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.

04/16/2012

Wells Fargo lands former UBS wealth adviser

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.

04/13/2012

UBS adds advisers with $2 bln in client assets

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

Mercer to rebuild Asia wealth team after departures

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

Cardinal hires senior portfolio manager

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