11/04/2015
RBC appoints Chief of Staff for Fiduciary Services
Based in Guernsey he will be responsible for Business Management and for managing projects aimed at transforming the Fiduciary Services business and for delivering its strategy.
11/04/2015
He was with Investec for seven years and has prior experience with corporate banking, treasury and private banking for high net worth individuals.
11/03/2015
UBS Group AG today announced changes to its Group Executive Board
11/03/2015
He will remain active as Director at servicematrix.net, a solution for asset and fund managers.
11/03/2015
Thomas Naratil expected to continue push to focus on clients who have millions to invest
11/02/2015
Julius Baer boosts Japan business team
In this new role, he will drive the Bank’s Japan coverage out of Singapore to serve some of the most sophisticated clients in the region,
11/02/2015
Vontobel said it has assets under management and advisory in the Asia Pacific region of about $12 billion.
11/02/2015
She will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients.
11/02/2015
The appointment follows the recent recruitment of former Woodford Investment Management strategist Russell Harrop
11/02/2015
Both are appointed new members of Group Executive Management.
11/02/2015
Earlier in the year, Wealth Manager revealed Hawksmoor's intentions to open the offices following the hire of six managers from Brewin Dolphin.
11/02/2015
Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space
11/01/2015
Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004
11/01/2015
Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.
11/01/2015
Davy Group Hires Former UBS Family Office Specialist
He will also become a member of the Davy’s Global Investment Committee that oversees €15 billion of assets under management.
10/30/2015
He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.
10/29/2015
Mr. Chaddha will also take up the position of head of Southeast Asia of HSBC Global Asset Management.
10/29/2015
Societe Generale Private Banking appoints head of wealth management solutions
He joins the Executive Committee of SGPB and succeeds Bruno Lèbre, who becomes Head of Business Development.
10/28/2015
Kara Valentine joins Rockefeller as director, marketing
Valentine has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Vontobel is convinced that this asset class will continue to grow considerably in importance amongst investors.