01/02/2013
Sanlam hires new head of wealth management
Mr Porter has joined from Alexander Forbes Wealth
01/02/2013
Mr Porter has joined from Alexander Forbes Wealth
01/02/2013
She joins Barings from Invesco Perpetual, where she worked for 11 years
01/02/2013
Stenham retreats from institutional market
01/01/2013
He will continue to offer his uniquely subjective look at all of the different aspects of a given client’s situation, so that he might give them the best options available to achieve their financial goals.
01/01/2013
The Financial Services Authority’s concerns were said to have related to a 2007 investigation by US regulators into Commerce Bank, a US lender founded by Mr Hill.
12/30/2012
“The financial advisory industry is facing up to a new world in terms of working practices and this is something that the SAM team has met head on.”
12/30/2012
Holland held a variety of senior roles in Asian and European equity markets during a 24-year career at the Swiss banking group.
12/22/2012
He will continue to be based in Hong Kong in his new role.
12/21/2012
He will lead all Kleinwort Benson’s marketing, public relations and events management, covering the firm’s investment management, wealth structuring, private banking, corporate advisory, private investment office and trust & fiduciary offe
12/20/2012
He starts with immediate effect, according to an internal memo seen by Bloomberg yesterday
12/20/2012
He who was formerly managing director and co-head of the depository group in the Americas at Barclays
12/19/2012
His remit includes all comms activities and media relations for the auction house, with regional corporate comms heads reporting directly to him.
12/19/2012
MS’s wealth-management unit had put the funds on “watch” midyear on account of their poor performance
12/19/2012
He joins from the ultra high net worth team at Merrill Lynch where he advised clients across asset classes.
12/18/2012
He joins U.S. Bank from Piper Jaffray, where he served for more than 18 years.
12/18/2012
Firm recruits Chartered financial planner with advanced qualifications in investment management and estate planning.
12/18/2012
Lombard Odier provides its institutional and high net worth clients with wide-ranging advice in the areas of wealth-management and specialised services.
12/18/2012
He has 12 years of experience, having worked as a lawyer in Switzerland, Liechtenstein and Singapore.
12/18/2012
No-one at Citi was immediately able to comment.
12/17/2012
"I look forward to working with Stephen and Alpa as we continue to build relationships and provide clients sophisticated solutions to help them meet their complex financial goals,"