09/17/2012
Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.
09/16/2012
He has also worked for RBS and ABN AMRO, joined the firm in early 2011.
09/16/2012
He joins Arbuthnot Latham from Coutts & Co where he was Senior Financial Planning Specialist.
09/16/2012
He joins from Old Mutual Asset Managers where he was Sales and Marketing Director.
09/16/2012
has 15 years of banking industry experience and joins Northern Trust from Citi Transaction Services, where he was most recently Director Head of UK Investor Services Product.
09/16/2012
Deutsche Bank announced today the Executive Committee for its integrated Asset & Wealth Management division.
09/16/2012
Prior to UBS Wealth Management, where he worked since 2007 and was responsible for assets under management of more than £500m, he spent five years at HSBC Investment Management as director and team leader in the UK private client business.
09/13/2012
He started his career in 1992 and spent 10 years at Deutsche Bank before joining UBS.
09/13/2012
Barclays' Wealth and Investment Management division is the largest wealth manager in the United Kingdom by client assets
09/13/2012
"Deutsche Bank aims to emerge as a long-term winner from the fundamental shifts taking place in the banking industry," said the two leaders.
09/13/2012
In the wake of the resignations, UBS has opted to bolster the local team with the relocation of regional heads Jonathan Brown and head of investment management UK, Paddy Lewis.
09/12/2012
He is currently a Non-Executive Director of Kenmare Resources plc and a Director of the Edinburgh Dragon Fund.
09/12/2012
State Street shuffles senior execs
"Key to our success at SSgA is our global breadth, deep reservoir of talent, and organizational efficiency and scalability enabling us to deliver high quality investment solutions to our clients," said Scott Powers
09/12/2012
ABN AMRO Private Banking appoints Head of Asian Discretionary Portfolio Management
She will report to Mr. Hugues Delcourt, Country Executive Singapore & CEO Private Banking Asia and Middle East
09/12/2012
The firm has been strengthening its local presence in Switzerland ever since recruiting Marco Fiorini as head of professional clients in Switzerland in January 2011.
09/11/2012
Barclays expands wealth management capabilities in the Gulf
He has held senior positions in global financial institutions including HSBC Private Bank, Citi Private Bank, and ANZ Grindlays.
09/11/2012
She has over thirty years experience in the private banking and family office sector, most recently as Head of the Mubarakia Limited Family Office
09/11/2012
JPMorgan Private bank appoints head of wealth advisory in Spain
Prior to joining he was branch manager of Merrill Lynch in Spain and Portugal.
09/11/2012
She will report to Nancy Curtin , chief investment officer and head of bespoke investment management at the firm.
09/11/2012
He has more than 20 years’ experience in fund management and is a recognised expert in private and institutional management.