05/01/2012
Mr. Tuttle has over 20 years of experience leading both sales and product management teams in the wealth arena, primarily in South Carolina. He was most recently an executive vice president and head of Palmetto Bank's Trust and Investment Group, base
05/01/2012
Dion appoints new European Sales Director
He has more than 18 years’ experience in international sales and boasts a well-developed network of contacts across Dion’s key markets.
05/01/2012
Piguet also proposed Thomas W. Paulsen, BCV’s chief financial officer, for the board, it said in an e-mailed statement today.
05/01/2012
Coutts hires Credit Suisse wealth planning head
He joins the private bank’s London office in the newly-created role to oversee the growth of tax and wealth structuring across UK, Asia and Switzerland.
05/01/2012
Ex-Icap equities chief joins WH Ireland
His most recent position was head of equities at stockbroker Oriel Securities and prior to this he led Icap's global equities brokerage team.
04/30/2012
As president, Alexander will be chairman of the executive committee and oversee ongoing operations of the company.
04/30/2012
Karel De Boeck, who took over as the head of Fortis at the height of the credit crunch in late 2008, after the group was split up and partially sold to France's BNP Paribas, will be appointed to the board of directors as early as next week, De Morgen
04/30/2012
Barclays’ wealth opens new Swiss office
The wealth and investment management division of Barclays today announced a significant strategic step forward with the expansion of its Swiss presence
04/30/2012
Adam & Company boosts top team
His move sees him re-join the private bank which has a strong Scotland presence, since he previously spent eight years working as a senior manager in London’s King Street office.
04/30/2012
Brown Brothers Harriman boosts Charlotte Wealth Management office
Prior to joining BBH he worked in business development for Afton Capital Management.
04/27/2012
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.
04/27/2012
Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.
04/27/2012
Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller
04/27/2012
He joined the bank in 2001 and has served as CIO of Credit Suisse since 2008.
04/27/2012
He replaces Beate Trück, who will now focus on doing consultancy work.
04/27/2012
The Swiss job losses are within plans announced last year to reduce headcount by about 10 percent.
04/27/2012
The move is part of an ongoing cost-cutting drive, combining the units for payments and fixed income transactions previously housed in the investment banking and private banking divisions.
04/26/2012
Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.
04/26/2012
Macquarie announced the appointment of Philbrick to head the new branch.
04/26/2012
Fidelity Investment's former deputy general counsel joins expanding Boston practice