11/28/2012
UK private bank names Philippine head
He joins from Morgan Stanley in Hong Kong, where he was responsible for building up an offshore Philippines team targeting the ultra-high-net-worth segment.
11/28/2012
Schroders has announced that Kevin Parry has decided to step down as Chief Financial Officer and as a Director of the Company with effect from 5 May 2013.
11/28/2012
Jelley joined SJP in May 2011 to broaden its service offering for high net worth clients.
11/28/2012
BNP Paribas CIB appoint EMEA banking head
The appointment comes as part of CIB’s commitment to expand its business in several key areas
11/28/2012
The continued presence and perspectives of both gentlemen on our Board, along with their extensive knowledge of Butterfield, will serve Butterfield Bank [UK] Limited well as we continue to develop and enhance our private client services and do our part to
11/27/2012
He will report to Alexis de Rosnay, the recently appointed chief executive of Canaccord Genuity in Europe.
11/27/2012
Liontrust is to launch a Dublin-based Global Strategic Bond Fund in the New Year, subject to appropriate regulatory approvals.
11/27/2012
The pair joins the business at the same time as Loisa Mannoch, formerly of private client law firm Speechly Bircham.
11/27/2012
He will relocate to Singapore from Paris
11/27/2012
In his new role Kratz will be tasked with leading a team that manages approximately US$50bn in assets for clients including sovereign wealth funds, government entities, pensions and corporations.
11/27/2012
These latest appointments mean we are well resourced to carry out and present this analysis to our investment managers who make the decisions on portfolio construction'.
11/26/2012
Morgan Stanley Wealth Management appoints new regional director
He began his career with Morgan Stanley in 1989 and has been in the financial services industry since 1976.
11/26/2012
Nuveen, known principally for its funds that invest in municipal bonds, has expanded its stock and taxable bond strategies in recent years.
11/25/2012
Stephen Lansdown said "I believe this is the right time for me to step down
11/25/2012
He said: "I'm pleased to be part of the forward thinking team at Close Brothers
11/25/2012
Marc Hotimsky, a co-founder of fund of hedge funds manager New Finance Capital
11/25/2012
National IFA poaches Origen’s private client boss to drive expansion
He will work on Towergate's growth plans in the private clients, small and medium enterprise and mortgage sectors.
11/25/2012
Former 3M boss appointed to advise Rothschild
“I’ve dealt with Rothschilds over the years and have found them to be a wonderfully honourable bank.
11/25/2012
He plans to retire by the end of the year and will work closely with his successor Robinson over the next month to ensure a smooth transition.
11/25/2012
U.S. Bank ramps up Florida HNW business
U.S. Bank is ramping up its high-net-worth wealth management business in Florida with the addition of three industry veterans to the Private Client Reserve in Palm Beach and Naples.