05/31/2012
The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.
05/31/2012
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.
05/31/2012
He joins from Clariden Leu
05/31/2012
She will report to Towry head of client proposition David Middleton.
05/31/2012
Both appointments are subject to regulatory approval, the people said.
05/30/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/30/2012
He was previously a family wealth advisor at wealth management firm GenSpring, where she was responsible for cash flow and liquidity analysis, coordinating credit and banking needs as well as tax and estate planning.
05/30/2012
He brings over 15 years’ corporate financial planning experience to his new role.
05/29/2012
NBAD, which has one of the largest branch and ATM networks in the country with 123 branches and more than 550 ATMs, has recently accelerated its expansions in the UAE. In 2012, the Bank plans to open 14 more branches and cash offices to extend its reach i
05/29/2012
Private Investment Manager appoint new Philanthropy Consultant
Executive Chairman of Harper Bernays, Peter Harper, said the company’s clients will benefit from Ward’s knowledge.
05/29/2012
HTM appoints new head of private wealth
He joins the listed financial services company as head of private wealth management and also takes a seat on the company's executive leadership team.
05/29/2012
He produced roughly C$1 million in commissions and fees annually, joined Macquarie's North York office earlier this month, said a Macquarie spokesman who confirmed the move, including the asset and production figures. Rafelman couldn&
05/29/2012
He will report to head of wealth planning Marianne Kafena.
05/29/2012
Leading fiduciary services provider appoints CEO for Switzerland
He has a distinguished track record in delivering trust solutions, having worked with Credit Suisse for 23 years.
05/29/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/28/2012
"Steve has had a long and prestigious banking career at Gibraltar Private and we wish him all the best in his future endeavors beyond," said Adolfo Henriques.
05/28/2012
Ken Fisher's investment firm hiring across range of levels
05/28/2012
Prior to joining SEI he spent the majority of his career at Barclays Capital, latterly as head of U.K. and Ireland Pension Origination.