03/26/2012
In fact, Ms Cole looks like the cat that got the cream. We meet in a tiny room at the Financial Services Authority's offices at Canary Wharf and she's looking tanned and fit after a holiday in Thailand.
03/26/2012
Their charter will be to promote ClearView's life advice and wealth product suites launched in December 2011 to independent financial advisers (IFAs).
03/26/2012
The exact reasons for their departures are not known, although a spokesperson said they were leaving to pursue ‘alternative opportunities’.
03/26/2012
He was the Head of Retail Branch Banking business in India where he ran Citi’s network of 42 branches spanning across 30 cities and was responsible for Commercial Banking and Wealth Management distribution business originating from the Bank’s
03/26/2012
He joins Rathbones from Turcan Connell Solicitors & Asset Managers where he has worked for over five years, managing investments for private clients, charities, trusts and family offices.
03/23/2012
UBS Global AM's Asia Pacific to step down
Chief Executive of UBS Global AM's Asia Pacific business is stepping down.
03/23/2012
The Swiss-based bank hired four people in Canada last week, bringing the total to seven new hires this year.
03/23/2012
Bob will be based in Morgan Stanley’s Private Wealth Management office in Chicago to further expand the existing footprint of Graystone Consulting, as well as partner with Morgan Stanley’s Private Wealth Advisors who provide a range of investm
03/23/2012
The bank is also moving across a top executive in the United States, where Amine is based, to run investment banking for Europe, the Middle East and Africa, according to a second memo obtained by Reuters.
03/23/2012
According to Robert S. Matthews, President and CEO of Fieldpoint Private, professionals such as Mr. Rigoroso are among the key reasons the firm has grown more than ten-fold, to nearly $3 billion in assets under administration, in the past year.
03/23/2012
Prior to that, he was a senior investment counselor and chief investment officer of Miller/Russell & Associates, where he oversaw the institutional wealth management division and the firm’s investment platform.
03/23/2012
James Hambro & Partners has unveiled a string of new hires and partners as it looks to strengthen its team.
03/23/2012
Rathbone Investment Management has completed a four-strong hiring spree from rivals Brewin Dolphin, Newton Investment Management and Turcan Connell.
03/23/2012
She joins from Lloyds Banking Group where she was Finance Director of the Corporate Banking Division
03/22/2012
He joined Wells Fargo in 2000, following five years at Bank of America in various senior wealth advisory roles.
03/21/2012
The largest producing team of those hires includes Matthew Kilgroe, Peter Frantzis and Tommy Kidwell, who join UBS in St. Petersburg, Fla., from Merrill Lynch.
03/21/2012
He was based in the bank's London office, said in a phone interview that he has "no intention of taking a role in another investment bank."
03/21/2012
Among other complex projects, Beck implemented a global risk management and control system, and participated in the design and implementation of a global IT platform for investment banking at UniCredit Bank AG.
03/21/2012
"They bring a lot of tenure to the firm," said John Mabee, vice chairman of Baird's private wealth management group.
03/21/2012
He was deputy chief executive of the fund since 2006, was also mostly recently the chief executive of Bahrain-based labour fund Tamkeen, Mumtalakat said in a statement.