06/28/2017
UBS chief economist Scott Haslem calls time
The memo also said UBS would look to hire an economist to work with Tharenou and Haslem remains at UBS until the end of August to ensure a "smooth transition."
06/28/2017
The memo also said UBS would look to hire an economist to work with Tharenou and Haslem remains at UBS until the end of August to ensure a "smooth transition."
06/28/2017
Morley was CEO of Coutts between 2009 and 2016 and also spent seven years chairman of Royal Bank of Scotland International.
06/28/2017
The new role reflects the increasing importance of wealth planning to Canaccord Genuity Wealth Management and how much of a pivotal role it has to play in the growth of the business.
06/28/2017
We are delighted to be welcoming Mark on board
06/28/2017
She represents high-net-worth individuals and their families who have complex estate planning needs.
06/28/2017
New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm
06/28/2017
UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.
06/28/2017
In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.
06/28/2017
Chief executive and founder Callum Murray said: “We’re honoured to welcome Sir Sandy to our board."
06/27/2017
Before joining Kina, Pawson held multiple roles at Westpac including general manager commercial banking and regional head South Asia and Pacific.
06/27/2017
Jon Little also became an independent non-executive director of the Old Mutual Wealth Board in May 2017.
06/27/2017
The trained economist is a UBS lifer, beginning his career at Swiss Bank Corp.
06/27/2017
Snell was most recently global head of multinational coverage at Deutsche, and previously spent 25 years with Citigroup
06/26/2017
Sloan joins the firm after almost a year out of the industry.
06/26/2017
The bank has bucked the hiring cycle before, adding several high-profile private bankers poached from rivals in a recruiting drive last year.
06/26/2017
Experienced in managing clients who are within partnership structures, in his new role Tuck will focus on UK professional clients.
06/26/2017
Merz has a dozen years of experience in alternative investment.
06/26/2017
Credit Suisse's emerging markets equity team currently manages $360 million.
06/23/2017
Ackermann is leaving due to differences of opinion about the management of the bank, Bank Cler said in a statement.
06/23/2017
Over the past decade, the Swiss bank has built one of the largest China-focused investment-banking businesses and while China remains a key market, UBS wants to pay more attention to other parts of Asia.