03/13/2017
Saunderson House hires Close man to lead new discretionary arm
He has also had spells at Brewin Dolphin, Coutts, HSBC Investments and Deutsche during his career.
03/10/2017
Former U.S. Bank executive joins RBC as head of Wealth Planning
A 25-year veteran of the financial services industry
03/10/2017
Citi Private Bank Recruits New Talent
Jorge brings over a decade of institutional and high net worth portfolio management experience, which he will put to use for our clients in the greater Seattle area by delivering innovative investment strategies,” said Mr. Remak.
03/10/2017
The bank’s Abbot Downing division said Thursday that it had hired historian Mark Speltz from the -owned
03/10/2017
He has been a leader in defining KPMG's global strategy and a champion in promoting an inclusive and high-performing culture throughout the KPMG network.
03/10/2017
JP Morgan is well equipped to innovative new ways of serving investors in an ETF structure
03/10/2017
As president of Man FRM, McCloskey is responsible for overseeing a number of key strategic relationships and driving the expansion and evolution of the business in North America.
03/10/2017
Raymond James Welcomes Veteran Advisor and Team from Merrill Lynch
The firm has a high regard both for the role of the advisor and the interests of our clients.
03/09/2017
Leonard joined from UBS Global Asset Management, where he has worked in a variety of roles, most recently as global head of equities.
03/09/2017
Lisa Shalett has succeeded Mike Wilson, who was recently promoted to U.S. chief equity strategist.
03/09/2017
Banker from Deutsche Bank joins Invesco PowerShares
03/09/2017
Also adds investment assistant to Chichester office
03/08/2017
SGPB had announced in December 2016 that it planned to expand its operations in Switzerland.
03/08/2017
Has been active in adding bankers in both Asia and the Middle East since the beginning of the year.
03/08/2017
They join at an important time as we continue to grow our Asian multi-family office business.
03/08/2017
UBS has also hired Karen Tsang from Credit Suisse in early January.
03/08/2017
Brookwood Securities Partners boosts team
He has a proven track record of developing strategic, long-term business relationships and we are excited to welcome him to our firm.
03/08/2017
Last month, two veteran Merrill Lynch advisors producing $1.3 million in annual revenue left for Morgan Stanley.
03/08/2017
Banque Cramer appointed Cédric Anker as its new CEO.
03/07/2017
This is a very exciting time for the Exchange.