04/03/2012
Prior to Gresham, Joeng was a portfolio manager and non-marketable securities officer at Williams College Investment Office where he was responsible for managing and investing the college’s private equity and real estate/real assets portfolios.
04/03/2012
He was also a founding member of ING Asia Private Bank at its launch in 2001.
04/03/2012
a 25 year veteran of the Financial Services industry, joins the Pall Mall based outfit from Citi Quilter
04/02/2012
Prior to joining Westwood Trust, he served as Private Client Associate Advisor for First National Bank/Wealth Advisors
04/02/2012
Adviser Scott Karkenny joined RBC's Conshohocken, Pennsylvania, office in early March from Morgan Stanley Smith Barney, where he managed $165 million in client assets.
04/02/2012
He has joined the team from local accountancy firm Old Mill Financial Planners
04/02/2012
Evercore Wealth Management Boosts team
He joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families
03/30/2012
That client, who is only identified in court documents as “D.F., a professional football player” is Indianapolis Colts defense end Dwight Freeney, an official confirmed.
03/30/2012
Wunderlich Securities Expands Its Private Client Group in Houston
For more than 40 years, Lynn Houston provided his clients customized financial strategies to help them achieve their life goals.
03/30/2012
European Private-Equity Chief To Leave China Wealth Fund
A top private-equity executive at China Investment Corp. has resigned, according to people familiar with the matter, joining other recent departures from the giant sovereign-wealth fund.
03/30/2012
UBS AG's Kaushik Amin was among at least four executives to leave the investment bank's operations in the Americas, said two people familiar with the matter.
03/28/2012
Their objective is to devise investment ideas at a time of low interest rates and turbulent markets, while building confidence among clients, Friedman said in an interview in Zurich yesterday.
03/28/2012
Swiss private bank looses emerging markets syndicate head
At UBS he transferred from Hong Kong, where he also headed the Asian syndicate desk, to London in May 2010 to run the global EM effort.
03/27/2012
As Head of Motor, Steve Morse will take on overall responsibility for Hiscox's high value motor line, working closely with brokers to identify areas of growth and developing opportunities through schemes and MGA channels.
03/27/2012
They generated roughly $6 million in revenue last year.
03/27/2012
The bonus would be on top of Levenson's compensation and benefits package already in place with The Hartford, the filing said.
03/27/2012
He will develop and implement advanced planning strategies for clients, including preservation of capital, tax minimization and lifetime cash flow needs.
03/27/2012
He will take on his new role from April.
03/26/2012
Christophe de Backer, Chairman of the Executive Committee of Banque Privée Edmond de Rothschild S.A. in Geneva (as of 26 April 2012) has been appointed Director and General Manager of Compagnie Financière Saint-Honoré in Paris (as of
03/26/2012
UBS has named it's head of its Middle East, North Africa (MENA) investment banking department, a source familiar with the matter said.