06/07/2012
Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accuratel
06/07/2012
Clark joins a team of eight wine industry and agribusiness bankers in the bank's Premium Wine Group.
06/07/2012
The Global GRC offering draws on Deloitte member firms' existing practices across all business lines -- audit and enterprise risk services, tax, consulting, and financial advisory -- to drive value for member firm clients in an increasingly complex a
06/07/2012
He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.
06/06/2012
Guardian Wealth appoints new MD:
Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.
06/06/2012
Plan B invests in HNW client growth
He made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.
06/05/2012
He was formerly Swiss Rock’s head of customer service for private clients and family offices
06/05/2012
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and
06/05/2012
Citi appoints new head of consultant relations team
The North America group that he now oversees is part of a global coverage team that includes consultant relations support for Europe, Middle East and Africa.
06/04/2012
Deutsche Bank’s newly anointed Asia Pacific chief executives have unveiled an expanded management team for the region.
05/31/2012
The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.
05/31/2012
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.
05/31/2012
He joins from Clariden Leu
05/31/2012
She will report to Towry head of client proposition David Middleton.
05/31/2012
Both appointments are subject to regulatory approval, the people said.
05/30/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/30/2012
He was previously a family wealth advisor at wealth management firm GenSpring, where she was responsible for cash flow and liquidity analysis, coordinating credit and banking needs as well as tax and estate planning.
05/30/2012
He brings over 15 years’ corporate financial planning experience to his new role.