06/12/2012
Grant Thornton expands private client team
He also is actively involved in shaping tax legislation through his involvement with tax representative bodies such as the ICAEW, CIOT and STEP.
06/12/2012
In his new position Mr. Davis will manage the investment portfolios of a select group of private clients, leveraging both the wealth management expertise of the firm and his significant experience managing assets.
06/12/2012
Mark Pomo, who had been with Morgan Stanley Smith Barney for more than two decades, moved to UBS in late May. He managed $230 million in client assets and generated more than $600,000 in annual revenue production last year.
06/12/2012
Swiss private bank appoints veteran as CEO
The Board of Directors today appointed Vincenzo Di Pierri, 62, to be the new CEO of Valartis Bank AG, Switzerland.
06/12/2012
Gil-Tienda spent 26 of his 35 years in the industry in Asia. Joining Citibank in New York in 1977, he worked in both wholesale and retail banking in London, Brussels, Taipei, Hong Kong, Kuala Lumpur, and Madrid, and served as country manager for over 10
06/12/2012
EFG Asset Management has made two key Hong Kong-based appointments
06/12/2012
He joined Deutsche Bank in 2006 as head of private banking, from Royal Bank of Canada.
06/12/2012
Prior to joining Barclays he was a senior banker in the Private Wealth Management division of Morgan Stanley
06/12/2012
London Stock Exchange has announced changes to the LSEG Board and the Group's senior management team.
06/12/2012
He is currently Morgan Stanley's head of government relations for Europe, the Middle East and Africa, having joined the bank around six months ago
06/11/2012
Leading International Financial Centre law firm Expands With New Partners
Eleven attorneys promoted to partner across international network
06/11/2012
Prior to joining Opes Advisors he served as Senior Portfolio Manager for Morgan Stanley
06/11/2012
He moves to London from the United Arab Emirates, where he worked for Credit Suisse Private Banking.
06/08/2012
Swiss private bank appoints Spanish head
He joins from UBS Wealth Management in Madrid, where he spent eight years, having previously worked at Spanish Banco Urquijo, CNMV national financial investments authority and Arthur Andersen.
06/08/2012
Barclays expands regional wealth management team
They will both be responsible for extending the full range of Wealth and Investment Management solutions to Barclays’ clients across the Lower Gulf region.
06/08/2012
Also joining Wells Fargo with the team are client associates Jennifer Smith and Davis Walker. The team reports to Richmond market manager Rob Withers.
06/08/2012
Zimmerman currently is a litigation partner heading the pro bono practice group at Lowenstein Sandler PC. He was part of the presidential transition team preparing the Obama Administration's strategy for the Department of Housing and Urban Developmen
06/08/2012
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.
06/08/2012
He joins Vestra from Deutsche Bank
06/07/2012
LEADING Teesside firm Latimer Hinks has appointed two new partners from within its Private Client team.