06/08/2012
Zimmerman currently is a litigation partner heading the pro bono practice group at Lowenstein Sandler PC. He was part of the presidential transition team preparing the Obama Administration's strategy for the Department of Housing and Urban Developmen
06/08/2012
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.
06/08/2012
He joins Vestra from Deutsche Bank
06/07/2012
LEADING Teesside firm Latimer Hinks has appointed two new partners from within its Private Client team.
06/07/2012
He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.
06/06/2012
Guardian Wealth appoints new MD:
Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.
06/06/2012
Plan B invests in HNW client growth
He made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.
06/05/2012
He was formerly Swiss Rock’s head of customer service for private clients and family offices
06/05/2012
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and
06/05/2012
Citi appoints new head of consultant relations team
The North America group that he now oversees is part of a global coverage team that includes consultant relations support for Europe, Middle East and Africa.
05/31/2012
The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.
05/31/2012
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.
05/31/2012
He joins from Clariden Leu
05/31/2012
She will report to Towry head of client proposition David Middleton.
05/31/2012
Both appointments are subject to regulatory approval, the people said.
05/30/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/29/2012
Leading fiduciary services provider appoints CEO for Switzerland
He has a distinguished track record in delivering trust solutions, having worked with Credit Suisse for 23 years.
05/28/2012
"Steve has had a long and prestigious banking career at Gibraltar Private and we wish him all the best in his future endeavors beyond," said Adolfo Henriques.