04/10/2012
Stephen, who has been with Brewin Dolphin for over a year as a divisional director, officially takes over from current head of office Alec Lyell, who is retiring after 18 years, on 2 April 2012.
04/07/2012
He joins the firm from Union Bancaire Privee, where he spent 11 years and was CEO of the Qatar office and Managing Director of Dubai.
04/06/2012
Previously he worked for Coopers & Lybrand
04/06/2012
Previously, he was responsible for equity research, centralised dealing desk, call centre, customer service and product management.
04/05/2012
Rathbones boosts investment team
He joins Rathbones from Newton Investment Management where he worked for 12 years.
04/05/2012
The team provides a full range of investment and advisory services, specializing in fixed income investments for institutional and individual private clients.
04/05/2012
Brewin Dolphin has boosted its recently opened Bristol office with the hiring of two new investment managers.
04/05/2012
Oriel poaches new equities head from Cazenove
He will arrive in June to become its new head of equities.
04/04/2012
At Jefferies, he was an interest rates derivatives trader, and prior to this worked as an exotic interest rate derivatives trader at Dresdner Kleinwort.
04/03/2012
The Wealth and Investment Management division of Barclays has announced the hire of two Investment Representatives to its Los Angeles office, as it grows rapidly in the metropolitan Los Angeles region.
04/03/2012
Timon is an accomplished industry veteran, with 25 years in private banking.
04/03/2012
The panel includes Samuel Molinaro, an ex-Bear Stearns Cos. chief financial officer who joined UBS last month, and Shawn Lytle, head of money management in the Americas.
04/03/2012
Prior to Gresham, Joeng was a portfolio manager and non-marketable securities officer at Williams College Investment Office where he was responsible for managing and investing the college’s private equity and real estate/real assets portfolios.
04/03/2012
He was also a founding member of ING Asia Private Bank at its launch in 2001.
04/03/2012
a 25 year veteran of the Financial Services industry, joins the Pall Mall based outfit from Citi Quilter
04/02/2012
Prior to joining Westwood Trust, he served as Private Client Associate Advisor for First National Bank/Wealth Advisors
04/02/2012
Adviser Scott Karkenny joined RBC's Conshohocken, Pennsylvania, office in early March from Morgan Stanley Smith Barney, where he managed $165 million in client assets.
04/02/2012
He has joined the team from local accountancy firm Old Mill Financial Planners
04/02/2012
Evercore Wealth Management Boosts team
He joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families
03/30/2012
That client, who is only identified in court documents as “D.F., a professional football player” is Indianapolis Colts defense end Dwight Freeney, an official confirmed.