04/24/2012
He leads an initial team of seven professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration and an exceptional client experience in the Pacific Northw
04/24/2012
The appointment comes as UBS tries to restore the faith of both its clients and staff in its investment banking prowess.
04/24/2012
The two analysts are well known in the technology and interactive entertainment sector, having covered companies including Google Inc., Yahoo Inc. and Amazon Inc. at UBS for roughly three years.
04/24/2012
Paul joins SEI with over 24 years experience in the industry. His most recent role was head of sales for the defined contribution intermediary channel with Lincoln Financial Distributors.
04/24/2012
Pictet AM appoints Chief Strategist
He joins from Credit Suisse, where he was a director in the Global Equity Strategy team. Previously, he held positions at AllianzDresdner AM and Union Investment in Germany.
04/24/2012
As a member of the Board of Directors since February 2012, he is responsible for the management and further development of VP Bank (Singapore) Ltd and VP Wealth Management (Hong Kong) Ltd.
04/24/2012
Kleinwort Benson boosts wealth management team
He joins Kleinwort Benson from Deutsche Bank International
04/24/2012
He will lead an expanding team of advisors as Macquarie continues to add numbers to its ranks of top practitioners.
04/23/2012
Independent wealth management firm expands with veteran ex-Morgan Stanley hire
He has more than $20 billion in investable client assets under management
04/23/2012
He joins the Qatar business after 5 years with the HSBC Group working in a range of fast-growing economies, including roles in Turkey and India.
04/23/2012
Canada's RBC to double Mideast wealth management team: executive
"We currently have 15 people in our Dubai office and will expect to double that in the next two to three years," Barend Janssens, head of the bank's wealth management in emerging markets told reporters in Dubai.
04/23/2012
He has worked on several energy deals including the A$3.4 billion takeover of Arrow Energy by Shell and Petrochina in 2010, the sources said.
04/20/2012
Mr. Jordan, a well-regarded economist who has worked for the Swiss National Bank since 1997, has been heading the institution on an interim basis since January, when Philipp Hildebrand resigned over a currency trading scandal.
04/20/2012
Three former Marshall & Ilsley Corp. wealth management executives who joined BMO Financial Group last summer after its takeover of M&I have left or soon will be leaving BMO, the company said.
04/19/2012
The bank said on Wednesday Kalaris will retain his current position as Chief Executive of the Wealth and Investment Management division but will help review the group's strategy in the Americas.
04/19/2012
Evercore Wealth Management CEO Jeff Maurer welcomed Mr. Bergner, saying that his more than 20 years of experience in managing individual, family and related institutional assets will contribute to the continued growth of the firm.
04/19/2012
The two bankers are likely to team up for their next venture, and are exploring multiple opportunities, including starting their own firm, the people said.
04/19/2012
Credit Suisse private banking appoints senior trio amid restructure
They have extensive experience assessing and evaluating credit risk for private banks
04/19/2012
A spokesperson for Coutts in Singapore confirmed that the firm expects to announce a new head of products and services for the region in the next few weeks
04/19/2012
Wells Fargo & Company has bolstered its brokerage base across the United States, hiring at least 16 veteran advisers who managed more than $1.1 billion in client assets at their previous firms.