05/03/2012
The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.
05/03/2012
Olivia joins Coutts from Credit Suisse where she led the Press Office function for their UK Private Banking business.
05/03/2012
The advisers, who joined Morgan Stanley Smith Barney in Missouri, Ohio and Texas, were longtime producers at their old firms before moving in April.
05/03/2012
He joins from ABN Amro, where he headed up the research unit for the Asia-Pacific region, and its investment advisory activities.
05/03/2012
He joins Signia Wealth from Barclays Wealth where he most recently held the position of Market Head for a number of businesses in the EMEA region.
05/03/2012
Quilter names ex-HSBC private bank head as chairman
Former HSBC private bank boss resurfaces in senior role
05/03/2012
The expansion effectively bolsters the private Swiss bank's presence from its Dubai hub and its ability to effectively and personally reach individual, family and institutional clients across the region.
05/03/2012
In connection with this, the Board of Managing Directors has decided to appoint additional members to the Executive Committee in Belgium.
05/01/2012
In his new role, Vowinkel is responsible for driving the growth of Ascent Private Capital Management's new office in Seattle, which will open this summer.
05/01/2012
Mr. Tuttle has over 20 years of experience leading both sales and product management teams in the wealth arena, primarily in South Carolina. He was most recently an executive vice president and head of Palmetto Bank's Trust and Investment Group, base
05/01/2012
Dion appoints new European Sales Director
He has more than 18 years’ experience in international sales and boasts a well-developed network of contacts across Dion’s key markets.
05/01/2012
Piguet also proposed Thomas W. Paulsen, BCV’s chief financial officer, for the board, it said in an e-mailed statement today.
05/01/2012
Coutts hires Credit Suisse wealth planning head
He joins the private bank’s London office in the newly-created role to oversee the growth of tax and wealth structuring across UK, Asia and Switzerland.
05/01/2012
Ex-Icap equities chief joins WH Ireland
His most recent position was head of equities at stockbroker Oriel Securities and prior to this he led Icap's global equities brokerage team.
04/30/2012
As president, Alexander will be chairman of the executive committee and oversee ongoing operations of the company.
04/30/2012
Karel De Boeck, who took over as the head of Fortis at the height of the credit crunch in late 2008, after the group was split up and partially sold to France's BNP Paribas, will be appointed to the board of directors as early as next week, De Morgen
04/30/2012
Barclays’ wealth opens new Swiss office
The wealth and investment management division of Barclays today announced a significant strategic step forward with the expansion of its Swiss presence
04/30/2012
Adam & Company boosts top team
His move sees him re-join the private bank which has a strong Scotland presence, since he previously spent eight years working as a senior manager in London’s King Street office.
04/30/2012
Brown Brothers Harriman boosts Charlotte Wealth Management office
Prior to joining BBH he worked in business development for Afton Capital Management.
04/27/2012
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.