03/14/2012
Liechtenstein-based boutique poaches Barclays Wealth Expat team head
He started in his newly created role this month as executive director and senior relationship manager after leaving the UK bank in December.
03/14/2012
He was previously head of international private banking for Bank of China.
03/14/2012
started her career in banking with Dresdner Kleinwort Benson.
03/13/2012
Prior to joining Baird, Stevanovic held a variety of management positions with Morgan Stanley Smith Barney in the Northeast, including New York, Massachusetts and Maine.
03/13/2012
A graduate of the Paris Institut d'Études Politiques (Sciences Po) and a qualified financial analyst (CEFA), Béatrice Belorgey began her career at BNP Paribas in 1986 as a credit analyst with the Bank's Paris Regional Department.
03/12/2012
Surguy is thought to have managed over £2 billion in a range of client funds, including the DB PWM Capital Growth and the Maximum Growth Portfolios.
03/12/2012
Ricken, a German, is considered as Neske's right hand will focus on Postbank's integration, Der Spiegel says, adding that thus only two positions remain open in expanded management.
03/12/2012
Andrew Morris, managing director at Signature said: “Alan’s previous senior roles have seen him build, develop and grow a number of successful financial services businesses.”
03/09/2012
Prior to joining he served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University
03/09/2012
BofA names Asia-Pacific president
BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.
03/09/2012
UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.
03/08/2012
Bell is currently on gardening leave and will start his new job in June, the people said, reporting to joint heads of European investment banking Dominic Lester and Peter Bacchus, and John Huwiler, global head of M&A.
03/08/2012
In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.
03/08/2012
The push makes the company a big competitor for the same top advisers coveted by Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG .
03/08/2012
For Condron, the move to Morgan Stanley Smith Barney is a return to his roots at Salomon Smith Barney, where he started in the late 1990s.
03/08/2012
Standard Chartered’s SME Banking business delivered income growth of 14 per cent year-on-year for 2011, and lending to SMEs was up nine per cent year-on-year to $19.2 billion as the bank continues to support economic growth and development across it
03/08/2012
Base pay increases in the world’s financial services sector continue to be markedly different depending on region, according to new data issued by Mercer.
03/08/2012
Barclays Wealth has boosted its Cardiff team with the appointment of former Coutts head
03/08/2012
Schroders insists the move is not punishment for under-performance or because investors are departing.
03/08/2012
The bank has announced two senior appointments in its Asia Pacific Equity Research team, reflecting the Bank’s continued commitment to providing its clients with the very best insight and ideas.