10/29/2013
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10/29/2013
Job cuts as Wealth manager shuts Stoke office
The firm says all staff affected by the closure have been offered the opportunity to apply for roles in Manchester and elsewhere in the Group.
10/29/2013
Former Barclays Private Banker Quits For Advice Firm Post
Prior to that, he was with Merrill Lynch Wealth Management from 2005 to 2011.
10/29/2013
UBS AG unit Wealth Management Americas said on Wednesday it hired a team of four financial advisers for its UBS Private Wealth Management office in Los Angeles.
10/29/2013
The Blackstone Group hires longtime Merrill Lynch banker
She will serve as a managing director at Blackstone, focused on product development for the firm's wealth management group.
10/29/2013
Hawksmoor poaches Investec pair
Hawksmoor Investment Management has declared its intention of be
10/28/2013
Based in Dublin, he will be responsible for managing and developing the firm's relationships with its intermediary client base in Ireland, especially concentrating on its strategic partnership with New Ireland Assurance.
10/27/2013
She joins from UBS Wealth Management, where he was a senior banker in the global family office group.
10/27/2013
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
10/27/2013
He brings significant expertise and experience in the hedge fund asset class across the US, European, Asia Pacific and Japanese markets.
10/27/2013
Positive Solutions chief operating officer Richard Pearson is to leave the national IFA at the end of November.
10/25/2013
Curran will take on the role at the end of October in addition to his existing responsibilities, the Swiss bank said in a memo seen by Reuters.
10/24/2013
Former UBS Wealth Management exec to head up Vontobel’s Platform Management Business
The trend in wealth management towards independent and product-neutral investment advice is clearly bolstering the strategic importance of the Multi Issuer Platform deritrade
10/24/2013
Allan will report to Stephen Martin, head of Brewin’s Glasgow office. He recently left his role as a portfolio manager in Barclays’ Glasgow office.
10/24/2013
She joins from AllianceBernstein
10/24/2013
He brings with him over 20 years banking experience from across Europe, Brazil and the United States.
10/23/2013
Boutique private client wealth management firm expands business development team
He joins the Pall Mall based outfit from Fidelity International,
10/23/2013
Berry Asset Management has hired a business development manager to expand its distribution into the adviser market.
10/23/2013
Deutsche Asset & Wealth’s UK head of portfolio management Jonathan Marriott is to leave the company at the end of October, just seven months into the role.
10/23/2013
In his new capacity he will be responsible for strengthening relationships with the firm's third-party clients and ensuring the firm’s high-quality investment solutions are distributed effectively to external investors worldwide.