12/09/2013

Convergent Wealth Advisors Name Managing Director

Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.

12/09/2013

Architas hires Bampton to lead adviser sales

Architas, the multi-asset arm of Axa Wealth, has seen massive inflows in the past 18 months helped particularly by its relationship with the Axa Elevate platform.

12/04/2013

NAB Names New JBWere Chief Exec

NAB Wealth executive general manager John Flavell said JBWere had performed well in recent years, expanding its domestic and global service offering as well as growing funds under advice in the areas of fixed income and global equities.

12/04/2013

Pioneer Investments appoints senior sales manager in Switzerland

Based in Zurich and reporting to Rainer Lenzin, Head of Switzerland, Matthias will develop and expand the position of Pioneer Investments’ Wholesale business in Switzerland, with a specific focus on banks, external asset managers and family offices.

12/04/2013

RBC chief Gordon Nixon to retire next summer

In line with RBC’s succession planning process, the Board of Directors today announced that Dave McKay, Group Head, Personal & Commercial Banking will be appointed as President at the Annual Meeting on February 26, 2014, and President and Chief

12/03/2013

UBS hires Turkey country head

Prior to joining UBS, Cagan was head of wealth management for Turkey at Morgan Stanley. She previously worked as country head for Turkey at Citibank private bank.