10/15/2012
BofA Merrill Lynch appoints China chairman
Looks to expand its business and broaden client relationships
10/15/2012
Looks to expand its business and broaden client relationships
10/15/2012
He joins the firm’s respected Tax practice from Rawlinson & Hunter
10/14/2012
Willi is resigning to take up an undisclosed new position elsewhere
10/14/2012
He is “well known as an early thought leader” in the area of risk premium-based investing, Nicolaas Marais, London-based head of multiasset investments and portfolio solutions at Schroders, said in a news release.
10/14/2012
The appointment also comes as increasing numbers of wealthy French families are reportedly moving their assets to locations such as London and Belgium for tax purposes.
10/14/2012
He also spent two years as a business development consultant for Second Row Consultants, and eight years at the Bank of Scotland Investment Service and Corporate Bank as a director for banking and financial planning.
10/14/2012
Harrods Bank, established in 1893 as part of the Knightsbridge store, was acquired by Qatar Holding, part of the Qatari sovereign wealth network, when it bought the upmarket brand in 2010.
10/11/2012
He brings 20 years of experience in the private client business and has held leadership roles at some of the leading institutions in wealth management, including J.P. Morgan Private Bank, Citigroup Private Bank, Goldman Sachs Private Wealth Management
10/10/2012
“This year’s cuts show how much deeper the banks have had to go.
10/10/2012
It comes after negotiations between Ameriprise Financial, parent of Threadneedle Asset Management, and ING over the acquisition of the latter’s Asian investment business have broken down, sources indicate.
10/10/2012
He will be responsible for business development principally in the sectors of Wealth Management, Superannuation and Life Insurance for both new and existing accounts.
10/10/2012
He will focus on key clients, according to Bloomberg.
10/10/2012
He praised the body’s staff, including its chief executive Tim May, deputy chief executive John Barrass, director of regulation Ian Cornwall and director of operations Andy Thompson for their work during his tenure.
10/10/2012
Citi Private Bank hired Gil Ahrens in its Palo Alto, Calif.
10/09/2012
The Nierling Investment Group is bringing over its $230 million in assets and $2.2 million in production.
10/09/2012
In joining BMO, Amit becomes part of an organization that has been building relationships in Asia
10/09/2012
He joins HighTower from Merrill Lynch, started with the company on Friday.
10/09/2012
In his new role Mr Choi is responsible for managing the financial and estate planning interests of a portfolio of private clients across Asia-Pacific.
10/09/2012
He becomes a member of the Executive Committee
10/09/2012
has over 12 years’ experience of working with financial intermediaries and joins Heartwood Investment Management from Arbuthnot & Co where he launched its discretionary fund management proposition to financial advisers.