05/23/2012
SEI appoints relationship director for Global Wealth Services
Prior to joining SEI she was head of strategic relationships for Close Brothers Asset Management in London.
05/23/2012
Prior to joining SEI she was head of strategic relationships for Close Brothers Asset Management in London.
05/23/2012
He joins Rathbones from private client portfolio manager Investec Wealth and Investment Management where he was an investment manager.
05/22/2012
will be based in Singapore, follows a raft of appointments in the products and services team at Coutts
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
Prior to his move to EFGAM he was a senior fund manager at GAM
05/18/2012
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