03/12/2014
Raymond James Announces Private Clients Group Leadership Appointments
He joined Raymond James in 1998 as a branch manager, attracted by the firm's client-centered philosophy and culture of independence.
03/12/2014
Quilter Cheviot Grows Following 'Stellar' Performance
The appointment follows a year in which Quilter Cheviot’s Jersey office grew its funds under management by 14%.
03/11/2014
Woodford is leaving after 25 years to head up a new firm called Woodford Investment Management, which is being created on the back of existing business Oakley Capital.
03/11/2014
F&C Investments' global strategist Ted Scott has retired after spending 30 years at the company.
03/11/2014
Brooks Macdonald International has today announced the appointment of Lindsay Bateman as Senior Business Development Manager based in their Jersey office
03/10/2014
Former UBS chief executive to become chairman of Swiss private equity company
The Zug-based group said the appointment marked the latest stage in its “institutionalisation”
03/10/2014
Salaries for those securing new jobs increased by 15 percent on average in February compared with 20 percent in January.
03/10/2014
Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.
03/10/2014
KPMG in the Channel Islands has promoted two of its senior members of staff.
03/10/2014
They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.
03/10/2014
Harley Bassman, a managing director at Credit Suisse Group AG securities arm who calls himself “The Convexity Maven,” said he is leaving the bank.
03/10/2014
Former Legal & General Investments managing director Simon Ellis has joined HSBC Global Asset Management in the newly-created role of global head of client segments.
03/10/2014
Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald & Co. serving the private wealth management market, today announced the expansion of its wealth management team with the appointment of two registered financial advisors
03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
He will work directly with Westpac chief executive officer Gail Kelly on a range of strategic issues.
03/07/2014
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/07/2014
Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.
03/07/2014
Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.