01/12/2017
He went on to say “Evan has a deep knowledge and background within the wealth management, ‘High Net Worth’ and ‘Ultra High Net Worth’ arena and we are exceptionally pleased to have him on board”.
01/12/2017
The regional front office team has added 12 new senior relationship managers since October.
01/12/2017
India is a growing market with great potential for mobility products and services.
01/11/2017
The departure came after disappointing results for equity trading last year
01/11/2017
The asset manager hopes the new hire will help the firm to further broaden its client coverage
01/11/2017
Wealth Advisory Firm Hires Regional Director
He has developed and executed sales strategies and analyzed client investment portfolios.
01/11/2017
STEP announces new Chief Executive
He holds economics degrees from the University of Durham and the University of Stirling
01/10/2017
Jersey Finance advances Middle Eastern presence with Business Development Director appointment
Over the past 12 months as well as seeing strong ongoing demand for traditional family wealth, estate and succession planning work from the region
01/10/2017
BNY Mellon Wealth Management names new national sales director
He will report to Tom Dicker, the president of U.S. markets for BNY Mellon Wealth Management.
01/10/2017
Sanne names new Chief Operating Officer
Prior to that, he spent nearly four years with Standard Life in a variety of roles, overseeing change management, business transformation and acquisition integration.
01/10/2017
He has played an important part in helping the firm to achieve consistent growth during the period.
01/10/2017
Bank of the West's wealth management group expands team
We are extremely pleased to attract such talented and experienced wealth management professionals to our team as our world class wealth management business continues to grow in northern California," said Cheryl Farley.
01/10/2017
Swiss wealth management giant announces senior appointments
The new hires, which have been widely expected.
01/10/2017
Plans to roll out own global equity solutions in 2017
01/10/2017
Three new lawyers join firm in December, two poised to join in early 2017
01/10/2017
He will be expected to shape the bank’s thought leadership and strategy on impact investing.
01/10/2017
She will replace the CEO and chief investment officer of the last five years.
01/10/2017
He joined Barings in Korea in 2011, where he has led its Korean institutional and mutual funds businesses as Head of Sales.
01/09/2017
Morgan Stanley's international wealth head exits
He joined wealth management in 2006.
01/09/2017
U.S. Bank’s UHNW unit nabs managing director of client advisory from Laird Norton
Prior to that, she was with the Seattle Foundation as vice president of gift giving.