04/09/2014
Morgan Stanley Wealth Management shuffles field leadership
Brokerage is consolidating three divisions into two and reducing its 12 regions to eight
04/09/2014
Brokerage is consolidating three divisions into two and reducing its 12 regions to eight
04/09/2014
We recognise that the needs of investors across Europe are changing
04/09/2014
Europe is often cited as an attractively valued market
04/09/2014
John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.
04/09/2014
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/08/2014
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Close Brothers Asset Management is strengthening its research capacity through the appointment of a number of dedicated equity analysts
04/08/2014
State Street Global Advisors has appointed former Towers Watson consultant Alistair Byrne as a senior defined contribution investment strategist.
04/08/2014
One of the founding members of financial research boutique Autonomous is to join $2 trillion fund giant JP Morgan Asset Management, in the latest high-profile switch from the sellside to the buyside.
04/08/2014
Both are already directors of Stanhope Capital’s holding company and will now expand their roles.
04/07/2014
The hires come a decade after the firm witnessed the exit of its entire private capital
04/07/2014
The moves mark the biggest management reorganization since 2012
04/07/2014
He joins from FF&P from Quartilium
04/07/2014
In 2007, she started her own company, CNB AG, focusing on business consulting and art dealing.
04/04/2014
Ruffer co-founder Jane Tufnell is set to retire after 20 years at the wealth management firm.
04/04/2014
RBC Investor & Treasury Services, part of Royal Bank of Canada, has hired Pascal Thorens as managing director of Switzerland.
04/03/2014
Platt was the director of wealth and investment management
04/03/2014
He brings over 25 years of transfer pricing experience, most recently as partner with KPMG in London,
04/03/2014
Rathbones also recently strengthened its Edinburgh office with the promotion of Sally Tait.
04/02/2014
Kleinwort Benson chief executive Sally Tennant was replaced with immediate effect yesterday, stepping down as head of the private bank.