Managers of Wealth Offshore

HPM Partners Expands in the Midwest

HPM Partners, a nationally recognized, independent investment and wealth management firm, has opened an office in Bloomfield Hills, Michigan, its fifth in the U.S.

Mariner Wealth Advisors Enhances Insurance Consulting Team

Veatch, an insurance industry veteran with nearly two decades of experience, joins Mariner following positions with Metis Companies and Lockton Companies in Kansas City.

SEI appoints Global Wealth Services director

He has held roles as a Sales Director at Pershing, eClerx, Dealogic, and TD Wealth Institutional (formerly OMX securities).

Swiss FoHF house approves shares buy back plan; two to join Board

The Board has approved management’s proposal for the company to buy back ordinary shares in the open market initially to cover the number of shares contemplated under the acquisition of Penjing Asset Management

Ex-Barclays Wealth director joins UK wealth manager

He will be responsible for certain relationships with family groups, individuals, trusts and charitable foundations.

Sterne Agee Expands Private Client Group in Chicago

Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President

JPMorgan creates new asset management unit, reshuffles leadership

The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.

Concert Wealth Nabs Morgan Stanley Smith Barney Advisor ‎

Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.

ABN AMRO private banking announces key appointment

ABN AMRO also announced that in recognition of the increasing business and operational synergies between Asia and the Middle East, the Bank has aligned its activities in the Middle East – particularly its Dubai operations – more closely with i

Bankers’ pay expectations are 'wildly out of line’ - IMA

But a “Shareholder Spring” every year as investors revolt over pay would “not be healthy” and companies are likely to change their ways to avoid a repeat of this year’s protest votes.

HSBC Announce Series of Senior Management Appointments in Jersey

HSBC have a new Senior Management Team in place to lead the Corporate, Commercial and Business Banking services provided locally.

TD Bank Names Head of Wealth‎

He will be responsible for driving an aggressive expansion strategy for the TD Wealth business, as part of TD’s broader U.S. franchise strategy.

New CEO for HSBC Russia

Mark Stadler will, subject to Regulatory approvals, be appointed Chief Executive Officer of HSBC Russia.

JP Morgan Boosts Private Banking Team In Paris ‎

He will report to Jean-Baptiste Douin, head of the private bank in France.

JP Morgan Boosts Private Banking Team In Paris ‎

He will report to Jean-Baptiste Douin, head of the private bank in France.

Raymond James hires Morgan Stanley broker team

Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.

Bank Sarasin's independent board members to step down amid takeover

This should permit an immediate transfer of responsibility to a new Board of Directors, to be appointed at this EGM, thus ensuring that Sarasin's supervisory body can continue to function effectively in a very difficult market environment.

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.

Barclays grows in Thames Valley team

Barclays has today announced its growing strength in the Thames Valley region with the expansion of its wealth and investment management Reading office.

Bessemer names new management as Hilton to retire

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

Executive Moves