03/29/2019
UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford
Ford brings more than 30 years of industry experience
People Moves
03/29/2019
Pictet Nabs Julius Baer Team
A private banker focused on Brazil and his team are the latest to defect.
03/28/2019
BOK Financial adds new wealth management capabilities with key hires
The key additions continue the growth initiatives in the organization’s agency structured products, pass-through and asset-backed securities.
03/28/2019
Morgan Stanley Fills Manager Seats in New York and Florida
To fill the branch holes, wirehouses have been mustering younger managers, often with less extensive client-facing experience, while dispatching more experienced ones, such as Merrill’s Carole Wentz, to strategically sensitive regions.
03/28/2019
Deutsche Bank adds another senior trader to its ‘most interesting’ desk in New York
While cutting costs generally, Deutsche Bank has been selectively adding traders, though it seems to be “juniorizing” in equities.
03/28/2019
$200m Banco do Brasil banker joins Rio wealth firm
Martire worked for about 20 years at the bank, spending the last 10 years within its private client segment, Valadares said.
03/28/2019
JPMorgan to cut hundreds of jobs in asset, wealth unit
"We continue to invest in our business and talent, including hiring top advisers in key markets and expanding our product and service offering."
03/28/2019
Trusts and estates lawyer joins Jenner & Block's Private Wealth Practice as a partner
Julie is among the best and the brightest in the legal field
03/28/2019
Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice
We are pleased to add a professional of Julie's caliber and experience to our team.
03/27/2019
BNY Mellon appoints Chief Risk Officer
He joins BNY Mellon from Citigroup
03/27/2019
Wells Fargo Names Interim Wealth Management Head
The move comes several months after Wells Fargo ended an investigation into alleged gender bias in its wealth management division.
03/27/2019
Jefferies Taps Jared Weisfeld as Technology Sector Specialist
Weisfeld joined Jefferies earlier in February from Samantha Greenberg's hedge fund Margate Capital.
03/27/2019
Davenport & Co. names head of wealth management
A Richmond native, McElhaney is a graduate of Washington & Lee University.
03/27/2019
Merrill Lynch Loses Veterans to Raymond James and Steward Partners
The team previously oversaw around $350 million at Merrill Lynch, according to the publication.
03/27/2019
Mellon active equity CIO to step down
Mr. Daglio was appointed sole CIO for active equity in November 2017
03/27/2019
River Road Asset Management appoints business development vice president
Mr. Brady was director, regional manager at AMG Funds
03/27/2019
Instinet Appoints Senior Equity Research Analyst
He previously held similarroles in equity research on the Buy Side at State Street and on the Sell Side at PaineWebber/UBS.
03/27/2019
Horizon Investments appoints head of portfolio management
Dickson previously served as Director of Structured Financial Solutions with Horizon.
03/26/2019
Liam T. O'Connell and Michael E. Scott Elected Co-Managing Partners of Nutter
Term to Begin July 1, 2019, as Successors to Deborah J. Manus
03/26/2019
Tim Gramatovich Joins B. Riley Capital Management’s New Credit Platform as Chief Investment Officer
Firm establishes new division, Gateway Credit Partners, specializing in the issuance of Collateralized Debt Obligations