12/16/2015
Barings appoints lead marketer
He joins Barings from Legg Mason Global Asset Management, where he was head of international intermediary marketing and led the firm’s marketing activities across Europe, Asia and Latin America.
12/16/2015
He joins Barings from Legg Mason Global Asset Management, where he was head of international intermediary marketing and led the firm’s marketing activities across Europe, Asia and Latin America.
12/16/2015
He began his career as a practicing attorney in estate planning with the law firm Sachnoff and Weaver, now Reed Smith
12/15/2015
Galli, who previously worked at UBS from 1986 to 2008, is rejoining the firm with nearly $440 million in AUM after spending the last seven years with Credit Suisse
12/15/2015
A Standard Chartered spokeswoman declined comment on the departures.
12/15/2015
She will report directly to Ariane de Rothschild, Chair of the Group Executive Committee.
12/15/2015
He co-founded the wealth management software provider InfoComp in 1988.
12/14/2015
Wealth Management emerging market expert Falcon Private Wealth, recognizes it’s Head of Greater China, Bryan Wang
12/14/2015
Firm says his appointment as chairman is subject to approval from the financial watchdog
12/14/2015
The former Minister for trade and investment will replace Jon Aisbitt, who stands down next year.
12/14/2015
Fulcrum Asset Management promoted Tim Meggs and Nabeel Abdoula as the firm's partners.
12/14/2015
In 2002, he returned to private client investment management with Border Asset Management
12/14/2015
Roel van de Wiel has been appointed Commercial Director for the Netherlands and the Nordic Region.
12/14/2015
Mr. Whiting brings more than 20 years of experience as a technology applications and client engagement executive.
12/11/2015
New York-headquartered U.S. Trust, Bank of America Private Wealth Management, has announded the addition of eight new wealth management professionals throughout the country.
12/10/2015
His appointment highlights the shift at UBS towards advisory and capital markets after its high profile shuttering of capital-intensive fixed income trading businesses nearly a year ago.
12/10/2015
Before that, he held several senior roles in FIG investment banking and debt capital markets.
12/10/2015
Vamoli will be replaced by economist and PRO lawmaker Federico Sturzenegger, as it was announced by Lwt’s Change coalition.
12/10/2015
Thompson, who reports into Freeman, was previously distribution director at Intrinsic and responsible for leading the team.
12/09/2015
The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.
12/09/2015
Raymond James also said Caitlin Abbott will be joining the team as an administrator.