05/22/2012
Katharine brings over 20 years' experience in the employee benefits and corporate consulting industry having worked in a number of senior roles at Friends Provident, and more recently at Mercer where she was responsible for building its workplace sav
05/22/2012
Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.
05/22/2012
The company has also hired Richard Priestly as executive director within its retirement income division.
05/22/2012
David Inglesfield, formerly regional head of private banking based in Geneva, Switzerland, has left the bank.
05/22/2012
She is a seasoned professional with more than 25 years of industry experience.
05/22/2012
Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.
05/21/2012
He was formerly with ABN AMRO Bank and Trust Company
05/21/2012
Nick Reid is stepping down as co-head of European, Middle Eastern and African investment banking at UBS, according to a memo seen by Reuters, to spend more time with clients as the firm seeks to rebuild its market share.
05/21/2012
He has come on board at Smith & Williamson as a director and use his 33 years' experience working in financial services to run portfolios and charity money.
05/18/2012
In a move aimed at boosting its mid and high net worth proposition, Jelf Insurance Brokers has appointed two new members
05/18/2012
Swiss asset managers bag GAM China equity star
Prior to his move to EFGAM he was a senior fund manager at GAM
05/18/2012
Coutts appoints Head of Investment Solutions
He joins from Credit Suisse where he served a five year tenure as Market Group Head, UK Domestic
05/17/2012
He will be succeeded by Scott Lindsay, a 30-year veteran of Credit Suisse and its predecessor, First Boston.
05/17/2012
He joins from JPMorgan's wealth management group
05/17/2012
Barclays has announced that it has hired four Investment Representatives who will be based in New York in the Wealth and Investment Management division.
05/17/2012
Axel Schwarzer, Head of Vontobel Asset Management commented: "These appointments, reflect the commitment to our clients and the ambition to further strength and expand our capabilities as Alternative Investments Manager"
05/17/2012
He was most recently a member of the Board of Directors and Head of Clariden Leu Asset Management in Hong Kong
05/17/2012
Steven Douglas Associates is proud to announce that Jon Duncan and Mitch Lillie have joined the firm as Vice Presidents in the Wealth Management Search Division.
05/17/2012
He has over 20 years’ experience in the financial services industry focusing on wealth management and estate planning for Chinese corporates and high net worth individuals, including work on the foreign listing of Chinese companies, immigration to t
05/16/2012
A process will commence shortly to identify Richard Saunders' successor.