10/18/2016
BofA/Merrill Lynch Shuffles Execs in Wealth Management
Citisoft Group, a key SEC division, and Nasdaq have People Moves news of their own.
10/18/2016
Citisoft Group, a key SEC division, and Nasdaq have People Moves news of their own.
10/18/2016
Lombard Odier Private Bank new hires will work with chief executive officer
10/17/2016
The company declined further comment.
10/17/2016
This is our largest partner class in six years and reflects our commitment to growing from within.
10/17/2016
Both Towry and Tilney have a strong stance on placing the client at the heart of all they do with a very professional approach to supporting their clients and like-minded business colleagues.
10/17/2016
His unique and outstanding track record specializes in FinTech and includes a strong understanding of Front-Office, Middle-Office and Back-Office processes.
10/14/2016
Santander UK has in place a team of more than 40 private bankers spread across the UK
10/14/2016
Also co-founded hedge fund
10/13/2016
He will focus on defending companies from activist attacks.
10/13/2016
An expanding wealth management has opened its first office in the Solent area and recruited a trio
10/13/2016
This will be at the forefront of everything we do. Our proposed partnership programme will be a significant accelerator of our plans.
10/12/2016
Previously a member of the strategic wealth advisory team at Goldman Sachs Group Inc.
10/12/2016
He is a great fit for U.S. Bank and represents our core values extremely well.
10/12/2016
The team which has over 77 years’ experience in the industry, works ‘hand-in-hand’ with the 40 strong fixed income and global emerging market equities teams, allowing us to seek out the best investment ideas and opportunities for our inv
10/12/2016
Forrest joins from Davy's Private Client division where he focused on financial and investment advice.
10/12/2016
Kellard was chief executive of Winterthur Wealth Management from 2003 to 2006 when it merged with Axa.
10/11/2016
Has been appointed Team Head for the Philippines market, and will also be based in Hong Kong.
10/11/2016
Having joined UBS in 2006, Li's latest role at the bank was deputy head of China in the bank's corporate client solutions department
10/11/2016
The moves come after Deutsche Bank separated its asset and wealth management arms in January.
10/11/2016
Mrs. Fox and Mr. Koch have also been appointed members of the Board of Directors of HSBC Private Banking Holdings (Suisse) SA