11/11/2016
US wealth boutique hires ex-UBS director for LatAm push
He will be joining the firm, which has $3.3 billion in assets under advisory, in a wealth advisor role, servicing wealthy families in Latin America and the US.
People Moves
11/11/2016
BlackRock Expands Roles of Two Potential Successors to CEO Fink
Mark McCombe, who co-heads alternatives, will take on a newly created role as head of the Americas starting Jan. 1.
11/10/2016
Senior Morgan Stanley banker Donald Moore to retire: memo
A spokesman for Morgan Stanley in London confirmed the contents of the memo.
11/10/2016
Mark Periard Joins Legacy Trust as Director of Wealth Management
New Director of Wealth Management for Legacy Trust
11/10/2016
Raymond James Nabs Merrill Lynch, Wells Fargo and Edward Jones Teams
The team will form a new office in Keene, N.H., with Steward, which uses Raymond James’ platform and support services.
11/10/2016
Brazil's Itaú names Bracher CEO as Setubal's 23-year stint nears end
The succession plan was part of a broad management and board reshuffle at Itaú
11/09/2016
$260M Raymond James adviser given key post at Alex. Brown
New Regional Executive To Lead Alex. Brown's Chicago Office
11/09/2016
Vinson & Elkins Adds Leading International Tax Lawyer Natan Leyva in Washington, D.C.
Leyva also advises foreign companies on inbound tax matters and has represented clients in connection with IRS challenges
11/09/2016
Mark Maxson Joins Citi Private Bank
He will be responsible for driving the region's continued growth in Investments and bringing best ideas across managed investments and capital markets to Citi Private Bank’s clients.
11/09/2016
DMS Governance Hires Ex-Gottex GC Woolverton for U.S. Role
New Senior Managing Director and Head of U.S. LegaL for DMS Governance
11/09/2016
Fullerton chief executive Manraj Sekhon departs Temasek-backed money manager
Mr Sekhon, who also served as chief investment officer, had been in his role for more than five years.
11/08/2016
Victory Park Capital adds Zhengyuan Lu to Investment Team
He brings more than 20 years of industry experience to VPC.
11/08/2016
Legal & General appoints Bernie Hickman as Chief Executive Officer of Combined UK and US Insurance Division
The UK insurance business is a multi-channel, multi-product business, using technology to deliver great customer service with cost and scale efficiencies.
11/08/2016
Credit Suisse has hired a new software banker
Credit Suisse Group AG Has Hired A Software Focused Investment Banker
11/07/2016
BMO Wealth Management Welcomes Brandon Williams to BMO Private Bank
BMO Private Bank provides high net worth individuals, families and organizations, including closely-held and family-owned business.
11/07/2016
AlixPartners announces new ownership structure
The transaction is subject to regulatory approval and is expected to close by the end of 2016.
11/04/2016
King & Spalding Elects 14 New Partners Across Seven Offices
"This year's class of new partners again reflects our priority to develop and promote high caliber lawyers worldwide in our areas of strength," said Robert D. Hays, Jr., chairman of King & Spalding.
11/03/2016
$1.6M UBS team jumps to Raymond James
Raymond James hired a team producing $1.6 million from UBS
11/03/2016
BCG beefs up principal investors and private equity practice with two hires
Has more than two decades of experience working with financial sponsors.
11/03/2016
Meketa Investment Group Names Daniel Green as Senior Director
A firm focused on private equity secondary transactions.