07/23/2015
Johnson Bank hires financial advisers away from Associated Bank
Associated is largest bank with headquarters in Wisconsin and Johnson Bank is second
People Moves
07/23/2015
Odgers Berndtson appoints financial services partner
His search practice focuses on recruiting senior-level asset and wealth management executives
07/23/2015
Athena Capital Advisors Announces Senior Executive Promotions
Lynch has been with Athena since 2004. A Managing Partner, Lynch is also the Deputy Chief Investment Officer at Athena, a role he will continue to occupy.
07/23/2015
BGL Expands Investment Banking Team
Andrew rejoins BGL after participating in the firm's summer 2014 internship program.
07/22/2015
Bank of the West appoints head of Family Office
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients
07/22/2015
Private Client Reserve Hires Advisor In Kansas City
The Private Client Reserve of U.S. Bank in Kansas City, Mo., has named Andy Fent as a wealth management advisor.
07/22/2015
Daniel Wani leaves Wells Fargo to join U.S. Bank Wealth Management
U.S. Bank Wealth Management said it appointed Daniel Wani managing director of trust and wealth planning for the Private Client Reserve of U.S. Bank.
07/22/2015
Funding Circle Hires Barclays, AmEx Executives to Oversee Risks
To help it expand the online market for small-business loans, Funding Circle is enlisting executives from established financial-services firms.
07/22/2015
Saba Partners said to Exit Weinstein’s Fund
The exits add to a series of departures from Saba
07/22/2015
Convergent Adds Two Advisors In Washington D.C.
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.
07/22/2015
J.P. Morgan Expands Global Real Assets Team
The platform covers 90% of the investable real estate market in Asia Pacific.
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