11/19/2015
UBS Nets Advisors With $3.5B in Combined AUM
Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.
People Moves
11/19/2015
Sun Life Investment Management chooses new CIO
Mr. Brown was managing director and global head of insurance and pension solutions at Deutsche Asset & Wealth Management.
11/19/2015
Trio join Berkshire Bank's wealth management team
Shawn Howard, Tom Barney and Colleen Lussier have joined Berkshire Bank's Wealth Management team
11/19/2015
Multifamily Finance Expert Joins Leading Commercial Real Estate Finance Firm
Mr. Peterson furthers Walker & Dunlop’s strategic goal of increasing its multifamily Agency originations, particularly in areas outside of the market rate product caps.
11/19/2015
Leading Washington, DC-based Investment Sales Team Joins Walker & Dunlop
With a robust market forecast, the addition of Chris and Will will enhance our investment sales platform and provide our existing clients with additional execution options.
11/18/2015
Amundi Smith Breeden boosts Institutional Market Advisory Group
She will be based in California and report to Elke Urban, Executive Vice President, Chief Market Advisory Officer.
11/18/2015
UBS hires three Credit Suisse teams with $3.2B in assets
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse
11/18/2015
Robertson Stephens appoints MD in San Francisco
Prior to her tenure at Goldman Sachs she taught Geometry and Calculus at The Albany Academies in New York.
11/18/2015
Lombard International expands family office market
Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.
11/18/2015
Deutsche money management unit adds co-head of alternatives coverage
The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.
11/18/2015
Swiss private bank parts way with U.S. private-banking head
He will leave in the spring
11/18/2015
Asia’s global investment bank makes six senior hires in the Americas
“We are pleased to welcome these talented and experienced bankers to our team, their expertise and leadership will help to contribute to our growth.”
11/18/2015
Wells Fargo names Sloan president, chief operating officer
The San Francisco-based bank said Tuesday that Tim Sloan will take on the role effective immediately.
11/18/2015
Fiduciary Trust Company Expands Investment Team
The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests
11/17/2015
Washington Wealth Management Adds Former Merrill Lynch Advisor
Mr. Hilliard is Founder and Managing Director of Freedom Pointe Wealth Advisors
11/17/2015
Merrill Advisors With $500M Go Indy
Squarcia, the founding principal of One Charles, most recently served as a senior resident director at Merrill's Hyannis, Mass.
11/17/2015
Nomura Makes Three Senior Hires in Emerging Markets, Americas
These senior hires demonstrate Nomura's commitment to its Global Markets business in the Americas.
11/17/2015
Facebook’s CTO Mike Schroepfer joins Wealthfront’s Board of Directors
Many companies in the financial services industry believe software is simply a tool that can be purchased with a large enough checkbook,” Wealthfront chief executive Adam Nash wrote in a blog post.
11/17/2015
UBS Hires Four Jefferies Bankers
Switzerland’s biggest bank seeks to build its global technology business.
11/17/2015
Executive exits continue at Boston Private
The bank had more than $2.4 billion in outstanding family residential loans as of June 30, one of the highest totals of any bank based in the state.