06/06/2012
Guardian Wealth appoints new MD:
Guardian Wealth Management is pleased to announce the appointment of Marlene Shalton as Managing Director of Financial Planning Practice from 1st September 2012 as part of its expansion plans in the UK.
06/06/2012
Plan B invests in HNW client growth
He made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.
06/05/2012
He was formerly Swiss Rock’s head of customer service for private clients and family offices
06/05/2012
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and
06/05/2012
Citi appoints new head of consultant relations team
The North America group that he now oversees is part of a global coverage team that includes consultant relations support for Europe, Middle East and Africa.
05/31/2012
The appointment comes amid Scotiabank's plans to expand its wealth operations abroad, particularly in areas such as Mexico, Chile, Peru and Asia, where it could leverage a strong banking presence.
05/31/2012
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
He joins Barclays from Goldman Sachs where he was Executive Director, managing a team of bankers responsible for serving Hong Kong ultra high net worth clients.
05/31/2012
He joins from Clariden Leu
05/31/2012
She will report to Towry head of client proposition David Middleton.
05/31/2012
Both appointments are subject to regulatory approval, the people said.
05/30/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/29/2012
Leading fiduciary services provider appoints CEO for Switzerland
He has a distinguished track record in delivering trust solutions, having worked with Credit Suisse for 23 years.
05/28/2012
"Steve has had a long and prestigious banking career at Gibraltar Private and we wish him all the best in his future endeavors beyond," said Adolfo Henriques.
05/28/2012
Ken Fisher's investment firm hiring across range of levels
05/28/2012
Prior to joining SEI he spent the majority of his career at Barclays Capital, latterly as head of U.K. and Ireland Pension Origination.
05/25/2012
SEI appoints former Close exec as relationship director
She will be responsible for maintaining and growing strategic partnerships between SEI and its clients, leading implementation of the GWS solution within the client's business and supporting the GWS sales team.
05/25/2012
There are changes taking place at Bank Privée Edmund de Rothschild.
05/24/2012
Northern Trust appoints Middle East head
Working with regional management, and drawing on Northern Trust's asset servicing, asset management and wealth management expertise serving institutional asset owners, asset managers and family office clients, Woldt will lead expansion in the Middle