10/28/2012
Credit Suisse Group AG’s Bob Jain will step down after almost four years as head of the stocks business to oversee in-house hedge funds in the money-management division, two people with knowledge of the decision said.
10/28/2012
Barclays has bolstered its wealth and investment management offering in Essex with a new appointment.
10/25/2012
BNY Mellon adds to New York wealth management team
Brings Nearly 30 Years of Experience to the Tri-State Private Banking Group
10/25/2012
Most of the team members worked together for the past 10 years at HSBC Bank USA in Carle Place, Long Island, N.Y.
10/24/2012
McKay joins fellow product managers
10/24/2012
The purge of Barclays' top management under its new chief executive has continued with the departure of the bank's group human resources director.
10/24/2012
Appointment Extends the Firm's Leadership and Expertise in Managing Private Client Portfolios
10/24/2012
The group head of private banking, will take direct responsibility for running the UK business from London.
10/24/2012
One of my key drivers for coming over to Abbot Downing is the boutique
10/24/2012
RSM Tenon's 63 private-client advisers will have on average 100 clients each following this reduction, with the remainder (from 13,000) being serviced by the company's execution-only service.
10/23/2012
She joins from EFG Bank in Hong Kong
10/23/2012
He has worked in the role since September 2007.
10/23/2012
Mirabaud Asset Management continues to expand its sales and marketing activities.
10/22/2012
He is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.
10/22/2012
Merrill Lynch Wealth Management has snapped up a Morgan Stanley advisor team managing about $2.5 billion in client assets to its Private Banking and Investments Group.
10/21/2012
He is currently KPMG’s head of government in the UK, a role he will keep on.
10/21/2012
Each will report to Annabel Bosman.
10/21/2012
Senior UBS banker shifts focus to wealth management
A senior UBS AG banker is shifting focus to wealth management
10/20/2012
UBS is to cut 3,000-5,000 jobs as part of cost-saving measures to offset falling profit, while rival Swiss bank Credit Suisse may announce 1,000-2,000 cuts, Der Sonntag newspaper reported.
10/18/2012
UBS is considering cuts in equities and fixed income as it trims its merger advisory staff