02/17/2012
Independent wealth management firm names new principal
A former attorney with ShawPittman, and a CPA with PricewaterhouseCoopers and Ernst & Young's National Tax Department,
02/17/2012
Harcourt appoints head of risk
Harcourt’s Chief Risk Officer, Frédéric Berney, has announced that he will be leaving the company on May 31 of this year.
02/17/2012
BNP Paribas Jersey appoints Head of Private Banking
She had been with SG Hambros for a decade and was Head of Intermediary Private Banking.
02/17/2012
Fledgling wealth management division head leaves
The reason for their departures is not known.
02/17/2012
Former Close Wealth Management co-founder to spearhead new private client division
Hartmann Capital, which has derivatives, fund management and fixed income divisions, is broadening its offering to target high and ultra-high net worth individuals.
02/17/2012
National wealth manager appoints new Exeter head
The national wealth manager’s Exeter office has tripled its staff headcount to nine since opening.
02/17/2012
US Secretary of State Hillary Clinton and former White House economic adviser Lawrence Summers are two leading candidates to succeed World Bank President Robert Zoellick when he leaves in June, said two people familiar with Obama administration discussion
02/16/2012
Top Citi executives to join Infoline's wealth management arm
Close to a dozen senior-level executives from Citibank will join the local brokerage India Infoline's wealth management arm which offers personalised services like asset allocation and portfolio management to well-heeled investors.
02/16/2012
Quilter hires investment manager from Towry
He will report to Vanessa Walduck, executive director at Quilter, and will manage portfolios for private clients, trusts, charities and smaller pension funds.
02/15/2012
US Wealth Manager boosts board
He was a partner in the leading international law firm, Cleary Gottlieb Steen & Hamilton LLP, for twenty-three years
02/15/2012
Independent wealth management firm names senior investment analyst
Simpson has served as Gresham's senior investment analyst since joining the firm in May 2005.
02/15/2012
ABN AMRO may cut 15 percent of jobs at clearing unit
The job cuts, which mostly take place at the custody and brokerage operations, also aim to make ABN AMRO more cost-efficient, focus more on customer needs and remain competitive in a market where margins can be small, an ABN AMRO spokesman said.
02/15/2012
ANZ reshuffles senior management
ANZ Banking Group will reshuffle its senior management, including the internal appointiment of a new chief financial officer.
02/15/2012
Merrill Lynch Wealth Management Strengthens London Office
Merrill Lynch hires advisers from Barclays Wealth and Goldmans
02/15/2012
UK based chartered accountants hire Coutts' man to lead financial planning
He will oversee a team of seven investment advisers and is tasked with substantially increasing the team's revenue by 2015.
02/14/2012
Guernseyman takes up head role for Praxis Group in Switzerland
He will focus on developing the Swiss market for the group as well as activity in several other jurisdictions.
02/14/2012
At Morgan Stanley he focused on wealth building and capital preservation for private clients and charitable foundations.
02/14/2012
Deutsche Bank names Chief Global Strategist
In his new role, he reports to David Folkerts-Landau, Global Head of Research.
02/13/2012
To broaden the leadership of the organization, Brent McLean has appointed Kevin Dehod as President. Brent will continue his role as Chief Executive Officer, as he focuses his time on the strategic direction and vision for McLean & Partners.
02/13/2012
The group said it was now “well placed to take advantage of the opportunities in the growing retail savings market”