01/11/2016
David Durlacher, head of relationship management, said he was “delighted” to welcome the new executives “at this exciting time, as we build out Julius Baer’s business in the UK and Ireland”.
01/11/2016
Swiss private bank appoints leader for newly created Investment Management division
He is one of the leading investment management professionals in the private banking industry
01/08/2016
Exit of Mike Rees marks end of tarnished era of expansion at Asian-focused bank
01/08/2016
Brewin Dolphin investment head dumped in executive reshuffle
The company said in a statement that "it has been agreed" that he will leave the company and step down from the board with immediate effect.
01/08/2016
None of the sources gave the reason for the departure of Kayath, 52, who last year was made a managing director for Credit Suisse in Brazil.
01/08/2016
Quilter Cheviot hires HSBC's Henry Flather
Quilter Cheviot was acquired by Old Mutual in February 2015.
01/07/2016
Kelleher will also take on Fleming's role overseeing wealth management, according to a memo on Wednesday reviewed by Reuters.
01/07/2016
BNP Paribas Securities Services has announced the appointment of a new Asia Pacific region head.
01/07/2016
The move signals that the 57-year-old Gorman will likely remain in his job for the long term, Morgan Stanley officials tell FOX Business.
01/07/2016
He joins Schroders from NTUC Income, a Singapore insurance company where he was Head of Asset Allocation
01/07/2016
Julius Baer strengthens Dutch private banking team
01/06/2016
Leading US private bank and wealth management company boosts board
She served as President from 2007 to 2015
01/05/2016
He is only the eighth person to lead the firm since its founding in 1919, a testament to the strong leadership, consistent values and long-term partnerships that have differentiated Baird for more than 95 years.
01/05/2016
At Schroders he will be focused on developing strategic partnerships with major global investors, arranging joint ventures and executing bespoke investment and asset management initiatives.
01/05/2016
Paul currently sits on the Guernsey committee of the Chartered Institute for Securities and Investment.
01/04/2016
The chairwoman of Alliance Trust resigned yesterday amid one the most colourful shareholder rebellions of recent years.
01/04/2016
Wealth management has become a lucrative business in South Florida because of the number of wealthy people who live and vacation here.
12/30/2015
Veteran steps down as global wealth head
No longer serve as a vice chairman and head of global wealth as of Jan. 1.
12/25/2015
She is a key figure in the UK marketing industry, having been involved in industry organisations such as ISBA and the ASA.
12/24/2015
Was chief investment officer of CIBC Asset Management,