04/29/2015
AMG's assets gain 2% in first quarter on continued net inflows
Net inflows for the first quarter were $5.3 billion
People Moves
04/29/2015
HSBC's Pascoe moves to group treasurer from DCM head
HSBC has appointed Bryan Pascoe as group treasurer, effective May 5
04/29/2015
Ashok Vemuri may turn investor
Sources say he is likely to continue for 9 more months, till integration with Capgemini is completed
04/29/2015
High Profile Appointments at the Allele Fund
She is also a Senior Lecturer at Harvard Business School
04/28/2015
HP SCF adds three to team
We are excited to have a dedicated team of experienced private equity professionals
04/28/2015
Former Visa executive charges into robo-adviser SigFig
Charles Schwab recently jumped into the automated-investing business, pulling in $1.5 billion in client assets in just six weeks.
04/28/2015
Schechter Wealth boosts team
With more than 20 years of experience in executive benefit programs, tax, pension and investment management, Mr. Righter will focus his practice on advising high net worth individuals and corporations in portfolio construction, benefit plan design and ins
04/27/2015
TCW Hires Former Standard Chartered Market-Maker
Former Standard Chartered Market-Maker Brings More Than a Decade of Experience in Foreign Exchange and Interest Rates
04/27/2015
Former Goldman Sachs Family Office Advisor Joins LeoGroup
The arrival of Eric coincides with LeoGroup's current expansion of the firm's capabilities to service ultra-affluent individuals within LeoGroup's Multi-Family Office platform.
04/24/2015
Waddell & Reed Names Chief Regulatory Officer
He will oversee the compliance process for Waddell & Reed’s financial advisors sales channel as well as its Ivy Funds wholesaling activities.
04/24/2015
Wells Fargo Nabs Two Barclays Advisers
In a statement, Ms. Clancy said Wells Fargo’s “strength” and “stability” helped to land them at the firm, which has 15,134 advisers managing $1.4 trillion in assets.
04/23/2015
RBC hires two advisers from UBS
RBC said on Monday it hired three Morgan Stanley financial advisers
04/23/2015
Advisors Ahead Founder Craig Pfeiffer To Be New MMI President
Craig is an industry veteran with extensive relationships and throughout his career
04/22/2015
HighTower Recruits $500M Advisor From Oppenheimer
She joins HighTower, establishing the firm's third practice in the New England region
04/22/2015
Top 4 global accounting firm names 1st female CEO
"I'm excited to team with our incredibly talented people, as we work closely with companies and other organizations to help them address their most complex challenges and opportunities," Doughtie said in a statement. A 30-year KPMG employ
04/22/2015
Laidlaw & Co. Announces Expansion of Healthcare Capital Markets Team
Kris brings deep relationships in the healthcare financial community
04/22/2015
$244M Team Jumps From Morgan to Wells
The three advisors moved to Morgan Stanley in 2008
04/22/2015
New Chair of the Banking Commission of the International Chamber of Commerce
At Deutsche Bank's Global Transaction Banking (GTB) division he is Managing Director and Head of Trade Finance and Cash Management Corporates for Europe, the Middle East and Africa
04/22/2015
U. California Loses Hedge Fund Chief, Looks to Recruit
Choi’s departure—scheduled for July 1—will end her decade-long leadership of the now-$6 billion portfolio, putting the managing director role up for grabs.
04/22/2015
Thomson Reuters names wealth management MD
In his new role, David will lead the Thomson Reuters North American Wealth Management business