Wealth Planning

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 [...]

Bank of America Merrill Lynch named Charles-Henry Courtois as the new head for its International Trust and Wealth Structuring business in Charles-Henry Courtois, according to a report 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 [...]

Leading northern law firm Dickinson Dees LLP has enhanced its wealth management team with the arrival in York of leading private client lawyer,[private] Caroline Hedges. Caroline, one of [...]

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 [...]

LG, the business law firm, has announced that it has promoted Catharine Bell (wealth planning) and Nick Rucker (wealth planning) to the partnership. The promotions take effect from 1 May. LG is a [...]