01/27/2012
“The loyalty these advisors have demonstrated during what must have been an excruciatingly stressful period is a testament to their character, their dedication to clients and the importance they place on being a part of a firm that is like family.&a
01/27/2012
There are no changes to the ownership or control of Eagle or the Eagle Family of Funds resulting from Riess’s retirement, or any material change in investment advisory or portfolio management services provided by Eagle.
01/27/2012
He is responsible for directing the firm’s managed accounts and fee-based platforms.
01/27/2012
Head Of UK Private Bank Steps Down
The reasons for their departures are not yet known, although speculation is mounting over the future of the London office and whether a restructure could be in the offing.
01/27/2012
He will take on this role commencing March 2012 in South Africa and will relocate to London in April 2012.
01/26/2012
Scott joins Barclays Wealth as director within the investment bank's Glasgow team. He joins after a three months gardening leave following his stint with Kleinwort Benson where he served as head of private wealth management for three years.
01/26/2012
The company said Yoichiro Hamaoka, who had run the property brokerage's business in Japan for the last 12 years, was stepping down and would take on the role of chairman.
01/26/2012
"This is a great example of someone who was at a wirehouse for many decades and really had a strong desire to go independent," said Hiter, who now oversees Hanks.
01/26/2012
Brewin Dolphin has made five redundancies at its Aberdeen office in a move that has seen a further reduction in headcount at the office.
01/26/2012
Morgan Stanley Smith Barney, the largest U.S. brokerage, hired two veteran advisers from Merrill Lynch to its broker base, a source with knowledge of the move told Reuters on Wednesday.
01/25/2012
Simpson is based in Pittsburgh and has 20 years of experience in financial services.
01/25/2012
He will succeed – and report to – global president and chief executive Len Brennan in the role.
01/25/2012
UK Expansion Continues Apace At German Private Bank
He has joined Berenberg after eight years at Arjent Ltd, where he was Head of Private Client Investment Management.
01/24/2012
Commenting on the hire Rowan Dartington chief executive Graham Coxell said: 'There is quite a trend for former sporting professionals to break into the financial services market towards the end of their playing career.
01/24/2012
Levey was appointed Chief Legal Officer of HSBC Holdings on Jan. 13.
01/24/2012
He joins from JP Morgan Cazenove where he headed up the European and Emerging Market sales team since the merger of the two companies in 2010.
01/24/2012
He is based in London and reports to Nikko AM Europe president, Charlie Metcalfe.
01/24/2012
The number of new managing directors fell from 232 last year and 212 the previous year.
01/23/2012
In his new role he is responsible for client servicing, product development and new business integration.
01/23/2012
Tods Murray has absorbed two-partner private client firm Fyfe Ireland.