relationship effo