09/05/2012
RBC Wealth adds veteran Merrill Lynch broker team
The firm also recently added a veteran team of advisers from Wells Fargo Advisors in Newport Beach, California.
09/05/2012
The firm also recently added a veteran team of advisers from Wells Fargo Advisors in Newport Beach, California.
09/05/2012
In a statement the company said Botherway had resigned from his role as GM Invesment Management as of the end of September.
09/05/2012
The cuts are part of the German bank's plan, announced in July, to trim 1,900 positions globally, the person said.
09/05/2012
Investec Wealth & Investment has announced that the transfer of Williams de Broë employees and client accounts has taken place successfully and the businesses have now been combined under the single brand of Investec Wealth & Investment.
09/04/2012
The two teams, which moved on Friday, managed nearly $800 million in client assets at Merrill Lynch, the brokerage owned by Bank of America.
09/04/2012
The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon.
09/04/2012
"We went through a reorganization not too long ago where we separated project management from analytics, and we identified these three areas as critical to advisor success," said Tom Nally, president, TD Ameritrade Institutional.
09/04/2012
In this newly created position, Proctor will report to Seth Finkel, managing director of Neuberger Berman Wealth Management.
09/04/2012
She was Executive Director in Global Wealth Management Private Equity at UBS
09/04/2012
This expansion is part of the Group's unchanged growth strategy and sets a clear signal for its home market of Switzerland.
09/04/2012
Barclays also hires five-person team from Morgan Stanley Smith Barney including Wayne Chrebet, a former New York Jets player
09/04/2012
She will be based in Singapore and will report to Andrew Turczyniak, Head of RBC Wealth Management - Asia.
09/03/2012
Hong Kong-based arm of the Swiss bank beefs up its Asia risk management capability
09/03/2012
The appointment of de Rosnay, who has held a number of senior investment banking positions in London, is expected to be announced on Tuesday, the WSJ said in an article published on its website.
09/03/2012
In this new role, Rogier will be responsible for developing Pioneer Investments’ relationships and business with Wholesale clients in the Netherlands.
09/03/2012
Group plans to build out emerging markets business.
09/03/2012
Prior to joining Barclays he was a Managing Director at JHX Management
09/03/2012
He has worked 31 years within financial services, mostly recently as a regional director with Prudential and before that in a similar role with Barclays Financial Planning.
09/02/2012
Almost a third of UK-based investment bankers would rather work in Singapore, according to a recent survey by recruitment firm Astbury Marsden.
09/02/2012
Barclays today announced further recruitment to its Corporate & Employer Solutions (C&ES) business as it continues to build its capabilities to meet the employee benefit, corporate protection and rewards and incentive needs of its entrepreneur, SM