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Featured Employer

ABN AMRO begun a new future with the consortium of Fortis, RBS and Santander in October 2007. The combination of consortium businesses with ABN AMRO will result in an enhanced market presenc...   more>>

Jobs

Showing results 1 - 11 of 11 Found in 0.01secs

Private Banker - Manchester

PERMANENT - United Kingdom - competitive
Global wealth manager seek an experienced senior Private Banker to join their Manchester operation. The UK Private Banking team offers bespoke banking and investment solutions to affluent and high more >>

Private Bank Executive

PERMANENT - London - competitive
Global wealth manager seek candidates to join a support team of Private Bankers and Investment Managers You will be required to provide exceptional service to our clients in executing their reques more >>

PRIVATE BANKING EXECUTIVE

PERMANENT - London
A leading Global Wealth Manager seeks a Private Banking Executive to join their Birmingham office to provide exceptional service to their High Net Worth clients. Roles/Responsibilities: You will more >>

Private Wealth Financial Planner

PERMANENT - London - competitive
A Global Wealth Manager are seeking experienced Financial Planners at various levels to join a dynamic and forward thinking team and organisation. To be considered for these roles you will have c more >>

Head Of Premium Banking

PERMANENT - London - £60,000 to £80,000
A leading International Private Bank is looking to recruit a Head of Premium Banking. The role is required to service the premium banking customer base to a high standard with emphasis on the opportunities available to develop new business according to agreed targets. It is essential that this opportunity requires a candidate who speaks FLUENT Arabic. responsibilities include: * To manage a small team in London. * Accountable for proactive client service, client advocacy, transition more >>

CFA II Private Wealth Product Specialist

PERMANENT - London
Our Client is a global top-tier Investment Management House whose reputation is based on their independent and innovative perspective on Fund Management They are currently recruiting in their London office; for a Private Client product specialist and relationship manager. more >>

Private Bank Executive - Birmingham

PERMANENT - United Kingdom - competitive
A leading global wealth manager seek a Private Banking Executive to join their team based in Birmingham,to provide exceptional service to clients in executing their requests and instructions and throu more >>

Director, Private Banking - Abu Dhabi

PERMANENT - Asia Pacific - Uncapped Bonus
A market leader globally within Private Banking, my client are looking to hire a senior Private Banker to join their MENA Private Banking team. The team is made up of highly successful senior level PR more >>

Investment counselor

PERMANENT - United Kingdom
The Wealth Management arm of a well-known banking group seeks an Investment Counselor to provide investment advice and execution services across global equities, fixed income, commodities and other investments in general. more >>

Securities Processing - Private Banking

PERMANENT - London - West End - To £ 35,000 Bens
Exciting opportunity exists within this dynamic Financial Institution for an individual to join a busy Operations Support team and be responsible for performing free of payment security transfers to and from their private clients’ accounts as well as with market counterparties. A detailed knowledge of domestic and international security markets is essential along with experience of CREST transfers. The team is responsible for a number of the operational functions supporting Private Banking investment operations business and the successful candidate will need a flexible approach to work as there will be a requirement to support other areas of the team during busy periods. The role will be operationally focused and will include extensive contact with internal and external clients so a dedication to deliver exemplary client service is also essential. more >>

Private Banking Assistant

TEMPORARY - London - City - £16.00 to £18.00per hour
This City based Private Bank is looking for somebody to join urgently as a Private Banking Assistant, to contribute to the high quality of new and existing client relationships. more >>

Showing results 1 - 11 of 11 Found in 0.01secs

News & Press

Credit Suisse Group reports net loss of CHF 2.1 billion in the first quarter of 2008

Net writedowns in leveraged finance and structured products of CHF 5.3 billion in 1Q08. Continued significant reduction in risk exposures during 1Q08: risk exposures declined 41% in leveraged finance, 25% in commercial mortgages. Other than the areas affected directly by the credit crisis, most of our businesses performed well in 1Q08, with revenues near or above those in 1Q07. Steady inflows in Private Banking: net new assets of CHF 17.1 billion in 1Q08, including CHF 13.5 billion in Wealth Management. Strong BIS tier 1 ratio under Basel II of 9.8% as of the end of 1Q08.    more >>

Jefferies' Private Equity Fund Placement Agent, Helix Associates, Expands In North America With Hiring Of Two Managing Directors

NEW YORK and LONDON, October 9, 2007 The Jefferies Investment Bank today announced that its Helix Associates division, a leading global private equity fund placement agent, has expanded its capabilities with the addition of Managing Directors Stephen D. Gray and Robert R. Rivett. These professionals continue the expansion of the Helix team at US-based Jefferies & Company, Inc., the principal operating subsidiary of Jefferies Group, Inc. (NYSE: JEF).    more >>

Latest Wealth Management News

Employers

ABN AMRO

ABN AMRO begun a new future with the consortium of Fortis, RBS and Santander in October 2007. The combination of consortium businesses with ABN AMRO will result in an enhanced market presence, strengthened products and growth prospects. This will deliver benefits to customers, who will gain from the increased scale and efficiency of the businesses.

ANZ National

ANZ National is New Zealand’s largest and most diverse financial services group. Our goal is to be the financial strength behind New Zealand and New Zealanders. Through some of New Zealand’s best known and most respected brands, we help one in every two New Zealanders achieve their financial goals. We employ around 10,000 people throughout New Zealand. They are all resourced and ready to help New Zealand’s people, businesses and communities succeed.

Bank of America

Bank of America is at the forefront of many of the industry's largest and complex deals, and we have more clients than any other financial services company in the world.

Barclays Global Investors

BGI is one of the world’s largest asset managers and a leading global provider of investment management products and services. From inventing the world’s first index fund in 1971 and the first quantitative active strategy in 1978, we have pioneered change and led investment innovation. Today we manage more than $1.86 trillion (£950 billion) worth of assets, for over 2,900 clients throughout the world.

Citi

Citi, the leading global financial services company, does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services. With a presence in many countries dating back more than 100 years, Citi enables clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity.

Credit Suisse

Credit Suisse is a world-leading financial services company, advising clients in all aspects of finance, around the world, around the clock.

Dresdner Kleinwort

Dresdner Kleinwort operates an integrated business model, the elements of which are; leading capital markets expertise, an international cross-border advisory platform, innovative risk management solutions across all asset classes, strength in the home markets of Germany and the UK, with an international presence and capability in key product areas to support a global client base.

Dubai International Financial Centre

The Dubai International Financial Centre (DIFC) is an onshore hub for global finance. It bridges the time gap between the financial centres of Hong Kong and London and services a region with the largest untapped emerging market for financial services. In just three years, over 600 firms have registered at the DIFC. They operate in an open environment complemented with world-class regulations and standards.

FX Concepts

FX Concepts is one of the world’s oldest and most established independent currency managers. For more than 20 years, we have been helping investors generate sustainable returns while managing their currency risk. Our world-class research team provides currency forecasts and market insights to institutional money managers and investors on a subscription basis.

Janus Capital Group

NYSE-listed Janus Capital Group has managed money since 1969 and we’re proud to be able to say that investment is still our only business. Today, we manage assets of approximately $191 billion worldwide for pension funds, corporates, financial institutions, sovereign wealth pools and retail investors.

Jefferies

Jefferies, a global investment bank and institutional securities firm, has served growing and mid-sized companies and their investors for over 40 years. Headquartered in New York with more than 20 offices around the world, Jefferies provides clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management.

JPMorgan

JPMorgan is a leading financial services firm with one of the largest client franchises in the world.  We partner with our clients to offer the most complete and innovative solutions in the industry to help them achieve their goals. For more than 200 years, we have taken a long-term approach to our clients and to the way we conduct business.

Legg Mason

Legg Mason Inc is one of the world’s largest asset managers, with a family of leading investment management subsidiaries, each with time-tested experience and investment independence. Legg Mason has a substantial US, European and International presence serving the institutional, mutual fund and wealth management markets.

Merrill Lynch

Merrill Lynch is a leading wealth management, capital markets and advisory company, with offices on six continents.  The company is a global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide.

Royal Bank of Canada

RBC is the 5th largest financial institution in North America and ranks among the top 25 banks in the world. With over 70,000 employees globally, the firm serves more than 15 million personal, business, public sector and institutional clients through offices in 41 countries. RBC maintains one of the highest credit ratings of any financial institution – Moody’s Aaa, Standard & Poor’s AA-.

State Street

State Street is the world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $14.045 trillion in assets under custody and $1.686 trillion in assets under management at September 2008, State Street operates in 26 countries and more than 100 geographic markets worldwide.

UBS AG

UBS is a global financial powerhouse. The world's leading wealth managers, we are a top tier investment bank, one of the largest global institutional asset managers and the leading bank for Swiss corporate and individual clients.

Best Selling Wealth Management Books

Investing Against the Tide by Anthony Bolton

Category: Stockmarkets

This authoritative and accessible investment classic promises rare insight into what it really takes to run money in a top-performing investment fund. Anthony Bolton, the UK's most successful stock market investor, tells the story of his contrarian approach to managing money. He provides invaluable lessons on the factors that really matter in picking a stock: the need to identify good managers, how to run a portfolio, the importance of value investing, reading charts and how to trade successfully. It's not easy to continually buy low and sell high. This book gives clear directions for doing we.....

Taming the Lion by Richard Farleigh

Category: Stockmarkets

Richard Farleigh reveals the 100 secret strategies that he developed to enable him to succeed in the markets. During his time running a trading desk, Farleigh set out to develop a repeatable methodology based on observation and reasoning, not just on one-off flukes and luck, to enable him to outperform the market on a regular basis. The (potentially controversial) beliefs that he incorporates into his strategies include: - Markets tend to under-react, not overreact. - Big, obvious ideas offer great opportunities. - It is safe to invest with a consensus view. - Contrarian trading is.....

Inside the House of Money by Steven Drobny and Niall Ferguson

Category: Stockmarkets

This updated paperback edition of "Inside the House of Money" lifts the veil on the typically opaque world of hedge funds offering a rare glimpse at how today's highest paid money managers approach their craft. Now with new commentary, author, Steve Drobny takes you even further into the hedge fund industry. He demystifies how these star traders make billions for their well-heeled investors, revealing their theories, strategies and approaches to markets. Whereas some still maintain that rationality permeates financial markets, Drobny captures a different dimension, showing how the unquantifiab.....

Winning spread betting strategies by Malcolm Pryor

Category: Stockmarkets

From the author of the best seller 'The Financial Spread Betting Handbook' comes a book about constructing winning spread betting strategies. Seven strategies are presented covering all types of market; up, down and sideways. Key ingredients for each strategy include overall market direction, entry and exit techniques and bet size determination. The strategies are used on a wide range of instruments including stocks, commodities and currencies, and trade duration tends to be in weeks. Examples of each strategy are fully illustrated with charts and commentary - there are over 150 charts i.....

The Financial Spread Betting Handbook by Malcolm Pryor

Category: Stockmarkets

Reach the heights of spread betting success! Financial spread betting is growing in popularity. But who wins and who loses at this game? What do the winners do that differs from the losers? That is what this book is about. Malcolm Pryor uses the model of climbing a mountain to explain a disciplined, winning approach to spread betting. First a base camp must be established: which includes getting set up with the right corporate data, charting and accounts software, deciding what to bet on and what your time frame should be, learning the nuances of operating an account, controlling risk, a.....

Candlestick Charts by Clive Lambert

Category: Stockmarkets

"Clive Lambert is one of the UK's leading experts in the use and application of Japanese candlestick chart analysis. I have known him for many years and have learnt to greatly respect his depth of knowledge and the objectiveness it brings to his market strategies." - Adam Sorab, Chairman, Society of Technical Analysts (STA) The aim of this book is to introduce candlestick analysis to anyone from an absolute beginner to an experienced market professional. The text is written to be simple enough for someone new to the topic, but should not exclude those with more experience. The author's aim.....

The Diary of a CFD Trader by Catherine Davey

Category: Stockmarkets

This diary charts the ups and downs of a CFD trader – taking you on a thrilling trading journey and showing how, with some hard work, you too can make serious money trading CFDs. Along the way the book provides an excellent practical introduction for new CFD traders. It explains the mechanics of trading and the language and jargon surrounding CFDs. It also shows more experienced traders how to trade effectively enough to generate a healthy income. At the heart of the book is the 4-month diary that the author kept while trading an initial $13,000 account. Over the first month the accoun.....

Options, Futures, and Other Derivatives: Student Solutions Manual by

Category: Stockmarkets

As in the sixth edition, end-of-chapter problems are divided into two groups: "Questions and Problems" and "Assignment Questions". Solutions to the Questions and Problems are in Options, Futures, and Other Derivatives 7e: Solutions Manual which is published by Pearson and can be purchased by students. .....

Trading Secrets by Simon Thompson

Category: Stockmarkets

Have you ever wondered how the top City traders make big profits from share trading? Do you know why the best investors know exactly when the market is going to rise or fall? And do you wish you could do the same? By following 20 hard and fast rules,Trading Secrets shows you how you can make the same high returns as experienced investors and traders. Using historical, economic and technical trend analysis from the last fifty years, it identifies the ways for you to capitalise on such events as the clocks going back or moving forward, religious holidays, major sporting events and even the US p.....

The Investor's Guide to Understanding Accounts by Robert Leach

Category: Stockmarkets

Many investors ignore company accounts because they think they are too difficult. But, as the great investor Peter Lynch said "Investing without looking at the numbers is like playing bridge without looking at the cards". The mission of this book is to explain to ordinary investors, with no accounting knowledge, what to look for in a set of accounts and how to interpret what you find - so that you have an accurate 'health check' on a company in ten simple steps. Robert Leach considers the entire subject from an investor's point of view, by asking - and then answering - the questions whic.....

These books are the best Wealth Management sellers on the Here Is The City Bookshop. The Here Is The City bookshop has the latest financial markets publications for your edification. From biographies of some of the financial giants, to fun items and (for the really keen) books on trading, technical analysis, risk , compliance and regulation - it's all there. To visit the Here Is The City Bookshop click here >>>
City HR Association
City HR Association
Phoenix Ashes - career re-ignition
DirectConnect July 2008
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