Managers of Wealth Offshore

RBC Wealth adds veteran Morgan Stanley broker

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.

Barclays bolsters Bournemouth office with new Wealth Advisory hire

He has joined the team from local accountancy firm Old Mill Financial Planners

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

Sacked! Former BofA-ML Advisor Accused of Fleecing NFL Star Dwight Freeney

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.

Wunderlich Securities Expands Its Private Client Group in Houston

For more than 40 years, Lynn Houston provided his clients customized financial strategies to help them achieve their life goals.

European Private-Equity Chief To Leave China Wealth Fund

A top private-equity executive at China Investment Corp. has resigned, according to people familiar with the matter, joining other recent departures from the giant sovereign-wealth fund.

UBS's Kaushik Amin Among Americas Executives Said to Leave Firm

UBS AG's Kaushik Amin was among at least four executives to leave the investment bank's operations in the Americas, said two people familiar with the matter.

UBS names more regional investment chiefs

Their objective is to devise investment ideas at a time of low interest rates and turbulent markets, while building confidence among clients, Friedman said in an interview in Zurich yesterday.

Swiss private bank looses emerging markets syndicate head

At UBS he transferred from Hong Kong, where he also headed the Asian syndicate desk, to London in May 2010 to run the global EM effort.

Hiscox bolsters APC division ‎

As Head of Motor, Steve Morse will take on overall responsibility for Hiscox's high value motor line, working closely with brokers to identify areas of growth and developing opportunities through schemes and MGA channels.

Morgan Stanley hires $800 mn UBS adviser team

They generated roughly $6 million in revenue last year.

The Hartford offers wealth chief $2M to stay

The bonus would be on top of Levenson's compensation and benefits package already in place with The Hartford, the filing said.

Another Breakaway Merrill Advisor Heads to HighTower

He will develop and implement advanced planning strategies for clients, including preservation of capital, tax minimization and lifetime cash flow needs.

Olympics director joins Ashcourt Rowan board

He will take on his new role from April.

Edmond de Rothschild Group announces board changes

Christophe de Backer, Chairman of the Executive Committee of Banque Privée Edmond de Rothschild S.A. in Geneva (as of 26 April 2012) has been appointed Director and General Manager of Compagnie Financière Saint-Honoré in Paris (as of

UBS names MENA Investment Banking head

UBS has named it's head of its Middle East, North Africa (MENA) investment banking department, a source familiar with the matter said.

Margaret Cole on greed and bad bosses

In fact, Ms Cole looks like the cat that got the cream. We meet in a tiny room at the Financial Services Authority's offices at Canary Wharf and she's looking tanned and fit after a holiday in Thailand.

ClearView Wealth expands team

Their charter will be to promote ClearView's life advice and wealth product suites launched in December 2011 to independent financial advisers (IFAs).

Close AM relationship head and CFO to depart

The exact reasons for their departures are not known, although a spokesperson said they were leaving to pursue ‘alternative opportunities’.

Citi India appoints Private Banking head

He was the Head of Retail Branch Banking business in India where he ran Citi’s network of 42 branches spanning across 30 cities and was responsible for Commercial Banking and Wealth Management distribution business originating from the Bank’s

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