09/11/2012
JPMorgan Private bank appoints head of wealth advisory in Spain
Prior to joining he was branch manager of Merrill Lynch in Spain and Portugal.
09/11/2012
She will report to Nancy Curtin , chief investment officer and head of bespoke investment management at the firm.
09/11/2012
He has more than 20 years’ experience in fund management and is a recognised expert in private and institutional management.
09/10/2012
He joined Abbot Downing, the newly branded ultra-high-net-worth wealth management unit Wells launched in April after combining its family wealth unit and Lowry Hill boutique subsidiary.
09/10/2012
She fills a void at the firm following the departure of previous private banking head Richard Dunn, who quit at the end of 2011 to join Metro Bank.
09/10/2012
She most recently served as a vice president of US Bank’s Private Client Reserve.
09/10/2012
He joined RBC’s trust operation in the Bahamas in 2002, before assuming his most recent role of Trust Director in based in Jersey in 2006.
09/09/2012
He will be taking a career break, and leaves the group’s Chifley Tower offices at the end of September.
09/09/2012
Swiss private bank boosts Philippines team
The moves come as investment banks such as Rothschild, Goldman Sachs and Citigroup look to beef up Southeast Asia, which has been a busy market for deals this year.
09/09/2012
Coutts appoints Head of Real Estate
He joins Coutts from Mosaic
09/06/2012
Romeih helped build out the CMTS business
09/06/2012
Former Rothschild head of M&A Financial Institutions Europe joins Intesa Sanpaolo
Intesa Sanpaolo has announced that three new professionals with significant international experience are to join the staff of Enrico Cucchiani, Managing Director and CEO.
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
Appointments as Investec Wealth & Investment integrates Williams de Broë
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.