Fieldpoint Private Bank & Trust has named John Palazzetti as the company’s Director of Private Banking & Advisory, who also will serve as President of the institution’s Fieldpoint Private Securities. According to the firm, Mr. Palazzetti will oversee the firm’s [...]
Credit Suisse was named the “Best Wealth Management House 2011″ by Euromoney magazine, a leading publication for the global banking and capital markets. In addition, Credit Suisse received 11 regional and country awards, including “Best Bank in Switzerland.” The honors are [...]
Barclays Wealth has announce the appointment of Hans Olsen as a Managing Director and Head of Americas Investment Strategy. In this newly created role, Mr. Olsen will help develop the firm’s strategic and tactical asset allocation and will manage the Investment Strategy [...]
Barclays Wealth announced today the appointment of Andrew Tailby-Faulkes as a Managing Director within its Wealth Advisory business. Andrew will report to Rob Withecombe, Head of Wealth Advisory, when he joins in September, and will work closely with Jonathan Burt, [...]
Alexandra & James Co., LLC has announced that Michelle Smith, co- founder and Managing Partner of Alexandra & James Advisory Services and Family Wealth Management has been named one of the top 50 women in wealth management by Advisor One [...]
Conyers Dill & Pearman has announced the continued commitment to the development of its Trust & Private Client practice with the hire of Blair L. Botsford in Bermuda. Blair brings extensive expertise in estate planning and administration, trusts, incapacity planning [...]
HSBC Global Asset Management (USA) Inc. (HSBC) today announced the appointment of Deborah Hazell as Regional Head of HSBC Global Asset Management, North America. Based in New York City and reporting to Kevin Martin, Head of Retail Banking and Wealth [...]
SunTrust Banks, Inc., announced today that Ernest N. Dawal has joined the Company as Chief Investment Officer for its Private Wealth Management and Institutional Investment Solutions lines of business. In this newly created role, he will oversee investment strategy for all business [...]
BNY Mellon, a global leader in investment management and investment services, has completed its acquisition of Chicago-based Talon Asset Management’s wealth management operations, and has named Managing Director Michael DiMedio regional president of the wealth manager’s first Chicago office. The acquisition of Talon’s wealth management [...]
