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.
04/16/2012
Adviser David Halsch, a three-decade industry veteran, joined Wells' Denver office on Thursday from UBS AG's U.S. brokerage, a recruiter with knowledge of the move told Reuters.
04/16/2012
Stratton was appointed to the newly-created role on April 1 and will join the Axa Wealth management team. He was previously regional sales manager for the midlands.
04/16/2012
JP Morgan Private Bank has beefed up its UK team with three senior hires.
04/16/2012
The bank has named senior bankers in its private banking Asia-Pacific business
04/16/2012
Fleming Family & Partners Private Equity Appoints Investment Directors
Fleming Family & Partners Private Equity has appointed two new Investment Directors.
04/16/2012
Barclays Wealth appoints Regional Manager for Atlanta
He joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management.
04/13/2012
UBS's Americas wealth management group is the fourth-largest U.S. brokerage by client assets with $754 billion in assets under management and just under 7,000 advisers as of the end of December.
04/13/2012
Promotions support continued growth of wealth management and private banking businesses
04/13/2012
The last remaining member of Mercer’s three-strong wealth management consulting team in Singapore moved on last week, but the investment consultancy plans to rebuild and strengthen in this area.
04/12/2012
Ms. Sevilla-Sacasa holds a B.A. from the University of Miami, an M.B.A. in International Management from the Thunderbird School of Global Management and speaks four languages: English, Spanish, French and Portuguese.
04/12/2012
The new J.P. Morgan Securities office in Philadelphia will be led by John Borzi, a longtime Barclays Wealth veteran.