09/04/2012
Merrill Lynch teams go independent, join Dynasty
The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon.
Executive Moves
09/04/2012
TDAI Names Managing Director of Product Management
"We went through a reorganization not too long ago where we separated project management from analytics, and we identified these three areas as critical to advisor success," said Tom Nally, president, TD Ameritrade Institutional.
09/04/2012
Neuberger Berman Names New Wealth Management VP
In this newly created position, Proctor will report to Seth Finkel, managing director of Neuberger Berman Wealth Management.
09/04/2012
Signia Wealth hires former UBS Private Equity Director
She was Executive Director in Global Wealth Management Private Equity at UBS
09/04/2012
Swiss private bank appoints new head of private banking for French-speaking Switzerland
This expansion is part of the Group's unchanged growth strategy and sets a clear signal for its home market of Switzerland.
09/04/2012
Barclays expands New York Wealth and Investment Management division
Barclays also hires five-person team from Morgan Stanley Smith Barney including Wayne Chrebet, a former New York Jets player
09/04/2012
RBC Wealth Management appoints Head of Wealth Management, South East Asia
She will be based in Singapore and will report to Andrew Turczyniak, Head of RBC Wealth Management - Asia.
09/03/2012
UBS creates new chief risk officer role for Asia-Pacific
Hong Kong-based arm of the Swiss bank beefs up its Asia risk management capability
09/03/2012
Canaccord taps former Lehman banker
The appointment of de Rosnay, who has held a number of senior investment banking positions in London, is expected to be announced on Tuesday, the WSJ said in an article published on its website.
09/03/2012
Pioneer Investments taps new head of wholesale for Netherlands and Nordics ops
In this new role, Rogier will be responsible for developing Pioneer Investments’ relationships and business with Wholesale clients in the Netherlands.
09/03/2012
Barclays bolsters West African team with senior hire
Prior to joining Barclays he was a Managing Director at JHX Management
09/03/2012
National IFA firm appoints new team leader
He has worked 31 years within financial services, mostly recently as a regional director with Prudential and before that in a similar role with Barclays Financial Planning.
09/03/2012
Sarasin & Partners boosts Global Thematic Equity Fund Management Team
Group plans to build out emerging markets business.
09/02/2012
Credit Suisse moving some Singapore jobs
Almost a third of UK-based investment bankers would rather work in Singapore, according to a recent survey by recruitment firm Astbury Marsden.
09/02/2012
Barclays C&ES appoints two new wealth advisors
Barclays today announced further recruitment to its Corporate & Employer Solutions (C&ES) business as it continues to build its capabilities to meet the employee benefit, corporate protection and rewards and incentive needs of its entrepreneur, SM
09/02/2012
State Street fights London asset management exodus
Its asset management business is facing potential losses due to post-credit crisis legal actions by clients.
09/02/2012
Schroders bolsters multi-asset team with double hire
Schroders has boosted its multi-asset and portfolio solutions team with the appointment of two senior analysts.
09/02/2012
UBS' head of client coverage Asia Pacific resigns
A spokesman at the bank confirmed the departure
09/02/2012
JP Morgan continues Swiss corporate push
He will report into Pascal Ravery, vice-chairman of European investment banking, who was appointed in July as senior country officer for Switzerland.
09/02/2012
Schroders' multi-asset hiring drive continues apace
Schroders' recruitment comes as asset managers battle for the most talented individuals for their multi-asset teams, for what was widely expected to be the most popular investment strategy this year.