10/04/2012
The changes, which include the formation of a single executive committee overseeing corporate and investment banking, were announced in a memo from Rich Ricci, the chief executive officer of the division.
10/03/2012
RBC Wealth Management has snapped up a three-member wealth management team from Merrill Lynch in Colorado.
10/03/2012
Janney hires Morgan Stanley Wealth Management team
“During the past several years, despite the challenging operating environment in the financial services industry, Janney has demonstrated the ability to be agile and take advantage of the right opportunities to advance our strategic plan,” sai
10/03/2012
The bank, commonly known as Scotiabank, is Canada's third-largest bank, and operates in roughly 50 countries, with the bulk of its overseas operations in Latin America.
10/03/2012
Vestra Wealth has over £2.8 billion under management and is based in London and Jersey.
10/03/2012
joins from HSBC where he held several senior positions in the private banking division In this new role, Michael will lead Coutts’ Asia, Africa and NRI teams in London.
10/02/2012
"I'm not aware of another firm that offers the same continuum of business models" to help firms as they evolve and grow."
10/02/2012
A key part of the bank’s growth strategy internationally, Coutts has developed one of the most successful Non Resident Indian (NRI) businesses globally and aims to continue being a leading provider of exceptional private banking and wealth managemen
10/02/2012
“Matt’s appointment strengthens our commitment to deliver market-leading service to our clients.
10/02/2012
Ashcourt Rowan Financial Planning has appointed two regional manager for the South East.
10/02/2012
BNY Mellon has hired five professionals to fill newly created positions in its expanding wealth management business in Southern California.
10/02/2012
Marex Hires Former UBS Investment Banker as CEO
John is a dynamic and proven leader who brings to Marex Spectron significant expertise in strategy, risk management and deep knowledge across all asset classes.
10/01/2012
Commenting on his appointment, John Paynter, non-executive chair of SLI, said that Devine brings with him a 'wealth' of experience.
10/01/2012
He joins Barclays from HSBC, London, where he was a Director in the Project & Export Finance team for eight years.
10/01/2012
Following Julius Baer’s entry, Kothari-founded DSP Financial Consultants will be three separate entities – Bank of America-Merrill Lynch (investment banking and advisory), DSP BlackRock Investment Managers (the mutual fund business) and Julius
10/01/2012
Charles Stanley boosts private client wealth division
In 2007 he joined the wealth management firm Williams de Broe, leaving following a merger of the business in August 2012.
10/01/2012
Canaccord appoints Global head of investment banking
He will be responsible for setting the strategic priorities for the Company's investment banking practice and integrating global operations to foster further cross border collaboration.
10/01/2012
The solutions offered are based on the expertise and knowledge of clients at Societe Generale Private Banking and Societe Generale Corporate & Investment Banking.
10/01/2012
Notably, the vast majority of such enquiries came from successful, financially comfortable, working individuals, Green added.
10/01/2012
He will report to private client head Peter Fernandes.