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
04/01/2013
He and his team created Archford Capital Strategies in 2013
04/01/2013
Legg Mason has announced a series of appointments to align its executive leadership team with the Company's growth objectives.
03/28/2013
RBC Wealth Management has strengthened its presence in Pittsburgh with the addition of five advisors with $2.8 million in combined production.
03/28/2013
He has over eight years of experience in the high net worth private wealth management industry
03/28/2013
She is the latest senior executive to leave JPMorgan since another group within the CIO lost $6.2 billion (4 billion pounds) on the so-called "London Whale" derivatives trades.
03/27/2013
Blumer will be responsible for developing BlackRock’s strategic plan for EMEA
03/27/2013
Charles Stanley poaches Brewin Dolphin Leicester team
The other team members are believed to also include a number of divisional directorsThe other team members are believed to also include a number of divisional directors
03/27/2013
Standard Life Wealth has launched a new charity desk which will be managed by ex-UBS wealth management director