03/06/2015
Wealth manager expandeds its research team
He joins from UK life insurance company Mobius Life
Executive Moves
03/05/2015
Credit Suisse’s Bock to Join Private Bank From Investment Bank
Bock is the latest investment banking veteran to move to Credit Suisse’s wealth management unit
03/05/2015
Credit Suisse executive departs as bank seeks to sharpen strategy
He is leaving Zurich-based Credit Suisse to pursue a new opportunity outside the bank
03/04/2015
Morgan Stanley realigns wealth management
Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial advisers
03/04/2015
Barclays appoints new CEO for Ireland
She first joined Barclays in 2002, having previously worked in stockbroking.
03/03/2015
RBC Wealth appoints David Foster to head Channel Is business
The international division of RBC Wealth Management helps meet the wealth management needs of high net worth individuals, niche corporations and institutional clients worldwide.
03/03/2015
Wealth-X Appoints Finance Veteran As Chief Financial Officer
Most recently, Richard was president and CEO of Roubini Global Economics, a leading economic research and advisory firm.
03/02/2015
Mexican billionaire steps down from Monte Paschi board
Mexican billionaire has resigned from the board of Banca Monte dei Paschi di Siena
03/02/2015
Walker Crips boost wealth management team
She joins with more than 11 years’ experience of advising clients on protection, pensions, investments and Inheritance Tax planning.
02/27/2015
Morgan Stanley's Wealth-Management Strategy Head Retires
The firm ultimately chose not to show the video, which was the subject of a news report this week by InvestmentNews.
02/27/2015
EY Wealth & Asset Management boosts team
He also founded the tax practice and served as audit partner for Deloitte's Grand Cayman practice
02/26/2015
Veteran U.S. brokerage lawyer McKay to join Barclays
For the past 12 years McKay was general counsel of Dominick & Dominic
02/26/2015
Standard Chartered chief and chairman to leave in dramatic director exodus
Standard Chartered has announced a dramatic exodus of senior management that will see both its under-fire chief executive and chairman leave the struggling bank.
02/26/2015
New Standard Chartered Head Has Cautious Image
During a 26-year career in J.P. Morgan Chase & Co.'s investment bank, Mr. Winters developed a reputation as a savvy markets practitioner
02/26/2015
Coutts duo joins Arbuthnot Latham
As we enter a new phase of Arbuthnot Latham’s expansion programme, I am delighted to announce the appointment of Rob Stapledon and Michele Coomber to our new commercial banking business .
02/26/2015
KPMG Appoints William O'Mara as Global Head of Audit
KPMG International today announced that William O'Mara has been appointed as Global Head of Audit, effective March 1
02/25/2015
RBC Wealth Management-U.S. Hires Former J.P. Morgan Executive to Launch Service Focused on Companies and Executives
RBC Wealth Management-U.S. has hired 30-year financial services veteran Nuri Benturk to lead its Corporate & Executive Services group, a new business line that will specialize in serving corporations and their executives.
02/24/2015
Highmark, Shikles exit Morgan Stanley to form Mosaic
Two former Morgan Stanley Wealth Management executives, Scott Highmark and Larry Shikles, have left the bank and launched Mosaic Family Wealth, with $800 million in assets under management.
02/24/2015
$140M Ameriprise Team Joins Raymond James
Raymond James & Associates hired a team of advisers from Ameriprise Financial Services Inc, a unit of asset manager and brokerage firm Ameriprise Financial Inc .
02/24/2015
Wealth Chief To Leave Queen's Bank
The head of RBS' wealth arm is to step down as its owner pursues a sale of Coutts' international operations, Sky News understands.