06/21/2012
Concert Wealth Nabs Morgan Stanley Smith Barney Advisor
Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.
Executive Moves
06/21/2012
ABN AMRO private banking announces key appointment
ABN AMRO also announced that in recognition of the increasing business and operational synergies between Asia and the Middle East, the Bank has aligned its activities in the Middle East – particularly its Dubai operations – more closely with i
06/20/2012
Bankers’ pay expectations are 'wildly out of line’ - IMA
But a “Shareholder Spring” every year as investors revolt over pay would “not be healthy” and companies are likely to change their ways to avoid a repeat of this year’s protest votes.
06/20/2012
HSBC Announce Series of Senior Management Appointments in Jersey
HSBC have a new Senior Management Team in place to lead the Corporate, Commercial and Business Banking services provided locally.
06/20/2012
TD Bank Names Head of Wealth
He will be responsible for driving an aggressive expansion strategy for the TD Wealth business, as part of TD’s broader U.S. franchise strategy.
06/20/2012
New CEO for HSBC Russia
Mark Stadler will, subject to Regulatory approvals, be appointed Chief Executive Officer of HSBC Russia.
06/20/2012
JP Morgan Boosts Private Banking Team In Paris
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
JP Morgan Boosts Private Banking Team In Paris
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
Raymond James hires Morgan Stanley broker team
Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.
06/20/2012
Bank Sarasin's independent board members to step down amid takeover
This should permit an immediate transfer of responsibility to a new Board of Directors, to be appointed at this EGM, thus ensuring that Sarasin's supervisory body can continue to function effectively in a very difficult market environment.
06/20/2012
BNY Mellon Hires Director for Wealth Unit
He will lead BNY Mellon Wealth Management’s investment strategy committee, setting asset allocations and making investment recommendations for client portfolios, the New York-based company said today in a statement.
06/19/2012
Barclays grows in Thames Valley team
Barclays has today announced its growing strength in the Thames Valley region with the expansion of its wealth and investment management Reading office.
06/19/2012
Bessemer names new management as Hilton to retire
Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg
06/19/2012
Rothschild hires co-head of SE Asia operations
He will also oversee Rothschild's wealth management and trust business in the region.
06/19/2012
Plan B Wealth Management boosts team
"We are keen to build our advisory team, but only with dedicated advisers who want to make a difference to our clients' lives.
06/19/2012
Lombard International Assurance Adds To Private Banking Team
His last role at Aegon was as business development director of private wealth management.
06/19/2012
KKR names first Brazil appointment
Former Central Bank Governor of Brazil to Support KKR's Business Development
06/19/2012
Veritas names head of sales, marketing and client services.
He has been with Veritas since 2009 when he joined as institutional sales director.
06/19/2012
SJP co-founder Mike Wilson named in Queen's honours list
St James’s Place co-founder Mike Wilson is among the financial services names recognised as part of the Queen’s birthday honours list.
06/18/2012
Lionel Guerraz of UBS to move into wealth management
Guerraz currently works as a client relationship management and sales director at UBS in Switzerland.