06/20/2012
BNY Mellon Hires Director for Wealth Unit
He will lead BNY Mellon Wealth Management’s investment strategy committee, setting asset allocations and making investment recommendations for client portfolios, the New York-based company said today in a statement.
06/19/2012
Barclays has today announced its growing strength in the Thames Valley region with the expansion of its wealth and investment management Reading office.
06/19/2012
Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg
06/19/2012
He will also oversee Rothschild's wealth management and trust business in the region.
06/19/2012
"We are keen to build our advisory team, but only with dedicated advisers who want to make a difference to our clients' lives.
06/19/2012
Lombard International Assurance Adds To Private Banking Team
His last role at Aegon was as business development director of private wealth management.
06/19/2012
Former Central Bank Governor of Brazil to Support KKR's Business Development
06/19/2012
He has been with Veritas since 2009 when he joined as institutional sales director.
06/19/2012
St James’s Place co-founder Mike Wilson is among the financial services names recognised as part of the Queen’s birthday honours list.
06/18/2012
Guerraz currently works as a client relationship management and sales director at UBS in Switzerland.
06/18/2012
Wylie will not be replaced, the source said, and the bank's Asia debt capital markets operation will report directly to Joseph Chee, head of global capital markets in Asia.
06/18/2012
He is also credited for building the bank's exchange-traded derivatives execution and clearing business.
06/18/2012
He will be based in Mirabaud’s London office and lead a three member team on the fund.
06/15/2012
He previously held the same position as well as the title of global head of equity risk at Deutsche Bank, will take on the role formerly held by Jason Barron, who will become UBS's global head of financing services.
06/15/2012
He said that education of Islamic banking and finance is immediately needed internationally. At this time, 38 universities in the world are producing approximately 5000 graduates of Islamic banking and finance per annum, whereas relatively its demand is 1
06/15/2012
McGowan's chief responsibility will be to help ensure that KPMG addresses the varied tax needs of its member firms' clients using the latest technology.
06/15/2012
Old Mutual's Wealth Management business comprises: Skandia UK; Skandia International; the European businesses; and the newly combined Skandia Investment Group/Old Mutual Asset Managers (UK).
06/15/2012
The former head of UBS Global Asset Management’s business in the UK and Ireland has joined one of the UK’s oldest independent trustee firms in the role of director.
06/15/2012
BNP Paribas Wealth Management has announced seven senior appointments as part of its growth plan for the Asia-Pacific region.
06/14/2012
Advisers Robert Powell, Walter Urban and Tyler Mercer moved to Raymond James in Mt. Laurel, New Jersey, from Morgan Stanley Smith Barney, where they managed $187 million in client assets and generated $1.45 million in annual revenue production last year.