06/25/2012
Swiss private bank to make heavy job cuts in Europe - sources
The cuts are part of a plan announced last year to sever some 3,500 jobs throughout the bank worldwide, but the focus on core investment banking signals that corporate despair about the economy persists worldwide.
06/25/2012
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.
06/25/2012
Veatch, an insurance industry veteran with nearly two decades of experience, joins Mariner following positions with Metis Companies and Lockton Companies in Kansas City.
06/24/2012
He has held roles as a Sales Director at Pershing, eClerx, Dealogic, and TD Wealth Institutional (formerly OMX securities).
06/24/2012
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
06/24/2012
He will be responsible for certain relationships with family groups, individuals, trusts and charitable foundations.
06/21/2012
Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President
06/21/2012
The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.
06/21/2012
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.
06/21/2012
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
06/20/2012
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.
06/20/2012
HSBC have a new Senior Management Team in place to lead the Corporate, Commercial and Business Banking services provided locally.
06/20/2012
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.
06/20/2012
Mark Stadler will, subject to Regulatory approvals, be appointed Chief Executive Officer of HSBC Russia.
06/20/2012
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
He will report to Jean-Baptiste Douin, head of the private bank in France.
06/20/2012
Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.
06/20/2012
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.
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.