04/30/2018
Derek Weatherford named BMO Wealth Management's Minnesota director
BMO Wealth Management's clientle is primarily high net worth individuals and families.
People Moves
04/29/2018
UBS has hired a top investment banker from Deutsche Bank amid a major ramp-up of its US dealmaking team
The hiring is one in a string of recent additions by UBS' investment bank in the US, which is undergoing a push to ramp up its dealmaking presence.
04/27/2018
Foresters Asset Management Bolsters Its Equity Team
Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experience and was formerly at 1832 Asset Management (Dynamic Funds) in a similar capacity. Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experienc
04/27/2018
Hancock Whitney appoints Director of Private Wealth Management
Earlier in his career, he rose to key leadership roles in consumer and business banking, credit administration, and product development at Regions Financial Corporation.
04/27/2018
Mobius poaches two prominent portfolio managers from Franklin Templeton
The 81-year-old investment guru has hired two of the American investment house's most well known and respected fund managers
04/27/2018
Sentinel Trust appoints new board member
He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.
04/27/2018
Ascensus Appoints Jerry Bramlett as Head of TPA Solutions
Industry Vet Brings Deep Experience in Driving Growth, Innovation, and Organizational Effectiveness
04/26/2018
Jason Ketchen Joins PanAgora Asset Management as General Counsel
Mr. Ketchen earned a Bachelor of Science from Boston College and his Juris Doctor from The University of Connecticut School of Law.
04/26/2018
Silicon Valley-based Independent Wealth & Investment Management Firm Expands Investment Team
His career includes senior roles managing risk at some of the top hedge funds such as Balyasny Asset Management LP and Man GLG.
04/26/2018
Robeco’s investment solutions CIO to depart in June to pursue new opportunities
The firm has €161 billion ($198.5 billion) in assets under management.
04/26/2018
LaSalle Investment Management Securities CEO to retire, names successor
Mr. Kraska will remain at LaSalle in an advisory role until the end of the year.
04/25/2018
Goldman Sachs to Relocate Dubai Banker Mazen Makarem to New York
Goldman Sachs is among major Wall Street firms that are stepping up their courtship of retirement funds and other large pools of money to push trading, investments and acquisitions through their banks.
04/25/2018
Goldman Sachs Hires Crypto Trader 'In Response To Client Interest'
Goldman Sachs has had its feelers in the cryptocurrency waters for a while. Now, the Wall Street giant looks set to take the plunge, having just hired a cryptocurrency trader to help the company expand into digital asset markets.
04/25/2018
Signature Bank Expands Network with Appointment of Two Private Client Banking Teams
Signature Bank also added a team headed by newly appointed Group Director and Senior Vice President Peter Clemente.
04/25/2018
David Harris Joins Mizuho in Convertible Bonds and Seiichi Matsunaga Transfers to New York
He is a graduate of the University of Pennsylvania, Wharton School of Business and the University of Chicago Graduate School of Business.
04/24/2018
Goldman Taps Mallory to Head Unit Targeting America's Super-Rich
A representative for the bank confirmed the new role for Mallory.
04/24/2018
Morgan Stanley's Graystone leader exits for asset manager
A Schroders spokeswoman confirmed Brookman’s hire.
04/24/2018
Leading Wealth Management Team jumps ship
The team, formerly of Merrill Lynch, will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
04/24/2018
Umpqua Investments Expands Leadership Team
The expansion of Umpqua Investments’ leadership team marks another milestone in the evolution of Umpqua’s wealth management division since Kent Grubaugh assumed leadership as executive vice president and head of wealth management in 2017.
04/24/2018
BNY Mellon Appoints Data Automation Veteran to Senior Technology Post
Qaim-Maqami will lead shared services technology efforts across the enterprise