06/29/2015
Bank of the West appoints UHNW Business head
Under his leadership Bank of the West Wealth Management Group will deliver customized solutions to ultra high net worth clients throughout the United States.
06/29/2015
Community West Bancshares, the parent company of Community West Bank today announced that James W. Lokey has been appointed to its Board of Directors and to the Board of Directors of Community West Bank, the Company's wholly owned subsidiary.
06/29/2015
TT Badrinath Further Expands Marakon’s Offering in the Financial Services Sector
06/29/2015
New York Life Insurance Co. hired former Blackstone Group LP Senior Vice President Sean D. Gelb as chief financial officer
06/29/2015
Deutsche Asset & Wealth Management Loses $3.25B mega team to Dynasty
The latest recruits dwarf the largest team Dynasty recruited so far this year: a Morgan Stanley team that managed $800 million.
06/26/2015
Mr. Arella has over 20 years industry experience in executive management
06/26/2015
A Credit Suisse representative confirmed the memo's contents.
06/26/2015
Bertarelli family office names new head of Gurnet Point Capital Fund
GPC will have an initial allocation of US$2billion of capital to invest, with a mandate to lead its global healthcare investment strategy.
06/26/2015
She also assisted in the development of the Treasury Department and IRS priority guidance plan.
06/26/2015
Poth first worked with Key while he was with the consulting firm EY
06/26/2015
Mr. Kontonotas has seven years of underwriting experience
06/25/2015
The chairman of Puerto Rico's Government Development Bank announced Wednesday that he will step down as the U.S. territory tries to emerge from an economic crisis.
06/25/2015
The hires are part of the firm's broader plans to seek out high-quality financial advisers
06/25/2015
At Northern Trust, Lawson will be responsible for leading the firm’s wealth management business in Minnesota
06/25/2015
The move comes after J.P. Morgan made a series of promotions in its tech practice.
06/25/2015
U.S. Capital Advisors LLC announced that a team of three seasoned professionals has joined its Wealth Management group
06/25/2015
Citigroup is shaking up its management to create 'the bank of the future'
The new position essentially replaces the job that was previously held by Jane Fraser, who ran global mortgages and U.S. consumer and commercial banking before being promoted to run the Latin America unit starting this month
06/25/2015
Deutsche Names New Private-Stock Offering Team
The new group will work with the bank’s existing venture-capital coverage bankers and private-wealth management, advising both companies seeking to raise capital and investors looking to buy into private deals.
06/24/2015
The outgoing chairman of Rothschild North America, the New York-based subsidiary controlled by Europe’s most storied banking family, is teaming with activist hedge fund Jana Partners.
06/24/2015
Moelis & Co., the merger-advisory firm that went public last year, hired Tim Fitzsimmons as a managing director in its private-funds advisory business.