06/24/2012
The Board has approved management’s proposal for the company to buy back ordinary shares in the open market initially to cover the number of shares contemplated under the acquisition of Penjing Asset Management
06/24/2012
He will be responsible for certain relationships with family groups, individuals, trusts and charitable foundations.
06/21/2012
Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President
06/21/2012
The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.
06/21/2012
Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.
06/21/2012
ABN AMRO also announced that in recognition of the increasing business and operational synergies between Asia and the Middle East, the Bank has aligned its activities in the Middle East – particularly its Dubai operations – more closely with i
06/20/2012
But a “Shareholder Spring” every year as investors revolt over pay would “not be healthy” and companies are likely to change their ways to avoid a repeat of this year’s protest votes.
06/20/2012
HSBC have a new Senior Management Team in place to lead the Corporate, Commercial and Business Banking services provided locally.
06/20/2012
He will be responsible for driving an aggressive expansion strategy for the TD Wealth business, as part of TD’s broader U.S. franchise strategy.
06/20/2012
Mark Stadler will, subject to Regulatory approvals, be appointed Chief Executive Officer of HSBC Russia.
06/20/2012
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.
06/20/2012
This should permit an immediate transfer of responsibility to a new Board of Directors, to be appointed at this EGM, thus ensuring that Sarasin's supervisory body can continue to function effectively in a very difficult market environment.
06/20/2012
BNY Mellon Hires Director for Wealth Unit
He will lead BNY Mellon Wealth Management’s investment strategy committee, setting asset allocations and making investment recommendations for client portfolios, the New York-based company said today in a statement.
06/19/2012
Barclays has today announced its growing strength in the Thames Valley region with the expansion of its wealth and investment management Reading office.
06/19/2012
Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg
06/19/2012
He will also oversee Rothschild's wealth management and trust business in the region.
06/19/2012
"We are keen to build our advisory team, but only with dedicated advisers who want to make a difference to our clients' lives.
06/19/2012
Lombard International Assurance Adds To Private Banking Team
His last role at Aegon was as business development director of private wealth management.