07/13/2018
The Wealth-Management Arms Race Is Heating Up
Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.
People Moves
07/13/2018
BNY Mellon Wealth Management names senior wealth director
Khalil holds a Bachelor of Science in finance from Indiana University.
07/13/2018
JPMorgan Banker to Billionaires Joins UBS for Family Office Team
Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.
07/13/2018
Janney Welcomes 45 New Hires to the Firm’s Private Client Group in Second Quarter of 2018
Janney continues to attract top notch advisors in key marketplaces throughout our footprint
07/12/2018
Northern Trust COO Jana Schreuder to Retire
Jana joined Northern Trust in 1980
07/12/2018
The Wealth-Management Arms Race Is Heating Up
Lisa Yang, who also worked at U.S. Trust, started earlier this month as an associate banker working with ultra-high-net worth clients.
07/12/2018
MUFG Hires Stephanie Brandley as Head of Alternative Asset Manager Coverage Group for Wholesale and Investment Banking
Mrs. Brandley began her career with the Federal Reserve after earning a BA from Hollins University in Roanoke, VA.
07/12/2018
Causeway Capital names head of global institutional sales
Mr. Osterkamp previously was managing director
07/12/2018
MoFo adds partner to global antitrust practice
Ms. Phelan joins the firm in Washington, D.C. after more than 25 years in the Antitrust Division at DOJ
07/11/2018
Wells Fargo hires head of global equity strategya
She also will establish the equity strategy methodology, drive investment thought leadership and communicate equity strategy to internal leaders, investment professionals, and clients, as well as the media.
07/11/2018
Snowden Lane Partners Welcomes Former Raymond James Advisor
He provides comprehensive wealth management services for high net-worth clients, both international and domestic.
07/11/2018
Raymond James, Commonwealth shake up their C-suites
The firm is “taking a methodical approach” to finding its next CFO, Commonwealth CEO Wayne Bloom says.
07/11/2018
Meet the new COO at Tampa Bay’s largest bank
She will also be the primary interface between the bank’s business units and information technology team.
07/11/2018
Argentina wealth manager hires strategy director from rival
Raymond James initially partnered up with Tapia when the US firm took over his company
07/11/2018
Patrick Pisapia leaves Nomura
Pisapia spent two years on the bank’s FX institutional sales desk
07/10/2018
Equisoft appoints Business Development Manager for Wealth Management Solutions, USA
Shawn will be responsible for driving growth of Equisoft's WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice
Other prominent recent hires to this team include Michael Buchbinder, who joined the Firm at the end of 2017, and Nitin Doke.
07/10/2018
Carillon Tower Advisers poaches top sales execs
We welcome these deeply experienced additions and are confident their relationships and expertise will help Carillon bring innovative, customized solutions to our clients
07/10/2018
Bernstein Private Wealth taps new head of endowment, foundation services
We believe endowments and foundations can do better by working directly with an investment manager who understands their unique needs, and can integrate strategy and implementation
07/10/2018
Bel Air gatekeeper joins investment bank
In his new role, he will assist in strategic advisory and M&A activity, according to an Echelon Partners newsletter.