08/03/2015
Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia.
08/03/2015
He said he intends to focus on his role as non-executive chairman of Harpenden Building Society
08/03/2015
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
On Monday, UBS Wealth Management Americas reported it had 6,948 financial advisers as of June 30, down from 6,982 at the end of March and more than 7,100 a year earlier.
07/31/2015
Vestra Wealth has hired Russell Harrop, a former investment strategist at Woodford Investment Management, as head of international equities.
07/30/2015
Bank of America Corp's Merrill Lynch said it had hired two private wealth advisers from the recently sold U.S. wealth management unit of Barclays Plc .
07/29/2015
Both have joined as senior private bankers
07/28/2015
Advisers Peter Kong and John Shaw joined Merrill’s ultra-high-net-worth team in San Francisco
07/28/2015
Brewin Dolphin has named Charlie Ferry and Paul Jones as co-heads of its London office.
07/27/2015
Jane brings to Vistra a wealth of corporate and fund knowledge, gained through a long and successful career in which she has held several senior positions.
07/24/2015
This promotion demonstrates a strong internal progression confirmed by results,” commented Katia Coudray, CEO of SYZ Asset Management.
07/23/2015
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
A particular focus will be assisting high net worth individuals, charities, family offices and their advisers to meet their financial goals by providing impartial bespoke investment structuring advice.
07/22/2015
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients
07/22/2015
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.
07/22/2015
The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.
07/21/2015
Veteran Group of Advisors with National Reach Look to Expand Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA
07/21/2015
He will report to Michael Woods, Chief Executive Officer of Rothschild Asset Management Inc.
07/21/2015
Will be tasked with leading the hunt for investments in Europe for the GP, and expanding the firm's investment on the continent.
07/21/2015
He joins from Wells Fargo & Co, where he was a senior wealth planning strategist.