10/22/2014
Janney Montgomery hires team of advisers from JPMorgan
The four-member team is led by Daniel Carney and Stuart Peterson.
10/22/2014
The four-member team is led by Daniel Carney and Stuart Peterson.
10/21/2014
The international private bank of Bank of Montreal will appoint fund houses to advise on European and Asia ex-Japan equity, and more are to come for other asset classes.
10/21/2014
The veterans are willing to commit substantial sums of their personal wealth, while the new venture has received backing from River and Mercantile, Rathbones and Majedie Asset Management.
10/20/2014
Bedell Trust has announced a total of 16 promotions across its business lines, from director to officer level, in recognition of their contribution to the continued success of the firm and to meet business growth.
10/20/2014
Morgan Stanley said she has joined the company's Private Wealth Management department as a managing director and head of sales for China and Hong Kong.
10/20/2014
The firm’s Wealth Management business is dedicated to serving ultra-high net worth individuals, family offices and foundations
10/20/2014
He has more than 25 years' experience in the international financial services market in the UK and Guernsey
10/19/2014
Dubai Gold and Commodities Exchange said on Sunday its chief executive officer, Gary Anderson, had stepped down due to ill health.
10/17/2014
Credit Suisse has announced the appointments to the Executive Board, changes to the leadership of its Investment Banking Division, and the appointment of a new CEO of Asia Pacific.
10/16/2014
She will be responsible for developing and strengthening the Bank's relationships with ultra-high-net-worth clients in Mexico.
10/16/2014
Jeremy managed the London Banking office at Lloyds Mayfair during the second half of 2012, and was regional manager of Lloyds Wealth Planning Central & South West Region during 2008 when the region was the company's top national performer.
10/16/2014
He will be based in Dubai and will cover the UAE and Oman markets, reporting to Alex Liddle - Team Leader for the GCC.
10/16/2014
Hargreave Hale has appointed former Brewin Dolphin Newcastle divisional director David Clinkard to head its recently-opened York office.
10/15/2014
Prior to joining Standard Bank he was employed by J.P. Morgan Chase for over twenty years where he held a number of senior roles.
10/15/2014
His vision will help drive forward the Edinburgh office and I have no doubt that he will excel in his new role
10/15/2014
She joins from JP Morgan Private Bank in New York where she had a similar role
10/14/2014
During his nearly 10 years with Schroders, the asset manager’s share price has risen by around 230%.
10/14/2014
He joins TMF Custom House from HSBC Securities Services, which acquired Bank of Bermuda in 2004, where he was responsible for the global product development of core accounting services across the range of alternative asset classes.
10/13/2014
F&C Investments has hired Georg Kyd-Rebenburg as head of European wholesale distribution .
10/13/2014
Robert is well-respected in the industry with over 30 years’ experience.