wealth managers

UBS AG has announced that Jakob Stott has been named its Head UBS Wealth Management Europe. Jakob Stott, 55, assumes overall responsibility for UBS’s onshore wealth management business in [...]

Wilmington Trust, one of the USA’s leading wealth management firms, announced that [private] Linda L. Bourn has been hired as a managing director in its Wealth Advisory Services (WAS) business to [...]

Iron Capital Holdings, a venture focused private equity services firm, has announced the launch of Iron Capital Wealth Management, a new division that will offer financial advisory services to [...]

Lazard Wealth Management, a subsidiary of Lazard Ltd (NYSE: LAZ) has announced that [private]Sharon L. Klein has joined the firm as a Managing Director and Head of Wealth Advisory, effective [...]

Citi has announced the appointment of Mike Corbat as Chief Executive Officer of its Global Wealth Management unit (GWM). Sallie Krawcheck has decided to leave Citi to pursue other opportunities [...]

Barclays Wealth has announced the appointment of Jonathan Burt as a Senior Wealth Adviser in its Wealth Advisory team. Mr Burt will report to Jeremy Arnold, Head of the Wealth Advisory business. [...]

Friedman LLP has announced that Schwartzbard & Goldman has merged with the firm, adding experienced tax advisors and wealth management expertise. Michael Goldman comes to Friedman as a tax [...]

Sand Aire, the London based multi-client family office specialising in strategic wealth management, has hired Simon Paul as a Director. Simon joined in May 2007 and is responsible for client [...]

The Royal Bank of Canada’s Private Client division has opened a new tax department in London. The new office will be run by Louise Somerset who is a director of RBC Private Client. Ms [...]

Geller Family Office Services LLC, a wealth management advisor based in New York, has announced the appointment of James A. Jacaruso, Jr. as tax director. His responsibilities include helping to [...]