07/22/2015
J.P. Morgan Expands Global Real Assets Team
The platform covers 90% of the investable real estate market in Asia Pacific.
People Moves
07/22/2015
Bank of America Announces Management Team Changes
The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.
07/21/2015
Hedge fund Billionaire Said to Hire Ex-BofA CIO for Family Office
Will take over as president in September, according to two people with knowledge of the matter who asked not to be named because the office is private.
07/21/2015
GAMCO Reorganizes Sales & Marketing Leadership
They have all demonstrated success in establishing strategic partnerships and building client relationships.
07/21/2015
Grove Street Advisors promotes Ou to managing partner
Prior to joining Grove Street Advisors, Bruce developed strong strategy consulting and corporate finance skills
07/21/2015
Wells Fargo Insurance Names Head of Client Experience
25-year company veteran will lead new customer service practice
07/21/2015
Rothschild Asset Management boosts institutional sales team
He will report to Michael Woods, Chief Executive Officer of Rothschild Asset Management Inc.
07/21/2015
Voya Investment Management appoints Head of Intermediary Distribution
He will also serve on the firm's management committee.
07/20/2015
UBS Lures Away $3M Producer From Barclays
The team focuses on serving ultrahigh-net-worth and high-net-worth clients as well as family offices and foundations.
07/20/2015
Merrill Lynch CIO leaves during reorganization
Bank of America Merrill Lynch Wealth Management's Chief Investment Officer Ashvin Chhabra is stepping down to run a family office
07/20/2015
BofA Appoints Hyzy to Run Combined Chief Investment Offices
Ashvin Chhabra, former CIO of Merrill Lynch Wealth Management, is leaving to run a family office that the memo didn’t identify.
07/20/2015
Bryn Mawr Bank announces senior appointments
There is an active search process underway to select the next permanent Chief Financial Officer.
07/20/2015
Kingsview Asset Management Welcomes German Ramirez
German Ramirez of Miami, FL has joined Kingsview Asset Management as a Senior Vice President of the Private Client Services Division.
07/20/2015
Evercore Wealth Management Appoints Mark McClintock as Portfolio Manager
Mr. McClintock reports to Art Noderer, a Partner and Portfolio Manager at Evercore Wealth Management, and is based in Tampa, Florida.
07/20/2015
Washington Wealth Management Adds Three Former Wirehouse Advisors
Veteran Group of Advisors with National Reach Look to Expand Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA
07/17/2015
BT Wealth Management Adds Team, Office in Savannah
With Acquisition of Excelsia Investment Advisors, Total Assets Under Firm Management Exceed $350 Million
07/17/2015
LPL & Breakaway Firm Reel in 2 J.P. Morgan Bank Advisors
Two advisors from J.P. Morgan Chase have left to join their former colleagues at the LPL Financial-affiliated startup Faubourg Private Wealth Advisors
07/17/2015
Seiler Names Two New Partners
We congratulate Ron and Lynne on this career milestone,” remarks Jim DeMartini, Seiler’s Chairman and CEO.
07/17/2015
Brookwood Financial Partners appoints Director of Finance
Prior to joining Brookwood she worked for JDJ Family office Service
07/17/2015
BofA Merrill Lynch hires advisers from UBS
Bank of America Corp's Merrill Lynch unit said it hired financial advisers from UBS Group AG for its Denver office.