09/17/2013
Business ownership at all ages is thriving as a new generation of young entrepreneurs inherits family wealth, including many of the businesses created by baby boomers
09/17/2013
Deutsche Bank AG,hired three advisers from Bank of America Corp. for affluent individuals and families in the U.S.
09/16/2013
HighTower Advisors, an independent adviser-owned firm that has grown by hiring away from top U.S. brokerages
09/16/2013
RBC Wealth lands adviser from Raymond James
He generated about $1.1 million in annual revenue production
09/16/2013
The Solutions team will also support financial institutions in addressing the growing need to anticipate, react and capitalise on continued regulatory change
09/16/2013
She will oversee all areas of the firm’s financial operations and accounting.
09/15/2013
SunGard boosts wealth and retirement administration business
He has been named executive vice president and general manager of advisory and investment services for SunGard’s wealth and retirement administration business.
09/15/2013
She will assume responsibility for the US bank’s marketing and comms across the region
09/15/2013
joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank and one of the nation's leading integrated wealth management and independent investment advisory firms for high-net-worth individuals and families.
09/12/2013
The bank is undergoing a major cost-cutting overhaul.
09/12/2013
Baker Boyer Bank in Walla Walla, Wash., has promoted its wealth management division manager to president and chief investment officer.
09/10/2013
He previously worked at Bear Stearns Cos. and JPMorgan Chase & Co., the records show.
09/10/2013
Polygon Global Partners has hired Doug Ross to lead the $10 billion multi-asset manager’s North American business development efforts.
09/10/2013
Della Sala brings more than 25 years of transaction banking experience with extensive knowledge of global corporate trust, entity management, and hedge fund administration.
09/09/2013
Nicholas Smithie to join EGA as Chief Investment Strategist; Marc Zeitoun has joined the firm as Chief Product and Marketing Officer
09/09/2013
He is responsible for providing investment advisory services to the firm's institutional and high-net-worth clients.
09/09/2013
He joins a growing team of advisory professionals covering the sector globally.
09/08/2013
He has been named a partner at Finisterre Capital, the USD1.6bn long/short emerging market total return specialist.
09/08/2013
Merrill generally requires its private banking clients to have investable assets of at least $5 million.
09/08/2013
Cross will play a key role in helping develop new relationships with our clients and creating new business opportunities for the firm.