10/23/2015
The Private Client Reserve boosts team
The company's wealth management team, including The Private Client Reserve, manages $8.9 billion of assets within the Cincinnati market.
10/22/2015
Nomura Appoints CIO For Wealth Management Asia Ex-Japan
He will be responsible for the investment advisory and portfolio management teams within the bank's wealth management
10/22/2015
"At Barclays we are constantly looking to build out our business based on the demands of our local clients, and this commitment to the area is based on the enormous growth in the number of wealthy individuals across the North region."
10/22/2015
So far this division consists of four investment professionals
10/22/2015
7IM expands private client team
Coming soon after Seven IM drafted in Guy Christie from Schroders, Mackenzie is the second addition to the firm’s private client team in the past month.
10/22/2015
Since he took over in April 2012, Dior has prospered under his creative control.
10/21/2015
BNP IP fixed income head takes on CEO role
The former Global Head of Fixed Income will be replacing Philippe Marchessaux, who is slated to move into a different role at the bank.
10/21/2015
His career spans spells with MGM Assurance and Royal Life, joins the St James’s based firm from Schroders, where he was an Investment Sales Manager for more than 10 years.
10/21/2015
Former Ashcourt Rowan chief joins Sanlam Private Wealth as UK CEO
Left Ashcourt Rowan following Towry deal
10/21/2015
He brings with him a wealth of experience within both software and financial services firms, and is a proven delivery and implementation leader.
10/20/2015
Their experience and commitment to their profession speaks volumes.
10/20/2015
Former CEO of ING Barings joins MilleniumAssociates Board
He is the former chairman and CEO of ING Barings has had a career of over 40 years in the financial services industry with assignments in the USA, Japan and Australia as well as Switzerland and the UK.
10/20/2015
Will lead and manage the legal and company secretarial teams, with responsibility for managing legal risk and helping the company to achieve its strategic business objectives.
10/20/2015
She is co-founder of a partnership of wealth management firms.
10/19/2015
In his new role, Kattou will work on building out the firm's advisory proposition.
10/19/2015
William Drake, co-founder of Lord North Street, as joined a property private office RFR as a senior adviser.
10/18/2015
Wilkins oversaw $425 million in client assets while at Merrill
10/16/2015
$2.2M Team Jumps to RBC
RBC Wealth Management recruited a team that produced $2.2 million in annual production while at Barclays.
10/16/2015
Barclays W&IM confirmed her hire, but declined to comment further.
10/16/2015
Three senior exits coincided with this revamp. Jamie Banks, head of UK regulated wealth planning, director Annabel Bosman, and Damien Crommie, another director from the London office, all left the firm.