09/23/2013
The changes are prompted by the planned retirement of Gareth Pearce, having spent 27 years with the accountancy and investment management group which focuses on serving the financial needs of private clients and their business interests.
09/22/2013
RBC Wealth Management Adds $200 Million Team
AdviserDduo Jumps From J.P. Morgan Securities
09/22/2013
Birmingham Wealth Battle Hots Up
He originally worked out of Tacit’s London base, but is now backed by three support staff in the new office in the second city, enabling him to be closer to his clients.
09/22/2013
Nedbank Private Wealth names Middle East head
Nedbank Group Ltd., the South African bank controlled by Old Mutual Plc., said it appointed Andrew Bates as head of its private banking unit in the Middle East as the bank targets wealthy clients in the region.
09/22/2013
He is responsible for defining the global marketing approach and associated action plans for this client segment.
09/22/2013
Old Mutual appoints global head of high net worth business
Old Mutual Wealth has announced three senior appointments across its offshore bond business Skandia International, and its asset management arm
09/22/2013
UBS Wealth Management Americas, a division of UBS AG, announced that Karen Damaso has joined the firm to support new business development initiatives in the equity compensation services division.
09/22/2013
Parmenion adds further strength to its Ethical Oversight Committee with the appointment of Julia Dreblow.
09/19/2013
He decided to leave after five years in senior management roles
09/19/2013
The managing director and complex manager for some of Morgan Stanley Wealth Management's most profitable offices in New York has left after more than 20 years at the company
09/19/2013
He has been named senior private banker within Arbuthnot's media and entertainment team
09/18/2013
UBS is expanding its wealth management business in China
09/18/2013
BlueBay names a director for its alternative sales team as Harmonic Capital appoints a managing director for North American distribution. Law firm Walkers adds to its Hong Kong funds group
09/18/2013
The move comes less than a month after the he helped his client Vodafone seal a $130 billion deal.
09/17/2013
He joins from Capital Dynamics where he was head of sales for Northern Europe.
09/17/2013
Coutts' Townsend to lead Rowan Dartington's Exeter office
'This move gives us additional local exposure in the South of England, adding to our existing regional offices as we continue to look for opportunities to expand our network,' he added.
09/17/2013
I am delighted to be joining such a successful and respected asset management company
09/17/2013
He joins Strategic Wealth Partners in its focus on serving the needs of high net worth individuals
09/17/2013
Deutsche Asset & Wealth Management's (DeAWM) Private Client Services has hired a team of three client advisors in Houston to broaden distribution of wealth planning advice and investment solutions to wealthy individuals and families.
09/17/2013
Business ownership at all ages is thriving as a new generation of young entrepreneurs inherits family wealth, including many of the businesses created by baby boomers