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.
04/18/2012
The bank announced senior appointments in its Private Banking Asia Pacific Research team.
04/18/2012
Managers classed as ‘skilful’ are most likely to be strong in the second section, being able to hold on to a stock that has performed in the past and continues to do so when held in the portfolio, Inalytics said.
04/18/2012
Former President of Global Wealth Management group joins Gold Bullion board
"I saw the value of the GBI model and philosophy as soon as I was introduced to the company and its management," she said
04/18/2012
The move comes amid a wave of executive changes at UBS and its investment bank.
04/17/2012
Report: Credit Suisse May Cut 5,000 Jobs
According to Swiss paper Der Sonntag, the Zurich-based lender could disclose the cost-cutting moves in its upcoming first-quarter earnings report on April 25.
04/17/2012
He will lead teams of private bankers responsible for high net worth clients in Singapore and South East Asia,
04/17/2012
Most recently he worked with Credit Suisse since 2009
04/17/2012
Eden Financial has further bolstered its wealth management strength with the hire of two senior figures.