04/30/2012
Adam & Company boosts top team
His move sees him re-join the private bank which has a strong Scotland presence, since he previously spent eight years working as a senior manager in London’s King Street office.
04/30/2012
Brown Brothers Harriman boosts Charlotte Wealth Management office
Prior to joining BBH he worked in business development for Afton Capital Management.
04/27/2012
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.
04/27/2012
Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.
04/27/2012
Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller
04/27/2012
He joined the bank in 2001 and has served as CIO of Credit Suisse since 2008.
04/27/2012
He replaces Beate Trück, who will now focus on doing consultancy work.
04/27/2012
The Swiss job losses are within plans announced last year to reduce headcount by about 10 percent.
04/27/2012
The move is part of an ongoing cost-cutting drive, combining the units for payments and fixed income transactions previously housed in the investment banking and private banking divisions.
04/26/2012
Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.
04/26/2012
Macquarie announced the appointment of Philbrick to head the new branch.
04/26/2012
Fidelity Investment's former deputy general counsel joins expanding Boston practice
04/26/2012
He previously worked at the wealth management arms of Bank of America Merrill Lynch and Barclays.
04/26/2012
Quilter has continued the expansion of its London investment management team with the appointment of former Kleinwort Benson colleagues
04/25/2012
While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.
04/25/2012
UBS did not disclose the advisers' production or client assets managed.
04/25/2012
He will be responsible for managing the private bank’s investment teams and supervising the local asset allocation committee.
04/25/2012
BofA Merrill hires top executive from UBS
He was chairman of UBS investment bank, is expected to join BofA Merrill in coming months and will be based in London
04/25/2012
He will leave Aviva Russia to work from Geneva for UBS AG’s Zurich-based wealth management division
04/24/2012
He leads an initial team of seven professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration and an exceptional client experience in the Pacific Northw