Managers of Wealth

Raymond James Welcomes $1.9 Million Team from UBS Financial Services

Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.

UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse

UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.

Wealth planning expert appointed to lead Lombard International Assurance's specialist team

Lombard International Assurance has selected the former Merrill Lynch chief of wealth planning for the EMEA region to lead its team of 20 experts in its Wealth Structuring Solutions unit.

Chase de Vere offers RDR-burdened Chester adviser a home

Richard Owen has joined Chase de Vere’s Chester office after closing down his own firm in the area.

Barclays wealth advisory head joins Salamanca

Based in London he will spearhead the development of a new model for the provision of global family office services, aimed at helping families with increasingly complex issues to deliver on their personal and strategic objectives.

Ex-Thames River director joins adviser firm

Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.

Ex-Thames River director joins adviser firm

Mike Hodges, managing director of Carrington, described Warren coming on board as 'another significant hire that we have made in the last 12 months'.

Raymond James Recruits $2.2 Million Advisor from Merrill Lynch

Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T

Van Lanschot appoints head of Treasury

He is an experienced finance professional with expertise in managing interest rate risk, liquidity, solvency, capital planning and covered bond programmes.

CISI Jobs Online great news for global financial services job seekers and employers

financial services industry with financial services firms/recruiters searching for employees.

Morgan Stanley wealth management hires advisers from UBS, Wells Fargo

Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.

Citi announces new head of banking and wealth management

She held senior banking, investment and wealth management positions at NAB and Macquarie Bank before joining Citi.

UK wealth manager names new Channel Islands director

He previously worked at Bank Leumi and AIB Bank in Jersey

European bank lures Barclays Wealth bankers

His hire is aimed at strengthening the bank's presence on the territory and supporting its business development plans in the area of Milan, the bank said.

Towry creates head of client experience role

Towry has promoted Linda Payne to the newly-created role head of client experience role and has also put her into the firm’s executive committee.

RBC wealth management appoints head of investments and products for Asia

Je is based in Singapore

Credit Suisse appoints Malaysia market leader for private banking Asia Pacific

Slöör previously served as managing director and region head Nordics at UBS Wealth Management, a division of UBS AG

Swiss private bank looses managing partner

The private bank said last month that it will take on former Deutsche Bank risk chief Hugo Baenziger as a managing partner, tasked with helping the family-owned Geneva-based private bank expand outside Switzerland

KPMG International names new global chairman

He received the unanimous support of the Board and his selection is expected to be ratified at the March meeting of senior partners from KPMG's network of firms around the world.

Bank of London and the Middle East’s Chairman retires

With effect from 31 March 2014, Yacob Al Muzaini, will retire as Independent Non-Executive Chairman of BLME Holdings plc and BLME plc.

Executive Moves