12/02/2015
Jasper Vaccaro Named Market Leader for Private Client Services at Wisconsin Bank & Trust
His primary responsibility is to lead and grow the entire Private Client Services offering in the states of Wisconsin and Illinois.
People Moves
12/01/2015
Fiduciary Trust Expands Custody Capabilities
Experienced executive joins in a newly created Head of Custody role to enhance Fiduciary as a provider of choice for mid-sized custody clients
12/01/2015
Dundee Corporation Makes Key Strategic Hire as it Builds Out Its Wealth Management Division
Adam Donsky is a top-level portfolio manager with deep insight in global equities.
12/01/2015
Scotiabank Announces Key Executive Appointment
International Banking Leader Ignacio Deschamps Named Strategic Advisor to the CEO for Global Digital Banking
12/01/2015
Joseph Buchanan Joins Steel Peak Wealth Management
Steel Peak Wealth Management, LLC is proud to announce the addition of an experienced Wealth Advisor, Joseph Buchanan
11/30/2015
D.A. Davidson Hires Jim Layden, Strengthening Individual Investor Group Leadership Team
Brokerage veteran serves as liaison for California branches
11/30/2015
Diversified Trust Names Betsy Wills as Principal, Director of Marketing and Branding
Wills to Lead Marketing and Branding Efforts Across Southeast-Based Wealth Management Firm's Four Offices That Manage Over $5 Billion in Client Assets
11/30/2015
Roxana Maddahi Joins Steel Peak Wealth Management
Steel Peak Wealth Management, LLC is proud to announce the addition of an experienced Wealth Advisor, Roxana Maddahi.
11/30/2015
Korn Ferry International: Kelley Brack joins Korn Ferry as Senior Client Partner
Previously, Ms. Brack co-founded and led the global private equity practice of another executive search firm.
11/27/2015
GoldMoney Announces John Butler to Lead Soon-to-Be Launched Wealth Services Division
John will also contribute to the GoldMoney Insights content platform
11/27/2015
SS&C Appoints Seasoned CFO and Entrepreneur to Its Board of Directors
New appointee brings 20 years of operational and financial expertise at investment firms
11/26/2015
The grass is always greener...
The new measures include earlier promotions, less donkey work and faster global rotations, but apparently it wasn't enough for these three bankers.
11/26/2015
Midwest Brokers Leave Wells Fargo for Raymond James
The team managed about $190 million and generated annual revenue of $1.2 million at their old place of work.
11/25/2015
Solus Alternative Asset Management adds chief strategist from BTIG
Mr. Greenhaus was chief global strategist at BTIG, which provides global equity trading and fund services, including prime brokerage.
11/25/2015
UC’s Office of the Chief Investment Officer strengthens its international investment capabilities
Over the next three years, the Office of the Chief Investment Officer plans to invest up to an additional $1 billion in public markets and private assets in Asia, including in India.
11/24/2015
Hedge funds poach computer scientists from Silicon Valley
So-called quantitative financiers, or quants, have for years come up with innovative, complex ways to analyse and trade on company earnings or economic releases.
11/24/2015
PE-backed Asset International beefs up staff with new appointments
John Lee has been appointed Advisor to Global Custodian
11/24/2015
Glenmede Announces Client-Focused Organizational Changes
Appointments Emphasize Commitment to Integrated Wealth Management
11/24/2015
Manning & Napier Expands Board to Eight Members
He will serve on the Nominating and Corporate Governance, Compensation and Audit Committees.
11/24/2015
BlackRock recruits emerging markets debt director
Mr. Deino was head of emerging market debt at Invesco