06/23/2016
The recent additions to the advisory team deepen Atlas’ bench strength in investment management and tax and retirement planning, further solidifying the firm’s position in the greater New York and New England regions.
06/23/2016
Willem joins from Geneva Management Group Johannesburg where he was heading the Africa desk.
06/22/2016
Atlantic Trust expands its wealth strategies team in New York
Prior to joining Atlantic Trust, Schreier was an associate at Smith Moore Leatherwood LLP, in Charleston, South Carolina
06/22/2016
She was previously with Bank of America, where she was president of the Palm Beach region and the private banking market executive for Palm Beach and the Treasure Coast.
06/22/2016
Previously, from 1975 until 1986, Greenberg was a Senior Vice President/Manager of the Baltimore Loan Production Office for the National Bank of Washington.
06/22/2016
He was also an executive director for Josephthal & Co. Inc., where he oversaw operations at 14 branch offices.
06/22/2016
Before joining Barclays in 2011, he served for eight years in a similar capacity at Bernstein Global Wealth Management.
06/22/2016
Crestone has had a volatile start to life a separate entity following a string of administrative delays and key executives underestimating the work involved in acquiring the UBS business.
06/21/2016
Kempson left Killik, where he was also a partner, earlier this month, and joins Investec W&I as senior financial planning director.
06/21/2016
Prior to joining Atlantic Trust, Schreier was an associate at Smith Moore Leatherwood LLP, in Charleston, South Carolina
06/21/2016
Nicholls-Smith has been the chief operating officer of wealth management in the UK and southern Europe since June 2015
06/21/2016
"Tommy joins our sales team within the Global Fund Services business, which has doubled its assets under administration in the past 12 months."
06/21/2016
Carmignac has hired Aviva Investors' head of pan-European equities to fill the vacancy created by the abrupt departure of Muhammed Yesilhark in March.
06/20/2016
Based on responses from both clients and industry analysts we know the time is right to capitalize on the financial services market opportunity.
06/20/2016
International law firm adds Senior Private Client Lawyer in London
He joins from Trowers & Hamlins
06/20/2016
Finance firm appoints new talent
I’m delighted to join the team and to be able to work alongside them to strive to continue providing first class independent financial advice to our clients.
06/17/2016
The firm added that it would not comment on individuals.
06/17/2016
The firm is owned by its partners, who changed its corporate legal structure at the start of 2014 so they no longer have unlimited liability for losses.
06/17/2016
Both will report to Audrey Zau, who will become head of wealth management for Asia, providing more integration and a greater focus on key clients and market segments across the region, said Rothschild.
06/17/2016
Mr Hughes will focus on continuing the integration of Mercer and Jelf, including aligning the proposition to Mercer Harmonise.