12/21/2014
Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.
12/21/2014
Raymond James has snagged a $300 million team from Morgan Stanley Wealth Management.
12/19/2014
Howard remains as non-executive chairman of the group, while Abberley takes over as CEO and a member of the Charles Stanley board as of today.
12/19/2014
BNP Paribas Hires Royal Bank of Scotland Equity Derivatives Head
12/18/2014
Andréa Maechler Will Join Board of the 107-Year-Old SNB for Six-Year Term From IMF
12/18/2014
Houck, began his career at Morgan Stanley, where he worked as a wealth advisor and senior vice president before joining Raymond James this year.
12/18/2014
IRESS is pleased to announce the appointment of Niki Beattie to the IRESS Board.
12/18/2014
James Gorman will leave Brian Moynihan in the slow lane in 2015.
12/17/2014
The head of UBS' investment bank, Andrea Orcel, will become chief executive of the Swiss bank's British arm effective immediately
12/17/2014
The investment banker whose bitter divorce battle went viral when his estranged wife claimed he pushed her into sex swaps and binged on hardcore drugs
12/16/2014
Liontrust Asset Management plc said George Yeandle will join the Board on 2 January 2015 as an Independent Non-executive Director and Chairman of the Remuneration Committee.
12/16/2014
She will be based in Bank J. Safra Sarasin's Hong Kong office.
12/16/2014
He wasn’t immediately reachable for a comment. Elisa Barsotti, a spokeswoman for the Toronto-based bank, confirmed the memo’s contents.
12/15/2014
We see enduring interest from our clients around the world in global equity strategies
12/15/2014
BNY Mellon Corp appointed Andrew Crofton as a senior wealth director in the bank's wealth management unit.
12/15/2014
Lincoln Private Investment Office has appointed Chris Rowell previously of Barclays Wealth, as a partner.
12/15/2014
He will also jointly oversee the firm’s regional chief investment officers and investment and fiduciary senior directors, in partnership with regional leadership.
12/15/2014
Lincoln Private Investment Office has appointed Chris Rowell, previously of Barclays Wealth, as a partner.
12/15/2014
BNP Paribas Securities Services, a leading global custodian with $8.7tril in assets under custody, has announced two senior appointments within its client development team in Zurich.
12/12/2014
Greenshields, who is a former managing director of Barclays Wealth, has been a director of the VCT since it was formed in 2011.