08/01/2014
CIBC'S New CEO Weighs Expanding Wealth Management
He is the Senior Executive Vice-President, CIBC and Group Head, Wealth Management. He succeeds Gerry McCaughey, who will retire as of September 15, 2014.
08/01/2014
These individuals will assume their leadership roles immediately.
08/01/2014
The team, known as Rogers Norton Wealth Management Group of Raymond James, joins from UBS Financial Services in Portland, where they managed more than $200 million in client assets and had annual fees and commissions of about $1.9 million.
08/01/2014
UK's oldest, independently owned private bank recruits HSBC Private Bank director
The independent private bank was founded in 1672
08/01/2014
John’s remit will be to lead the expansion of Brompton’s multi-asset business.
08/01/2014
UBS UK chief said to leave
The chief executive of UBS's British operations is to leave the bank at the end of September
07/31/2014
The firm has got a lot bigger over the years and we now employ 180 people
07/31/2014
Former President of Merrill Lynch Global Wealth Management Joins largest international partnership of independent wealth management firms
Newest Focus Board Member Brings More Than Three Decades of Experience from Wall Street Firm
07/30/2014
Further staff changes are expected shortly.
07/30/2014
Leading investment manager appoints Head of Private Client, Trust Bank & Family Office
Leading investment management company, today announced it has made a substantial move forward in the evolution of its distribution organization with two new hires.
07/30/2014
Former senior Rothschild exec to head up Evercore European unit
This new business expands the services that Evercore can provide to existing and new clients in Europe and will form a core part of our offering in conjunction with strategic and mergers and acquisitions advice.
07/30/2014
Towry has promoted four of its senior partners to executive partners.
07/29/2014
Two of the biggest names in the City, former Glencore chair Simon Murray and ex-Abbey National chief executive Luqman Arnold, have joined force to launch a boutique advisory business.
07/29/2014
He has been a member of the Supervisory Board since 2007.
07/29/2014
Former Barclays Family Office head resurfaces in key role
She was most recently Global Head of Key Clients and Family Offices at Barclays Wealth and Investment Management in London.
07/28/2014
Le Poidevin joined Guernsey Finance as Technical Director and Deputy Chief Executive in early 2011 and succeeded Peter Niven as Chief Executive in July 2012.
07/28/2014
Deutsche Asset & Wealth Management names active head
He replaces Wolfgang Matis
07/25/2014
Cantor Fitzgerald Europe, a leading global financial services firm, is pleased to announce the appointment of Eric Bourguignon as Director of Consumer & Retail in the firm’s expanding Corporate Finance team.
07/25/2014
MDs exit Canaccord after pocketing bonuses
Three sector specialists at managing director level are in the process of leaving Canaccord Genuity, days after pocketing their bonus.
07/25/2014
He joined in March and was formerly Brewin Dolphin intermediary business development manager.