03/06/2012
First Republic taps MD and Investment Consultant in Boston office
Senior Investment Consultant Expands Wealth Management Team In Boston
03/06/2012
Senior Investment Consultant Expands Wealth Management Team In Boston
03/06/2012
Ms. Martore-Baker will direct business development and lead the wealth management efforts in New Hampshire. She will be based in the Concord office.
03/06/2012
The team manages more than $1.4 billion for approximately 50 clients, including families, foundations, endowments, unions and pension plans and joins HighTower from the Merrill Lynch Private Banking and Investment Group in New York.
03/06/2012
Berkeley Law, the London based law firm specialising in wealth advice for high-net-worth individuals in the UK and overseas, has strengthened its offering for CIS clients
03/05/2012
Jeffrey Sachs is tipped to be the next president of the World Bank, and pledges to tackle global poverty
03/05/2012
He has joined from ICICI Prudential Asset Management Company, based in India, where he was vice president and senior investment manager for the past seven years.
03/02/2012
LGAA names new executive director
Prior to joining Lowenhaupt Global Advisors Australia, Dunworth had senior executive roles with Credit Suisse Private Bank, Pengana Capital and Westpac Private Bank.
03/02/2012
Lloyds marketer Joe Clift leaves bank
Lloyds Banking Group unveiled a new "streamlined" marketing structure in September last year, as part of moves to better differentiate the roles of its individual brands.
03/02/2012
Arbuthnot Banking Group appoints head of legal affairs
This is a new position and Alan's considerable experience in both corporate and financial legal matters will complement the existing risk and compliance resources of the Group.
03/02/2012
Arbuthnot rolls out board changes
As announced on 19 January, James Fleming has been appointed to the role of Chief Executive Officer of Arbuthnot Latham & Co., Limited and will join the Board of Arbuthnot Banking Group on 1 March 2012.
03/01/2012
Citibank Singapore appoints new CEO
He replaces Anil Wadhwani, who was recently appointed as head of cards and personal loans for Citi Asia Pacific.
02/29/2012
PrivateBancorp names president of personal client services
He holds a bachelor's degree in finance from the University of Illinois Urbana-Champaign. He is a member of the Board of Directors of the Illinois Bankers Association, the Brain Research Foundation's Associate Board and the Rehabilitation Instit
02/29/2012
Investec Wealth boosts senior team
He was formerly head of the Leeds office of Kleinwort Benson
02/28/2012
Swiss govt no longer to name SNB head
Jordan has been running the bank and its campaign to haltthe rise of the Swiss franc since Philipp Hildebrand quit lastmonth over a currency trading scandal.
02/28/2012
Fiduciary Trust rolls out key hires
Fowler previously served on the Fiduciary Trust Board from 1993 until 2006 when he joined the firm as a full-time employee responsible for business development.
02/28/2012
Citi private bank names Asia real estate head
“Kwang Meng Quek will be leaving Citi Private Bank in March to pursue real estate development opportunities in Shanghai, China,” the note added.
02/28/2012
Head of Bahrain sovereign wealth fund quits
The move looks set to boost the Gulf state’s troubled financial sector, but it has also raised concerns about the erosion of reformists from leading government roles.
02/28/2012
Newton boosts private client team with HSBC Private Bank hire
She joins Newton from HSBC Private Bank, where she was part of the Investment Counsellor team since March 2010.
02/27/2012
UBS Names heads of Australia Capital Markets
A UBS spokeswoman confirmed the memo’s contents
02/27/2012
Watch Out! Ten Interview Questions Designed To Trick You
Do you know how to read the subtext?