10/18/2015
UBS Hires $3.6M Producer From Merrill
Wilkins oversaw $425 million in client assets while at Merrill
People Moves
10/16/2015
$2.2M Team Jumps to RBC
RBC Wealth Management recruited a team that produced $2.2 million in annual production while at Barclays.
10/16/2015
Morgan Stanley's Americas M&A co-head to leave for BDT Capital -sources
Head is leaving one of Wall Street's biggest investment banks for a much smaller firm.
10/16/2015
SunTrust Promotes Exec to Lead Consumer, Wealth Management Operations
Dorinda Smith, who has led mortgage operations and sales support teams at SunTrust, will succeed Lienhard at the helm of SunTrust Mortgage.
10/15/2015
Principal Asset Manager Adds Ex-Pimco's Remily for Global Equity
He’ll work on capital-appreciation and mid-cap strategies
10/15/2015
Perella Weinberg Hires Goldman's Dunham for Asset Management
The addition will help Perella Weinberg expand its alternative asset-management business, including the PWP Global Macro strategy
10/15/2015
Rothschild Asset Management Expands Large Cap Investment Team
He brings to Rothschild a strong track record in analyzing healthcare and pharmaceutical companies, and performing fundamental research for our institutional clients.
10/15/2015
Barclays American 'casino banker' boss-in-waiting faces grilling by regulators before being allowed to take the top job
But concerns have been raised by MPs that the appointment may herald a return to the aggressive culture and focus on investment banking fostered by former boss Bob Diamond.
10/15/2015
$258M UBS team goes independent with Wells Fargo
Curtis Rach and Jud Crary join established practice in Irvine, Calif.
10/15/2015
Wealth advisory firm names MD of newly established subsidiary
He holds a BA in Economics from Indiana University-Bloomington.
10/14/2015
Genesis Capital Partners Hires Industry Veteran As Its First Marketing Chief
She is an active fund raiser for several not-for profit organizations.
10/13/2015
OppenheimerFunds Hires James White as Head of Diversity & Inclusion
Prior to joining OppenheimerFunds, White served as Vice President, Americas Diversity & Inclusion
10/13/2015
Janney Announces Wealth Planning Leadership
Prior to Vanguard, Martin worked as a financial advisor for Morgan Stanley.
10/13/2015
Citigroup Names First Global Head of International Personal Bank
Sambamurthy will report to Anand Selvakesari, the head of consumer banking for Asia Pacific
10/13/2015
Barclays set to name Jes Staley as new chief executive
Barclays is set to appoint former JP Morgan banker James "Jes" Staley as its new chief executive.
10/12/2015
Rockefeller & Co. Appoints Karen Wawrzaszek As Managing Director And Senior Advisor
She has a dedicated expertise in impact investing.
10/12/2015
First Republic Hires Credit Suisse Bankers for Wealth Management
First Republic, the former Bank of America Corp. unit, has been expanding wealth-management after going public in 2010.
10/11/2015
BBH look to their own for new investor services head
Páircéir has been with BBH for 15 years and joined as managing director in 2000 before becoming partner in 2010.
10/09/2015
The CEO of a $3 billion startup that recently raised $280 million is suddenly stepping down
Krach's departure comes as a bit of a surprise, especially considering Docusign just raised $280 million at a $3 billion valuation in May.
10/08/2015
Wells Fargo Securities Appoints Curran to Lead Insurance Investment Banking
He will be advising on and developing capital markets products and solutions to meet the changing needs of insurance industry customers.