02/02/2013
In making the announcement, Heinrich Schlegel, President and Chief Executive Officer at Vontobel Asset Management, said, "The recognition of talent is a natural progression and a reflection of the growth of our firm.
01/31/2013
Advisers Bob Rumishek, Alex Velto, Rusty Volkert and John Cowley joined UBS's Brea office from Morgan Stanley
01/28/2013
The team, also known as The Fowler Financial Group, came to Raymond James from Morgan Stanley, where they managed more than $70 million in client assets and had annual fees and commissions in excess of $700,000.
01/28/2013
He was part of the Old Mutual team that acquired Skandia UK in 2006, an acquisition that led to his appointment as chief executive, while at Cofunds Williams grew assets under administration from £13bn (€15.2bn) to £27bn in 18 months.