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.
04/12/2012
Cohen began his career in the financial services sector more than 25 years ago. Most recently, he worked as Director of Fixed Income Investments with consultant Fortigent, LLC, where he oversaw the development of the firm’s fixed income investment p
04/12/2012
The biggest investment banks are pushing into emerging markets in Latin America and Asia as their economies expand.