03/07/2014
Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.
03/07/2014
Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.
03/07/2014
Based in London he will spearhead the development of a new model for the provision of global family office services, aimed at helping families with increasingly complex issues to deliver on their personal and strategic objectives.
03/07/2014
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/07/2014
Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.
03/06/2014
Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T
03/05/2014
Van Lanschot appoints head of Treasury
He is an experienced finance professional with expertise in managing interest rate risk, liquidity, solvency, capital planning and covered bond programmes.
03/05/2014
financial services industry with financial services firms/recruiters searching for employees.
03/05/2014
Morgan Stanley wealth management hires advisers from UBS, Wells Fargo
Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.
03/05/2014
Citi announces new head of banking and wealth management
She held senior banking, investment and wealth management positions at NAB and Macquarie Bank before joining Citi.
03/05/2014
UK wealth manager names new Channel Islands director
He previously worked at Bank Leumi and AIB Bank in Jersey
03/05/2014
European bank lures Barclays Wealth bankers
His hire is aimed at strengthening the bank's presence on the territory and supporting its business development plans in the area of Milan, the bank said.
03/04/2014
Towry creates head of client experience role
Towry has promoted Linda Payne to the newly-created role head of client experience role and has also put her into the firm’s executive committee.
03/04/2014
Je is based in Singapore
03/04/2014
Slöör previously served as managing director and region head Nordics at UBS Wealth Management, a division of UBS AG
03/03/2014
Swiss private bank looses managing partner
The private bank said last month that it will take on former Deutsche Bank risk chief Hugo Baenziger as a managing partner, tasked with helping the family-owned Geneva-based private bank expand outside Switzerland
03/03/2014
KPMG International names new global chairman
He received the unanimous support of the Board and his selection is expected to be ratified at the March meeting of senior partners from KPMG's network of firms around the world.
03/03/2014
With effect from 31 March 2014, Yacob Al Muzaini, will retire as Independent Non-Executive Chairman of BLME Holdings plc and BLME plc.
03/03/2014
Prior to joining Vontobel, he worked as Senior Investment Consultant at Complementa
03/03/2014
We have looked after US clients for a number of years and are regularly approached by US based advisers, whose clients want to invest in global and European equity mandates.