08/05/2015
Scott Bessent, who has been overseeing George Soros' US$30 billion fortune for the last four years and whom some consider Soros' protege, will leave at the end of 2015 to start his own hedge-fund firm.
08/05/2015
The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth.
08/05/2015
Highly Respected Investment Team From Credit Suisse Joins Century City Office
08/05/2015
The boutique is named for Las Olas Boulevard, the posh shopping street in Fort Lauderdale.
08/05/2015
Mr. Tayeh joins from CVC Capital Partners, where he was a partner
08/05/2015
Benjiman Godbout, who joins the firm’s consulting team in the role as vice president, brings 10 years of financial services experience
08/05/2015
Prior to joining NorthStar, Mr. Langer was a Managing Director and Partner at Goldman Sachs
08/04/2015
Cantor Fitzgerald LP hired Rafael Elias from Credit Agricole SA as a managing director as it continues to bolster its emerging-market operations.
08/04/2015
However, dozens of advisers have left Barclays since the British bank announced it was selling the unit.
08/04/2015
The change comes as Vincent Donargo, Brightstar’s former CFO, has been named Executive Vice President
08/04/2015
Deal makers have been in demand during a huge run in mergers so far this year
08/04/2015
He'll continue to report to GIM clients head George Gatch for his funds business role.
08/04/2015
Bank of America Corp's Merrill Lynch said on Tuesday it has hired three financial advisers from Morgan Stanley.
08/04/2015
Mike Evans was vice chairman of the New York investment bank from 2008 to 2013 and led its operations in Asia.
08/04/2015
Indianapolis leader joins the company's board of directors
08/03/2015
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
Before joining U.S. Bank, Zellers was a portfolio manager with BMO Private Bank and its predecessor organizations for 30 years, the company said.
07/31/2015
On Monday, UBS Wealth Management Americas reported it had 6,948 financial advisers as of June 30, down from 6,982 at the end of March and more than 7,100 a year earlier.
07/31/2015
The three advisers generated $2.7 million in annual production.
07/31/2015
The company plead guilty to insider-trading charges and agreed to stop managing money for outside clients.