03/19/2015
Boston Common Asset Management hires business development head
Boston Common has $2.1 billion in assets under management
People Moves
03/19/2015
Rothschild Asset Management Announces Appointment of CEO
The appointment underlines the firm's strong commitment to continue building a pre-eminent asset management business for Rothschild North America.
03/19/2015
Newton appoints non-executive board directors
Newton Investment Management, part of BNY Mellon, has announced the appointment of Henrietta Jowitt and Susan Noble as independent non-executive directors to its board
03/19/2015
Morgan Stanley shuffles wealth and securities executives
In a separate memo, Gorman said Morgan Stanley is also adding three executives to two internal business committees.
03/19/2015
Mellon Wealth Management hires senior wealth director
He previously served as a regional vice president with Fisher Investments where he worked on developing a high net worth client program.
03/19/2015
Wilmington Trust Adds Managers
Private Client Reserve adds two; more
03/18/2015
U.S. Bank names wealth management adviser, Private Client Reserve
U.S. Bank's Private Client Reserve offers wealth management services to individuals and families with a net worth of $3 million or more.
03/18/2015
JLT Specialty Insurance Services boosts team
In this role he will develop state of the art placement strategies, ensuring that JLT Specialty USA’s commitment to superior service and product delivery are a prominent part of the company’s value proposition in the energy industry space.
03/18/2015
Many Blackstone M&A bankers expected to depart ahead of spin off to Taubman
Blackstone agreed last October to spin off its advisory operations in the second half of this year
03/17/2015
Lucia Capital Snags Ex-First Allied Exec
O’Neal’s hire kicks the Lucia’s acquisition plans into high gear
03/17/2015
Ameriprise Reassigns Management Roles as Froude Steps Down
Froude, 59, who has been with Ameriprise since 2008, will remain with the firm to work on field operations and other projects
03/17/2015
A top Merrill Lynch adviser and his NFL cheerleader daughter suddenly left the firm and no one knows why
Bank of America Merrill Lynch has to file a form within 30 days
03/17/2015
Morgan Stanley Recruits Three Advisers
Morgan Stanley, which employs more than 16,000 brokers, said Mr. Schwala is based in Beverly Hills, Calif.
03/17/2015
D.A. Davidson & Co. boosts Investment Banking Team
He steps into the position of private equity lead at D.A. Davidson with more than 15 years of experience across investment banking and corporate finance.
03/17/2015
Macquarie Group poaches UBS exec to lead US asset manager Delaware
Shawn has significant experience managing and attracting investment talent
03/17/2015
Matthews Asia Hires Head of U.S. Intermediary Distribution
He has 20 years’ experience in the financial services industry.
03/17/2015
BNY Mellon Wealth Management appoints senior director
He has earlier worked with Merrill Lynch as a financial adviser
03/17/2015
Bank of America appoints head of philanthropic solutions and the family office of U.S. Trust
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
03/16/2015
Merrill fund sales guru joins American Funds
At American Funds, a unit of The Capital Group of Companies, he is a senior vice president responsible for retail product management and strategy.
03/16/2015
Footprints Asset Management boosts team
Footprints Asset Management & Research, Inc. (FAMR) recently announced Portfolio Manager and Director of Business Development Beau Starkel has joined their firm