09/24/2015
Swiss private bank scoops up $1.3 billion Merrill private banking teamss private bank set to buy RBS's Coutts International - source
Group of three advisers produced $7.8 million in revenue
09/24/2015
PWP Global Macro strategy is a highly liquid, global macro strategy investing in equity indices, currencies, sovereign debt, credit, and commodities.
09/23/2015
Bank of the West appoints wealth management head from BNP
He also brings valuable retail banking experience having served earlier in his career as head of a retail branch group in Paris.
09/23/2015
Bigler Brings Broad-Based Senior Operational Expertise; McCormick Adds Investment Management, Banking, Insurance and Capital Markets Capabilities
09/23/2015
NYC wealth management firm boosts team
He recently published the book, 'A Wealth of Common Sense.'
09/23/2015
He was based in New York, had overseen Treasuries trading at Barclays since 2013 and joined the company in 1999 from Dresdner Kleinwort Benson.
09/23/2015
Lance will provide day-to-day leadership and vision for all aspects of asset management
09/23/2015
This is an exceptional time to join Leumi.
09/23/2015
With nearly two decades of experience in the industry, Kurt brings a unique set of skills and expertise that closely aligns with our investment approach.
09/23/2015
She is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society.
09/23/2015
Private banking giant appoints new managing partner
Before taking on his current job, he ran the firm’s treasury and markets division.
09/22/2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit
Ex-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role; Frank Campanale stepping down as wealth chief
09/22/2015
Gray's partners in the practice include Christina Jesperson, Kevin Terao, Albert Scudder and Judy Tapia.
09/22/2015
The U.S. Department of Justice has hired Hui Chen
09/22/2015
The Partners fund is now exiting all of its relatively liquid investments in externally-managed hedge funds and public stocks to meet client redemption requests
09/21/2015
She will bring a unique international expertise and experience that will benefit both our sovereign and corporate clients.
09/21/2015
Prior to joining Lazard in 2000, he was with Peter J. Solomon after having been a Partner in Ernst & Young's Restructuring Group.
09/20/2015
Mr. Utendahl spent the majority of his 18-year career on Wall Street
09/20/2015
Efforts to bulk up come at a tough time for smaller dealers
09/18/2015
With superb judgment and deep client relationships, Rick, Navid, and Jeff have helped shape Moelis & Company into the leading independent investment bank