12/30/2013
Leading Swiss private banking group appoints Head of Lebanon
He has more than 30 years' experience in advising ultra-high net worth individuals, family offices and foundations.
12/29/2013
SAC employees are said to be departing following the closure of the firm's UK office
12/24/2013
Deutsche Asset & Wealth Management has appointed the former head of consultant relationships at Scottish Widows Investment Partnership as a director.
12/24/2013
Heller, whose practice is focused on domestic and international Tax, Trusts & Estates and Wealth Management, will serve on the Council for a three-year term commencing in 2014.
12/24/2013
He will also join the Company's corporate governance and nominating committee, replacing Mr. Ji Liu, who resigned from the board of directors of the Company, effective December 13, 2013.
12/19/2013
We are delighted to welcome such high calibre individuals to Coutts
12/19/2013
Michel Barnier, the European Commissioner for internal markets and services, has banned his department's staff from holding any meetings with bankers
12/18/2013
She was most recently at UBSâWealth Management
12/17/2013
He joins from HSBC, where he was managing director and head of its UK ultra-high net worth team.
12/17/2013
Investment manager JM Finn & Co has appointed Sarah Soar to the newly created position of head of front office, to start 13 January 2014.
12/17/2013
Multrees boosts senior management team
Prendergast's previous role was at Credit Suisse Private Banking UK marketing their External Asset Manager solution.
12/17/2013
Fisher Vet Wells Joins Convergent Wealth Advisors
His talents are expected to drive the firm’s growth efforts to that of a nationally recognized wealth management solution for the $1 million plus investor.
12/17/2013
Aberdeen Asset Management Names Head of Americas
He is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
Julius Baer appoints new Head Investment Solutions Group & CIO
Hans Lauber who has previously held both positions will leave Julius Baer for private reasons
12/16/2013
SEI boosts UK private banking team
Previously he worked for Standard Life in a strategic deals role, targeting large IFA firms and banks.
12/16/2013
This follows the sale by Lloyds Banking Group of its remaining holding in SJP by way of a placing to institutional shareholders.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
His appointment demonstrates our commitment to developing innovative solutions for our clients who are struggling to help their employees transition to retirement.
12/12/2013
Skandia head of wealth planning to leave (again)
He returned to the provider in February this year to head up its wealth planning division. However, a spokeswoman confirms Jelley has now left the firm by mutual consent.
12/11/2013
BNP Paribas announces senior Investment, Private Wealth Roles In Asia-Pacific
He is responsible for strengthening relationships with global distributors, private banks, family and multi-family offices