08/13/2013
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
We welcome Jewelle to our team
08/11/2013
With this reorganization, Bank J. Safra Sarasin is looking forward to strengthening its presence in the southern region of Germany and to continuing its successful growth.
08/11/2013
He will report into Tim Bolton Carter, regional director for the South West, and will be responsible for managing a range of private client and charity portfolios.
08/11/2013
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
He will join the Firm from Credit Suisse in Switzerland,
08/10/2013
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
In June, three advisers left the firm, which is part of Macquarie Bank's banking and financial services division.
08/08/2013
She is still negotiating her specific role
08/08/2013
Hair will exit Turcan Connell in November
08/08/2013
Turcan Connell Asset Management executive director and head of financial planning is to leave the company after a nine-year spell.
08/07/2013
Citigroup Inc. has named a new chief operating officer for corporate and investment banking in Asia Pacific, as its top private-equity banker in the region steps away from the role.
08/06/2013
Most recently he worked at Kleinwort Benson Private Bank for eight years
08/06/2013
These appointments complete the senior structure in Supervision, and are the final step in implementing a new structure for the division.
08/06/2013
She is a founder and executive editor of Private Wealth, a publication for high-end service professionals with ultra-affluent clients.
08/06/2013
His position will not be replaced on EFG International's Executive Committee and, in future, heads of private banking in Geneva and Zurich will report directly to John Williamson, Group CEO, in his capacity as CEO, EFG Bank, EFG International's
08/05/2013
He will join UBS in mid-August and be based in Singapore.
08/05/2013
He was previously with BNY Mellon
08/05/2013
He will replace Natan Tiefenbrun, who is leaving the platform after less than a year in the job.
08/05/2013
He succeeds John Nugée who will retire at the end of October.