Search Results
08th October 2000 to 08th October 2010
US Expats Must Address Rising Compliance Burden
September 16, 2010
Legislation known as FACTA - a key element of new US laws designed to squeeze tax evaders - imposes new burdens on US citizens living abroad and the institutions that cover them. This publication takes another look at what is at stake.
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UBS Americas Adds Two Advisors To Florida
September 16, 2010
UBS Wealth Management Americas has appointed two new advisors to its Florida team. David Hatz and Thomas Zur step in to manage a combined $150 million in client assets.
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JP Morgan Hires In NYC, Minneapolis
September 16, 2010
JP Morgan has appointed Robin Weiss as a senior private banker in the firm's private wealth management group in its New York office. Weiss returns to JP Morgan's New York office after spending eight years as senior vice president and group head of investment banking services at NYSE Euronext.
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Equinox Capital Names New Managing Director
September 16, 2010
The alternative investment firm Equinox Capital Markets has appointed Michel Serieyssol as a managing director. Serieyssol joins the company from Societe Generale, where he served as a managing director and head of the pension solutions group.
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New Texas MD, Regional Manager At Barclays Wealth
September 16, 2010
Barclays Wealth has hired Stephen Head as managing director and regional manager for Texas. Head brings four decades of financial services experience into the firm.
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US Expats Must Address Rising Compliance Burden
September 16, 2010
Legislation known as FACTA - a key element of new US laws designed to squeeze tax evaders - imposes new burdens on US citizens living abroad and the institutions that cover them. This publication takes another look at what is at stake.
*****
UBS Americas Adds Two Advisors To Florida
September 16, 2010
UBS Wealth Management Americas has appointed two new advisors to its Florida team. David Hatz and Thomas Zur step in to manage a combined $150 million in client assets.
*****
JP Morgan Hires In NYC, Minneapolis
September 16, 2010
JP Morgan has appointed Robin Weiss as a senior private banker in the firm's private wealth management group in its New York office. Weiss returns to JP Morgan's New York office after spending eight years as senior vice president and group head of investment banking services at NYSE Euronext.
*****
Equinox Capital Names New Managing Director
September 16, 2010
The alternative investment firm Equinox Capital Markets has appointed Michel Serieyssol as a managing director. Serieyssol joins the company from Societe Generale, where he served as a managing director and head of the pension solutions group.
*****
New Texas MD, Regional Manager At Barclays Wealth
September 16, 2010
Barclays Wealth has hired Stephen Head as managing director and regional manager for Texas. Head brings four decades of financial services experience into the firm.
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Germany Investigates As More Stolen Bank Data Emerges
Swiss bank data is again on offer for sale in Germany, according to new reports. German authorities in the state of Baden-Wuerttemberg are examining tax information offered by an informant detailing what may be illicit funds held in Swiss accounts.
Ilya Timofeyev
August 24, 2009
Novelty Appeal Keeps Producing New Wealth Players
So far, it seems, there is plenty of appetite among certain professionals to strike out on their own. High-profile UK banking analyst at Collins Stewart, Terry Smith, is reported to be planning his own asset management business for retail.
Tom Burroughes
August 24, 2009
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