12/18/2018
She joined Northern Trust in 2000, became president of the Los Angeles region in 2009 and was promoted to president of the Southern California region last year, according to the press release.
12/17/2018
The promotions come as Barclays’ investment bank is under scrutiny by investors, amid pressure by activist investor Edward Bramson who sees paring back the trading business as the way to generate better returns for Barclays overall.
12/17/2018
She will work in partnership with the Digital team and in close collaboration with the regional marketing teams.
12/17/2018
It currently employs 180 wealth managers.
12/14/2018
Before joining Pimco, Arias Kluge worked at Natixis' Bogotá office for about nine months as a sales manager for the Andean region.
12/13/2018
UBS Asset Management had 815 billion Swiss francs ($830 billion) in assets under management as of Sept. 30.
12/13/2018
Former CEO of ASEAN, Alejandro Echegorri to assume role as Chief Investment Officer with Principal Asia
12/13/2018
A person with knowledge of the matter estimated their collective book of business was about $1 billion and said they averaged 15 to 20 years of industry experience.
12/13/2018
She spent 20 years at Merrill Lynch, serving in senior management roles in Global Wealth Management and International Private Client and Banking, and as Head of Products and Services for Toronto-based Merrill Lynch Canada.
12/13/2018
Vontobel's asset management is merging its multi-asset class boutique into a quantitative boutique which operates as Vescore.
12/13/2018
For his position at Barclays, Humpleby will relocate from Hong Kong to Jersey and join the Channel Islands leadership team, reporting to managing director Paul Savery, who said his appointment would set the bank up «for a strong start to 2019.&r
12/12/2018
Hunter has over 25 years’ experience in the Banking and Wealth Management sectors
12/12/2018
As the sole head of IPS, Wiesendanger will oversee the firm’s global wealth management offerings including advisory programs, alternative investments, capital markets, wealth planning and banking solutions.
12/12/2018
The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.
12/12/2018
Wealth manager posted £1.6m loss for 2018
12/12/2018
The SYZ Banking Group is very pleased to announce that effective 7th January 2019, William Nott will be appointed as CEO* for SYZ Asset Management. He will become a member of the Executive Committee of the Group and a key shareholder of SYZ Asset Managem
12/12/2018
Hoxha spent seven years with Wellington Management and most recently held the title of bond portfolio manager and managing director.
12/11/2018
In this role, Kang will drive business momentum by growing and strengthening the bank’s relationship with key clients and stakeholders in Southeast Asia, bringing to clients the full spectrum of Credit Suisse’s products and services.
12/11/2018
Confirming his departure, UBS said it had appointed Jamee Wong as So's replacement.
12/11/2018
The Swiss bank has been investing heavily in its new technology-led research platform