10/27/2015
Rockefeller & Co. Names Kara Valentine Vice President and Director of Marketing
Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust
10/27/2015
Boston Private Wealth appoints new CEO
Previously he served as Chief Investment Officer at Boston Private Bank & Trust Company
10/27/2015
Aberdeen's global head of distribution steps down
Will remain as non-exec director
10/27/2015
Pershing appoints UK and Europe CEO
Pershing targets high-end advisers in the UK. It offers firms a wrap platform and back office technology.
10/26/2015
Droster to assume branch director role for RBC Wealth Management
Financial advisers find themselves with clients who are awash in information
10/26/2015
KPMG hires ex-Barclays advisory boss as family office head
KPMG’s dedicated family office service is part of the firm’s enterprise initiative, which will see it invest £40 million to expand the services it offers to privately-owned UK businesses across.
10/26/2015
Global head of Coutts Private Office quits
He become chief executive of firms private client business in the UK
10/26/2015
Northern Trust Boosts EMEA team
Her previous experience includes head of funds management for a large sovereign fund and head of a regional investment consulting business as well as other senior investment management roles.
10/26/2015
Brockman becomes head of intermediary distribution
10/26/2015
Investec Structured Products has appointed a new head of intermediary distribution, replacing outgoing head Gary Dale.
10/26/2015
He was previously director investment counsellor at RBC, where he advised families on investment strategies for their trusts and personal assets.
10/26/2015
Wealth Management Americas said it had hired four financial advisers with about $765 million in assets under management from BofA Merrill Lynch and Wells Fargo & Co.
10/23/2015
Rothschild attracts veteran private banker to North Asia
She reports to Richard Martin, chief operating officer of Rothschild’s Wealth Management & Trust division.
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.