01/09/2012
Lewis estimates he has been involved in the transition of roughly 400 Merrill advisers to other firms in the past 15 years, and said more are leaving, forgoing the last of the retention payouts.
01/09/2012
In his new role, he will oversee the trust services and investment management groups as well as the bank’s wholly owned registered investment advisers, Morton Capital Management and R.E. Wacker Associates.
01/09/2012
He joins Rathbones from XCAP Securities Plc where he was head of asset management
01/09/2012
Quilter has enhanced its regional expansion with the opening of a new office in North Wales.
01/09/2012
He was recently deputy chief executive and chief operating officer of Hermes Investment Management
01/09/2012
In his new role, Julian will be responsible for all investment management, pension, financial planning and banking teams in Brown Shipley’s Manchester office.
01/09/2012
Wales is becoming an increasingly important area for wealth managers
01/09/2012
joins from HSBC where he was UK Head of Commercial Wealth Management.
01/06/2012
He was previously Chief Executive Officer, HSBC North America
01/06/2012
He has been with Advent since 1994
01/06/2012
Most of the job cuts will be outside France, in the corporate and investment bank division, adds Les Echos.
01/05/2012
Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.
01/05/2012
The hire comes after Credit Suisse last year added analysts in Japan to cover autopart makers, transportation and banking.
01/05/2012
She previously worked as Vice President for the Latin America and Caribbean Region of the Bank
01/05/2012
Effective immediately, David Finley joins the firm as senior vice-president and branch manager of the Toronto flagship branch on the 53rd floor of Scotia Plaza.
01/05/2012
He joins Barclays Wealth from PricewaterhouseCoopers
01/04/2012
Mr. Krotee received a Bachelor of Science in Economics from the United States Military Academy at West Point and a Masters in Business Administration from Duke's Fuqua School of Business.
01/04/2012
The bank announced plans to invest £1 billion in retail technology and branch refurbishment over four years in July 2010.
01/04/2012
Challenge is Twofold: Keep Expenses Under Control and Recruit Stars, Especially Experts on China
01/04/2012
Mr. Pirri is responsible for selling and distributing all of Direxion's buy-and-hold alternative investment strategy products to financial advisors across all channels, including wirehouses, regional broker dealers, registered investment advisor (RIA