08/29/2012
Harris Private Bank appoints Craig Hagen as senior private banker
Hagen previously held senior positions at two leading wealth management firms.
08/29/2012
Hagen previously held senior positions at two leading wealth management firms.
08/28/2012
He joins from accounting company KPMG AG in Frankfurt
08/28/2012
He was previously with UBS Wealth Management
08/27/2012
The new hires, who moved to Merrill in early August, managed more than $323 million in client assets at UBS and generated roughly $3 million in annual production last year.
08/27/2012
In his new role, Hadley-Grave will be responsible for developing FF&P’s direct equity selection and investment proposition.
08/27/2012
He joins from HSBC Private Bank in London.
08/27/2012
“Kevin has deep knowledge of the indexing sector. His experience includes creating and executing a strategy to build a global equity index fund management operation. With Kevin’s track record I am confident he will make an outstanding contribu
08/27/2012
He will co-Chair BBH’s Asset Allocation Committee with Chief Investment Strategist, Scott Clemons, and will report directly to Charlie Izard, Partner responsible for Wealth Management. He will be based in BBH’s New York office.
08/27/2012
Hire was ‘testimony to the way the business is developing’.
08/27/2012
The departures from the U.K.’s second-biggest bank reflect bonus caps, limits on the amount of money traders can risk and shrinking revenue from the division that includes commodities.
08/26/2012
Old North State Wealth Management recently announced the firm’s director of estate planning and senior wealth manager.
08/23/2012
The teams, both New Jersey-based, joined Ameriprise's franchise group, which caters to independent advisers who also function as business owners.
08/23/2012
She has joined the Bristol-based IFA and discretionary manager with a remit to oversee client portfolios and strengthen the discretionary side of the business.
08/23/2012
Tax partner and head of tax at French Duncan, Ann Somerville, said: "Andrew's wealth of experience at a senior level will undoubtedly add to the existing strengths of our private client tax team." Read more: http://www.accountancyage.com/a
08/22/2012
He joins Barings from Momentum Global Investment Management.
08/22/2012
The report also warned neither banks nor regulators know what the industry will look like in the coming years as banks are squeezed between new rules, demands to lend more and the weak economy.
08/22/2012
This appointment follows Michael Lagopoulos’ decision to retire from RBC after 26 years’ service, on 31 October 2012.
08/21/2012
The fund has lagged the benchmark in the last three years, returning 30.92% compared to 37.34% in the LCI MSCI World.
08/21/2012
The company's board also appointed fellow directors William Weldon, chairman of Johnson & Johnson, and real estate developer Laban Jackson to the inquiry panel.
08/21/2012
Swiss private bank hires senior investment banker from Rothschild