04/07/2013
“His 29 years of private wealth management experience and expertise offer a unique perspective that will further enhance our industry-leading client services and national presence.”
04/07/2013
He “is a well-respected advisor in the New England area and a significant and valuable addition to the Janney team.”
04/07/2013
The Board has announced its expansion in South East Asia to cement its growing operations and to ensure its proximity with its key clients, regulators and stakeholders in the region.
04/07/2013
She joins from EFG Private Bank, where was tasked with building a book of high net worth Chinese resident and non-resident clients.
04/07/2013
He will report to Ravi Raju, head of the firm in Asia Pacific.
04/07/2013
Ashcourt Rowan has hired Brewin Dolphin investment manager Harry Burnham
04/07/2013
Saffery Champnes has promoted three senior managers to partnership in its London, Bournemouth and Harrogate offices.
04/07/2013
Prior to Goldman Sachs, she was a senior marketing manager at Fidelity Worldwide Investment and previously held managerial positions at Skandia Investment Group and AXA Investment Managers.
04/04/2013
They were named co-heads of real-estate finance and mortgage-backed securities after Kenneth Cohen exited to become the global head of commercial real estate at Bank of America in New York, UBS confirmed on March 28.
04/03/2013
Advisers Stephen Shipley and John Rubottom moved to Prospera last week from Morgan Stanley Wealth Management
04/02/2013
HSBC names new French CEO
He has been with the HSBC group for over a decade, having joined in 2001 to create HSBC Global Asset Management's Italian affiliate.
04/02/2013
The North American banking group advises depository institutions on mergers and acquisitions and helps them issue stocks and bonds.
04/02/2013
UBS has lost at top hedge fund relationship manager.
04/02/2013
Outgoing FSA chairman Lord Adair Turner is to take up a role with a US think-tank run by George Soros
04/02/2013
He Lars joins Barings from Henderson Global Investors
04/02/2013
BlackRock multi-asset chief steps down
He currently co-manages the £105m Balanced Income fund, along with a number of other multi-asset mandates.
04/01/2013
While at Merrill, he generated roughly $1.1 million in annual production on $125 million in assets.
04/01/2013
A former British naval officer, left UBS that same year to start his own boat repair and sales company.
04/01/2013
She will be based in Washington, D.C.
04/01/2013
He joins from The Premier Group