11/01/2019
Another UBS team bolts for J.P. Morgan Securities
Combined, the group oversees $235 million in client assets, according to the firm.
People Moves
11/01/2019
Boutique Manhattan law firm expands key practice areas
The attorneys previously served as partners with CKR Law LLP.
11/01/2019
Argo International unveils new structure; three execs report to Rehnberg for Americas
The company said that leadership roles within each business unit have not changed.
10/31/2019
BNY Mellon Wealth Management Names Senior Client Strategist
Prior to joining BNY Mellon Wealth Management, Shaun was a managing director at Umpqua Wealth Advisory, serving as chairman of the investment committee and leading the development of Umpqua's investment strategy, portfolio recommendations and portfol
10/30/2019
Northern Trust Strengthens Florida Wealth Advisory Team
She will be based in the Naples Parkshore office
10/30/2019
Andersen LA office adds to commercial practice
She served on the executive committee of Loyola Marymount University’s advisory board for the accounting undergraduate and graduate schools.
10/30/2019
J.P. Morgan Atlanta Manager Exits
J.P. Morgan has been building up the brokerage unit for wealthy individuals that it inherited when it acquired the failing Bear Stearns Cos. during the financial crisis.
10/29/2019
UBS and Wells Lose Veteran Teams to JPMorgan and RBC
They report to Michael Maron, a regional managing director based in Chicago, according to JPMorgan.
10/29/2019
Deutsche Bank Hires Daniel Hunter Lead Americas comms
The previous leader of Deutsche Bank’s Americas communications was Kerrie McHugh, who moved to Brookfield Property Group as head of communications and branding.
10/29/2019
Former Julius Baer director joins indie wealth shop in Chile
Fuentes’ arrival brings Value Advice's employee count up to six as the firm looks to expand its base in Santiago.
10/29/2019
PGIM Investments invests in senior talent as part of global expansion
The investment in top talent comes on the heels of 10 consecutive years of positive net flows for the retail fund shop, underscoring the firm’s ongoing commitment to serving its growing client base both in the U.S. and internationally.
10/28/2019
Managing Director Joins Regions Bank Corporate and Institutional Markets Group
Ramachandran spent more than 11 years at JPMorgan
10/28/2019
Archana Deskus Appointed to Board of Directors of East West Bancorp and East West Bank
Her insight and thought leadership in risk management, cyber security and innovation will be a valuable asset for East West, as we continue to invest in technology to strengthen our franchise and improve our customer experience.”
10/25/2019
MSIM appoints Managing Director
Prior to her role at Girls Who Invest, Hingorani was the Chief Investment Officer for the New York City Retirement System.
10/25/2019
Citigroup setting stage for first female CEO
Jane Fraser Named President of Citi and Head of Global Consumer Banking
10/24/2019
Northern Trust Appoints Austin Region President
Her leadership will further our commitment to delivering the high-touch, advice-centric client experience that defines Northern Trust and building on growth in the region.
10/24/2019
Wells Fargo Advisors Hires $800-Mln Asset Team from Stifel
Wells Fargo has been offering enhanced signing bonuses and recruiting fees to brokers and headhunters to replace more than 1,000 brokers who left in the wake of its bank fake-account scandal
10/24/2019
Morgan Stanley Hires the Founder of Girls Who Invest
Girls Who Invest founder will support diversity initiatives
10/23/2019
Florida bank bolsters offshore advisor team in LatAm push
She's been tasked with helping the bank's advisor team expand into the Latin American wealth market.
10/22/2019
UBS Wealth Exec Moves to Deutsche Bank
Samuel Descovich will lead products and solutions in the Americas and work on expanding the ESG lineup.