02/27/2014
Morgan Stanley's wealth unit names three executives to new roles
Morgan Stanley's wealth management unit has named three executives to new roles as part of its strategy to sell more products to clients and increase its loan book.
02/27/2014
The Bank continues to invest in the quality of its teams to maintain a global reputation for excellence in research and first-class service for its clients.
02/27/2014
Standard Chartered has appointed Sanjeeb Chaudhuri as head of the newly-created role of Group head of brand and Chief Marketing Officer, effective April 1.
02/26/2014
EQT creates new wealth management role
He joins EQT from Phillip Capital Australia where he was head of asset management, and formerly held roles at NAB Private Wealth and UBS Wealth Management in Australia and the UK.
02/26/2014
Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team.
02/26/2014
He has played a key role in promoting the bank’s investment capabilities and discretionary investment management services to intermediary companies based in the UK and internationally.
02/26/2014
He will continue to be based in Hong Kong.
02/26/2014
AIG has appointed Patrick Cloughley as senior development manager in its UK private client group.
02/25/2014
The firm has named global co-heads for its private bank investment group, one based in Hong Kong and the other in London.
02/25/2014
Guernsey's Chief Minister Peter Harwood has resigned his position due to the "risk to the reputation" of the office.
02/25/2014
Brown Shipley has promoted Kevin Doran to chief investment officer after Peter Botham moved across to a new role focusing on the company's IFA business.
02/24/2014
Independent international private banking group establishes London office
With the support of a great team, we have achieved a significant amount
02/24/2014
He will be responsible for Insight’s investment operations, custodian relationships, project management and ancillary services across all platforms and jurisdictions.
02/24/2014
The branch will be headed by Lee Clark, who has joined from Arbuthnot Latham, where he was a chartered financial planner.
02/24/2014
Mitch Ackles and Ron Geffner have been re-elected president and vice president, respectively, of the Hedge Fund Association.
02/21/2014
BNY Mellon Wealth Management Adds 6 Senior Sales Directors
BNY Mellon Wealth Management is ramping up its business development efforts in New York, Chicago, San Francisco and Philadelphia.
02/21/2014
Former Brewin MD joins Davy Private Clients
He brings a wealth of knowledge with him to Davy, which I believe will be beneficial to us on a number of levels across different parts of the Davy Group
02/20/2014
Verus Wealth co-director Jonathan Gibson is leaving the firm he established in 2005 with director Paul Lothian to lead accountancy joint-venture business A2+B Wealth full-time.
02/20/2014
Reinsurer Swiss Re appointed David Cole as its new finance chief on Thursday, and raised its dividend after reporting an unexpected rise in net income.
02/20/2014
Deutsche Bank is considering John Cryan, the former finance chief of UBS AG, as a potential replacement for co-Chief Executive Anshu Jain should he be implicated in an ongoing investigation into currency manipulation