11/20/2015
Jefferies Said to Hire Oppenheimer Team for Wealth Management
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
New heads of Specialist Bank and CEO of Investec Bank Limited appointed.
11/20/2015
Promotes Chris Perretta to Newly Expanded Enterprise Data & Technology Role and Appoints Antoine Shagoury to Global Chief Information Officer
11/19/2015
The business offers a privately-owned self-employed structure with very high attention to the detailed needs of higher-net-worth clients and successful families.
11/19/2015
Stroij joins as LDI solution structurer.
11/19/2015
UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.
11/18/2015
Swiss private bank parts way with U.S. private-banking head
He will leave in the spring
11/18/2015
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse
11/18/2015
International law firm boosts Global Tax Team
He was previously a leader of the West Coast tax practice at another global law firm.
11/18/2015
BMO GAM hires Italy sales team head
At BMO, he will responsible for distributing the firm’s products and strategies across Italy for both wholesale and institutional clients.
11/18/2015
UK law firm appoints new partner and head of tax
With more than 20 years of experience as a tax partner, he was described in Chambers Global 2014 as a “skilled and experienced tax lawyer” and is ranked as a leading individual.
11/18/2015
The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests
11/18/2015
National law firm Shoosmiths has announced the launch of its' luxury asset litigation group following the appointment of Elliot Bishop.
11/18/2015
Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.
11/17/2015
Canaccord poaches Investec investment director
He moved to Investec in 2012 when it purchased Williams de Broe, where he had worked for 10 years .
11/17/2015
Switzerland’s biggest bank seeks to build its global technology business.
11/17/2015
Neuberger Berman has appointed Christian Puschmann as head of client group – Germany and Austria as it strives to bolster its European client capabilities.
11/17/2015
Rothschild has created a new role to oversee its sovereign advisory work, hiring a former head of sovereign ratings at credit rating agency Moody’s Investors Service to fill the post.
11/17/2015
UBS to Swap Hong Kong, Beijing Bankers to Integrate China Teams
The moves will help the Swiss bank strengthen collaboration between the offshore and onshore teams
11/17/2015
The appointment is part of a wider strategy to incorporate financial planning into the firm’s current offering.