02/14/2013
Saffery Champness lands HMRC heritage expert
"I had not intended to continue to work after my retirement from HMRC. However, Saffery Champness offered me the chance to continue to work in the specialist area of the national heritage aspects of inheritance tax."
02/14/2013
Reyl Group has appointed Guillaume Micolau as a senior wealth planner
02/14/2013
In their new roles, both Mr Fleming and Mr Henderson and will report to Ted Truscott, CEO of Global Asset Management for Ameriprise.
02/13/2013
TD Wealth provides clients with customized private banking and wealth management services.
02/13/2013
TD Wealth provides clients with customized private banking and wealth management services
02/13/2013
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
The opening of the Birmingham office further leverages Psigma’s ability to share the intellectual capital and expertise of the Punter Southall Group which now has eight Birmingham-based wealth management specialists.
02/13/2013
Barclays bolsters Manchester wealth arm with Coutts and UBS hires
Barclays has made two senior hires in its wealth and investment management office based in Manchester, with the appointment of Elizabeth Bird and Samantha Beach.
02/13/2013
Fleming Family & Partners hires ex-UBS man for client push
He was marketing and business development manager at Buckland Capital Partners, a family office established in 2008.
02/13/2013
SG Wealth steps up recruitment drive to cope with client influx
He was previously an adviser at neighbouring Norwich firm Financial Futures FA
02/13/2013
The expansion of the team has prompted Towry to start its search for larger premises, and it hopes to move to a new office in the city later this year.
02/12/2013
UBS financial services co-head to leave
He has led UBS's FIG team in Europe, Middle East and Africa (EMEA) since 2008.
02/12/2013
Barclays appoints director for wealth mangement business in India
Barclays, announces the appointment of Mr. Shajikumar Devakar as Director
02/12/2013
The trading loss raised serious questions about the firm’s oversight
02/12/2013
The Board is unanimously aligned with the direction Joe wants to take the company and believes his no-nonsense management style will enable a fast start on the path to rebuilding Legg Mason as a premier asset management company.
02/11/2013
Benjamin F. Edwards & Co, a boutique brokerage with family ties to the old A.G. Edwards & Sons
02/11/2013
A Director of IFA firm Saunderson House for the last 22 years, the appointment sees him reacquainted with his old firm’s former Chief Executive Officer
02/11/2013
Almost half of those job losses will come at its investment bank.
02/11/2013
In his previous position at Barclays he was responsible for overseeing banking relationships with over 50 asset managers.
02/11/2013
In his previous position at Barclays he was responsible for overseeing banking relationships with over 50 asset managers.