09/17/2012
He said he made the move to be able to have greater independence in offering financial planning and investment advice more in line with his clients' interests, rather than feel pressured to push any particular bank products to them.
09/17/2012
He was head of resources and energy banking at HSBC and head of natural resources investment banking at Deutsche in the Asia Pacific region, Canaccord said in announcing his appointment.
09/17/2012
The reasons for his departure are not known
09/17/2012
ANZ today announced three senior appointments reporting to CEO Australia, Philip Chronican.
09/17/2012
Jupiter hires head of private clients from Schroders
The 24-strong private client team has doubled assets under management to some £1.8bn during the past four years by delivering strong performance and high service standards.
09/17/2012
Investec Asset Management has announced the arrival of energy investment specialists Charles Whall and Tom Nelson, who start this week following the departure of Jonathan Waghorn and Mark Lacey earlier in the year.
09/17/2012
Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.
09/16/2012
He has also worked for RBS and ABN AMRO, joined the firm in early 2011.
09/16/2012
He joins Arbuthnot Latham from Coutts & Co where he was Senior Financial Planning Specialist.
09/16/2012
He joins from Old Mutual Asset Managers where he was Sales and Marketing Director.
09/16/2012
has 15 years of banking industry experience and joins Northern Trust from Citi Transaction Services, where he was most recently Director Head of UK Investor Services Product.
09/16/2012
Deutsche Bank announced today the Executive Committee for its integrated Asset & Wealth Management division.
09/16/2012
Prior to UBS Wealth Management, where he worked since 2007 and was responsible for assets under management of more than £500m, he spent five years at HSBC Investment Management as director and team leader in the UK private client business.
09/13/2012
He started his career in 1992 and spent 10 years at Deutsche Bank before joining UBS.
09/13/2012
Barclays' Wealth and Investment Management division is the largest wealth manager in the United Kingdom by client assets
09/13/2012
"Deutsche Bank aims to emerge as a long-term winner from the fundamental shifts taking place in the banking industry," said the two leaders.
09/13/2012
In the wake of the resignations, UBS has opted to bolster the local team with the relocation of regional heads Jonathan Brown and head of investment management UK, Paddy Lewis.
09/12/2012
He is currently a Non-Executive Director of Kenmare Resources plc and a Director of the Edinburgh Dragon Fund.
09/12/2012
State Street shuffles senior execs
"Key to our success at SSgA is our global breadth, deep reservoir of talent, and organizational efficiency and scalability enabling us to deliver high quality investment solutions to our clients," said Scott Powers
09/12/2012
ABN AMRO Private Banking appoints Head of Asian Discretionary Portfolio Management
She will report to Mr. Hugues Delcourt, Country Executive Singapore & CEO Private Banking Asia and Middle East