02/11/2012
Smith & Williamson appoints leading private client tax specialist
A leading private client tax specialist is joining the Bristol office of Smith & Williamson, as it aims to become the “highest rated private client office in the South West”.
02/11/2012
Baker Tilly Investment Advisors Lands Senior Portfolio Manager
He retains a large network of contacts in the Midwest, which Baker Tilly believes will be useful in expanding its practices beyond the $1.25 billion in assets that it currently manages.
02/10/2012
Wegelin boss gives up NZZ role after U.S. tax probe
The head of Wegelin -- Switzerland's oldest private bank and which the United States has indicted for helping clients dodge taxes -- is standing back from his role as chairman of the country's influential Neue Zuercher Zeitung daily.
02/09/2012
Senior figure leaves Quilter
The deputy manager for the managed portfolio service will take over responsibility for its management.
02/08/2012
Citi names new Asia management structure
Citigroup Inc's Asia-Pacific chief executive announced a new management structure on Wednesday
02/08/2012
Leading UK Stockbroker hires ex BNP Paribas UK wealth head
This newly created role will position him to guide Walker Crips through the next phase of its development and to promote the growth and expansion of its private client business.
02/08/2012
Rowan Dartington offers the Signature direcretionary investment management service to advisers.
02/07/2012
Industry Veteran Brings Expanded Global Outlook and Management Experience to the Firm
02/07/2012
Heritage International Fund Managers makes a host of new appointments
Heritage International Fund Managers Limited (HIFM) continues to develop its services and has made a host of new appointments.
02/07/2012
Swiss private bank to lay off 35 staff in APAC
The bankemploys around 6,500 people in the Asia-Pacific region, so the cuts are around 0.5% of the regional staff, one of the people said.
02/06/2012
Merrill Lynch Wealth Management hired bankers from HSBC Holdings Plc and Barclays Plc in the Middle East as the unit of Bank of America Corp. boosts its operations in the region.
02/06/2012
Coutts bolsters Middle East team with three new hires in line with ambitious growth plans
The bank currently employs around 30 people in its three regional offices--Doha, Abu Dhabi and Dubai--and from London and Geneva focusing on the Middle East.
02/06/2012
Clarion appoints new head of marketing and communications
In his new post he will aim to help raise the firms profile among potential clients, other professional services firms and in the independent financial advice sector.
02/06/2012
He first joined Goldman in 1997, becoming head of Goldman's Asia securities division in 2008.
02/03/2012
He will lead the development of Unigestion’s highly successful Funds of Hedge Funds business, with assets under management exceeding USD 3.7 billion managed on behalf of institutional clients.
02/03/2012
One of four managing principals who helped start boutique investment bank StormHarbour Partners LP in 2009, is leaving the firm to pursue other opportunities, the company said.
02/03/2012
He headed HSBC's wealth management unit for more than a year.
02/03/2012
Leading private bank appoints new CEO for SEA
Based in Singapore, he will also be a member of the management committee of EFG Bank in Asia.
02/03/2012
Withers Bergman Adds Prominent Trusts and Estates Partner
He is an active advisor to a number of charitable organizations. Among other posts, he serves as Deputy Chairman of the Board of Trustees of the American Museum of Britain.
02/02/2012
Fairbairn Private Bank announces two new senior appointments
These significant appointments reflect the company’s continued growth and expansion.