11/15/2012
Jefferies poaches from Credit Suisse for wealth unit
Credit Suisse has been a major source of its hiring.
11/15/2012
Credit Suisse has been a major source of its hiring.
11/15/2012
The brokers, who in total managed more than $2 billion in client assets at their old firms, came from the U.S. brokerages of Morgan Stanley, Bank of America, UBS AG, Royal Bank of Canada, Stifel Financial Corp and Wedbush Morgan.
11/14/2012
London-based Walker confirmed by e-mail yesterday that he had been let go as part of the bank’s restructuring.
11/14/2012
Non-Executive Director to provide guidance for growth in times of change.
11/14/2012
Really it’s about helping advisors to understand what’s going on
11/14/2012
Wells Fargo & Co said on Wednesday that it added four adviser practices
11/14/2012
Four legacy Smith Barney advisors with a combined $500 million in assets and $3.2 million in production have joined RBC Wealth Management.
11/14/2012
Old Mutual Wealth was created when Skandia UK, Skandia International and the Skandia European businesses outside of the Nordic region merged in September.
11/13/2012
He will report to Danny Ludeman, chief executive of Wells Fargo Advisors
11/13/2012
He spent four years as head of advisor solutions at London & Capital Asset Management.spent four years as head of advisor solutions at London & Capital Asset Management.
11/13/2012
The move is designed to integrate the F&C high yield and Thames River credit teams, which are run along very different philosophies.
11/12/2012
She joins Barclays as a Private Banker from Towry Law
11/12/2012
He has been replaced by Sam Console and Peter Bye
11/11/2012
London & Capital established its ‘Adviser Solutions’ division more than two years ago
11/11/2012
Mr Croft began his career in the investment industry in 1982 with Standard and Poor’s
11/11/2012
"I am pleased to welcome Richard to the WH Ireland Board as Head of Private Wealth Management. Richard's recent share purchases and option hurdles underline his ambitions for the firm."
11/11/2012
Bristol-based wealth manager says latest recruitment is “further evidence” of the appeal of client investment proposition.
11/11/2012
South African-owned group Momentum GIM is to spearhead growth in the UK with the creation of a UK advisory board to scout potential opportunities.
11/11/2012
The growing footprint brings the number of UBS state-based advisers to 12, with the firm looking to double that number in the coming year as it targets high net worth individuals.
11/11/2012
She joins the firm as a private wealth director