12/06/2011
Wealth boutique reaches 200 advisor milestone
Firm Recruits 80 Advisors in Record Succession
Executive Moves
12/01/2011
Wealth firm continues expansion with latest hire
A financial services industry veteran with more than two decades of experience he joins Fidelity Investments
12/01/2011
Wealth firm appoint president and COO
Mr. Lame described the move as the right one for clients and shareholders: "As our board looked at the best way for us to manage the volatile economic times for our clients, it became apparent that more of my day to day role needed to focus on invest
11/30/2011
Rothschild’s executive vice chairman for Southeast Asia to leave
She set up Rothschild’s Indonesia office in 1997 and was appointed Singapore-based head of Southeast Asia investment banking in 2006.
11/29/2011
BNY Mellon Wealth hires regional director in Boston
Weeks will oversee 10 private bankers who work directly with clients throughout New England.
11/24/2011
Top Aussie financial firm rolls out new management structure
Along with executive hires, the company debuts two new divisions
11/24/2011
Tata Sons appoints billionaire Pallonji Mistry's son as deputy chairman
Cyrus, 43, who will be the second non-Tata to head the group, is the younger son of billionaire construction magnate Pallonji Mistry, an Irish citizen, whose 18.4% stake in Tata Sons makes him its biggest shareholder .
11/22/2011
US brokerage firm rolls out team expansion measure
US brokerage firm rolls out team expansion measure
11/22/2011
Top law firm appoints two new group heads
Top law firm appoints two new group heads
11/22/2011
Full-service financial services firm expands private client team
Full-service financial services firm expands private client team
11/18/2011
Maitland expands private client legal team
Maitland expands private client legal team
11/18/2011
Global law firm adds leading attorneys to private client practice
The appointments would help the firm maintain its lead managing trusts, estates, and assets of individuals and families in the U.S. and abroad
11/17/2011
Global banking giant rolls out hundreds of jobs cuts in New York
The move comes after the lender filed notice with the New York State Department of Labor earlier this week
11/17/2011
US private bank continues wealth mgmt expansion with most recent hire
First Republic Bank taps an investment professional with more than 25 years of experience
11/14/2011
London-based wealth management company to axe 140 broking staff
The job-cut is part of the company's cost-cutting measure
11/14/2011
Beleaguered Swiss banking giant to name new chief
The management shuffle comes at the wake of the high-profile alleged rogue trading scandal
11/11/2011
Coutts appoints new CFO from Lloyds
She joins from Lloyds Banking Group where she was Finance Director of the Corporate Banking Division.
11/11/2011
UBS India head resigns
The move is the high-profile exit from the Swiss bank in the world's second-fastest growing major country
11/10/2011
Adviser hiring blitz at Macquarie Private Wealth
Macquarie Private Wealth has bolstered its financial advice team with the appointment of 19 new advisers across six of its state offices in the past six months.
11/10/2011
UBS names new India CEO
He will take charge with immediate effect, the people said declining to be identified because they aren’t authorized to speak to the media.