09/24/2012
Northern Trust adds to wealth management leadership team
25-year industry veteran named Managing Director of Development for the Northeast Region
09/24/2012
25-year industry veteran named Managing Director of Development for the Northeast Region
09/24/2012
Former Schroders manager joins wealth manager’s asset management arm.
09/24/2012
Nomura Holdings Inc. is reorganizing its global finance team in Asia outside of Japan, according to an internal memo, as Chief Executive Officer Koji Nagai pursues his overhaul of the country’s biggest brokerage.
09/24/2012
Head of wealth planning for the EMEA region at Merrill Lynch, joins Lombard International Assurance S.A. to lead its UK-based team and develop its relationship with the UK private banking market.
09/24/2012
The General Manger will bring together all components of the business and enhance connectivity with our UK and Swiss hubs. Currently based in London as Chief of Staff for the Wealth Division,
09/23/2012
In 2011, M&T Bank acquired Wilmington Trust, one of the nation's premier wealth management companies, founded in 1903 by T. Coleman DuPont. M&T Bank merged its own investment management arm into Wilmington Trust to create a comprehensive weal
09/23/2012
Jane ran her own matrimonial practice at TQ Solicitors before joining Neil Myerson LLP and has significant experience in handling complex financial arrangements and contested children applications following relationship breakdown.
09/23/2012
Forsyth described her new role as a “great opportunity” and said she wanted to expand her specialism in the Alternative Investment Market (Aim).
09/23/2012
Gulliver left Edinburgh-based RBS three months ago after eight years with the bank.
09/23/2012
He joins from PensionsFirst where he was assistant vice president of marketing.
09/23/2012
His previous roles have involved managing private client and charity portfolios and undertaking investment research. He was formerly at Adam & Company where he trained as an Investment Manager before joining Maunby Investment Management in 2008.
09/23/2012
She brings with her nearly a decade of experience in segments of financial-services and estate-planning strategy.
09/23/2012
PeterPaul Pardi, who became BNY Mellon Asset Management's global head of distribution in April, will absorb Mearns' responsibilities, which principally cover Europe.
09/20/2012
In 2010, she authored the book, Does this Make My Assets Look Fat? - A Women's Guide to Finding Financial Empowerment and Success (St. Martin's Press).
09/20/2012
She has 22 years of insurance industry experience as a broker, high net worth client advisor, and underwriter.
09/20/2012
He will lead the future development of the global trustee and fiduciary proposition across all HSS locations amid an environment which will be significantly impacted by the implementation of both European and global regulation.
09/20/2012
They both join the Americas desk, and report to Martin Heale, who was appointed Head of Americas in July 2011.
09/20/2012
Barclays has boosted its Ipswich office with the appointment of two from HSBC and Killik, giving the bank a 24-strong team in East Anglia.
09/19/2012
His appointment further strengthens our presence and success in the U.K."
09/19/2012
"His track record and experience in UK real estate and fund management makes him an excellent fit into our existing UK capabilities.”