04/15/2014
The Carlyle Group Names Head of Private Client Group
Former Cole Real Estate and BlackRock Executive Leads Effort to Introduce Alternative Assets to Eligible Individual Investors
04/15/2014
Wealth-X, the world's leading ultra high net worth intelligence and prospecting firm, has hired Mr Jean-Luc Gustave, Esq., as Vice-President, Business Development, Luxury, based in Hong Kong.
04/14/2014
Edmond de Rothschild Group expands private banking team
Chan commented: “High net worth individuals in Asia often have complex personal, family and business needs. With the diverse capabilities of our private banking team in Asia we are able to provide our clients with bespoke solutions which leverage ou
04/14/2014
A key figure in the French bank’s management team in Asia is leaving the bank.
04/11/2014
She joins CBAM with over 10 years investment experience from the private client discretionary firm Wilson King Investment Management which she co-founded in 2004.
04/11/2014
The office in Singapore has served as a complementary investment hub
04/11/2014
He has been replaced by former Ashcourt Rowan managing director and Wealth Manager cover star David Esfandi.
04/10/2014
South Africa: Wealth management firm boosts leadership team
He has 25 years of international experience advising clients on all aspects of their financial affairs.
04/09/2014
Brokerage is consolidating three divisions into two and reducing its 12 regions to eight
04/09/2014
We recognise that the needs of investors across Europe are changing
04/09/2014
Europe is often cited as an attractively valued market
04/09/2014
John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.
04/09/2014
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/08/2014
Oldest private bank in Germany appoints new PB head
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Close Brothers brings in five analysts for research team
Close Brothers Asset Management is strengthening its research capacity through the appointment of a number of dedicated equity analysts
04/08/2014
SSgA appoints Byrne as DC investment strategist
State Street Global Advisors has appointed former Towers Watson consultant Alistair Byrne as a senior defined contribution investment strategist.
04/08/2014
Autonomous partner to join funds giant
One of the founding members of financial research boutique Autonomous is to join $2 trillion fund giant JP Morgan Asset Management, in the latest high-profile switch from the sellside to the buyside.
04/08/2014
Both are already directors of Stanhope Capital’s holding company and will now expand their roles.
04/07/2014
International law firm launches City private wealth practice
The hires come a decade after the firm witnessed the exit of its entire private capital
04/07/2014
The moves mark the biggest management reorganization since 2012