07/22/2015
Convergent Adds Two Advisors In Washington D.C.
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.
Executive Moves
07/22/2015
Bank of America Announces Management Team Changes
The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.
07/21/2015
Washington Wealth Management Adds Three Former Wirehouse Advisors
Veteran Group of Advisors with National Reach Look to Expand Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA
07/21/2015
Rothschild Asset Management boosts institutional sales team
He will report to Michael Woods, Chief Executive Officer of Rothschild Asset Management Inc.
07/21/2015
Rothschild veteran to head Rhône Capital’s European efforts
Will be tasked with leading the hunt for investments in Europe for the GP, and expanding the firm's investment on the continent.
07/21/2015
Daniel Wani leaves Wells Fargo to join U.S. Bank Wealth Management
He joins from Wells Fargo & Co, where he was a senior wealth planning strategist.
07/20/2015
UBS Lures Away $3M Producer From Barclays
The team focuses on serving ultrahigh-net-worth and high-net-worth clients as well as family offices and foundations.
07/20/2015
Merrill Lynch CIO leaves during reorganization
Bank of America Merrill Lynch Wealth Management's Chief Investment Officer Ashvin Chhabra is stepping down to run a family office
07/20/2015
Julius Baer appoints new head for Switzerland
He has a successful track record in the Swiss financial industry stretching back over 20 years, with his most recent position being at Credit Suisse
07/20/2015
Rathbones promotes five to executive committee
Rathbones has promoted five senior directors and departmental heads to its executive committee.
07/20/2015
Northern Trust beefs up Apac
Prior to this he was head of asset servicing sales for Asia-Pacific based in Singapore.
07/16/2015
HighTower Raises West Coast Presence
She joins an exclusive group of advisors that includes some of the most accomplished women in the financial services profession.
07/16/2015
Nikko AM appoints new head of private wealth
Nikko Asset Management Australia has appointed Naomi Finnigan as head of private wealth as the firm builds its reputation as a customised investment solutions provider for private wealth.
07/15/2015
Morgan Stanley Lands $1 Billion Broker Team From Barclays
Morgan Stanley, the world's largest retail brokerage by its number of advisers, said on Tuesday it hired two brokers who managed $1 billion in client assets at Barclays Plc's U.S. wealth and investment management unit.
07/15/2015
Barclays’ court of protection duo joins Rathbones
Rathbones has hired Mark Holloway and Paul Phazey from Barclays Wealth & Investment Management for their court of protection team.
07/15/2015
Saffery Champness appoints new trust manager
Bringing with him more than 25 years’ experience in the trust and company management sector
07/14/2015
HSBC names new Asia wealth chief
The bank has appointed Guilherme Lima as its head of wealth business for Asia Pacific. HSBC has also named its new global head of wealth solutions.
07/14/2015
BSI boosts board
His knowledge of the capabilities of digital technology combined with his senior board experience will be of immense value to BSI.
07/14/2015
APF moves into wealth, appoints head
He steps into the new role after working as a financial planner for ANZ, and has also held roles at FBI Group and 360 Degree Wealth Services.
07/14/2015
Brooks hires again from Investec in Midlands boost
He has over seven years of investment experience