02/06/2015
BlackRock Appoints New Head of U.S. iShares ETF Business
BlackRock Inc, the world's largest money manager, has named a new head to lead its iShares exchange-traded funds business in the United States
People Moves
02/06/2015
Hedge fund Trian rejects DuPont’s board seat proposal
Trian Fund Management LP, the Nelson Peltz-led activist hedge fund that owns about $1.8bn in DuPont Co. shares, has rejected a proposal by DuPont to appoint one of its nominees to the firm’s board
02/05/2015
Brian J. Buckley Named to President’s Club at Morgan Stanley Wealth Management
The appointment recognizes Brian’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
02/05/2015
Evercore Wealth Management Promotes Portfolio Manager Brian Pollak to Partner
Prior to joining Evercore Wealth Management, Mr. Pollak was a portfolio manager at AIG Investments
02/05/2015
Quadruple appointment at Grant Thornton
Grant Thornton has announced four new appointments at its Milton Keynes office
02/05/2015
Pimco’s Baker, Dada Said to Retire as Dhoraisingam Leaves
We are grateful for the contributions of those colleagues and wish them the very best in the future
02/05/2015
Baird Recruits Advisers from UBS, Wells Fargo -- Street Moves
A trio of advisers recently defected from UBS Wealth Management Americas and Wells Fargo Advisors to join Baird Private Wealth Management, a unit of Robert W. Baird & Co.
02/05/2015
Lebenthal Asset Management Expands Senior Executive Team
Lebenthal Asset Management has hired industry veterans Lee Pease and Mark Kennard to further the development of the firm’s institutional asset management capabilities and work on broadening distribution into additional channels.
02/05/2015
BlackRock Appoints New Head of U.S. iShares ETF Business
BlackRock Inc, the world's largest money manager, has named a new head to lead its iShares exchange-traded funds business in the United States as it looks to bulk up its biggest market.
02/04/2015
Maples Fund Services Hires New York Based Senior Vice President Focused on Client Solutions
He will be responsible for managing client relationships and expanding opportunities for continued growth of the fund services business in North America.
02/04/2015
U.S. Bank hires new MD for Seattle wealth management unit
U.S. Bancorp's wealth management arm appointed Jan Hendrickson as regional managing director of its private wealth management division
02/04/2015
Ex-Merrill Lynch exec tries to make Focus Financial household name
Chris Dupuy, formerly a top regional executive for Bank of America Merrill Lynch, left the firm a year ago and joined the independent Focus Financial Partners LLC wealth management network
02/04/2015
Deutsche Asset & Wealth Management Adds Private Banker in Los Angeles
Susan serves on the board of NextStep Fitness
02/03/2015
Jan Hendrickson Appointed Regional Managing Director for Ascent Private Capital Management of U.S. Bank in Seattle.
She will be responsible for growing Ascent’s Seattle office and will provide strategic leadership for the office’s nine professionals, who provide investment management, private banking, wealth impact planning, and family office advisory servi
02/03/2015
Advent Capital Management boosts team
Firm Also Adds to High Yield Portfolio Team and Technology Research GroupSpate of Hiring Supports Advent’s Growing Investment Strategies
02/03/2015
BofA poaches banker from Goldman
Bank of America Merrill Lynch has poached AJ Murphy from Goldman Sachs to be co-head of global leveraged finance
02/03/2015
SEC Taps Seasoned In-House Lawyer to Lead Investment Management Unit
The investment management division is tasked with writing regulations for mutual funds, exchange-traded funds, hedge funds and private equity funds.
02/02/2015
Wilmington Trust Expands Fiduciary Tax Department
New additions to the team include John Roberts, Daniel Valentino, and Anthony Ward. The Fiduciary Tax Department is based in Wilmington Trust's headquarters in Wilmington, Del.
02/02/2015
Coutts appoints MD for Western European, American and Resident Non-Domiciled clients
Based in London John will oversee the Western Europe and America’s Desks, with a team of 50 client advisers and support staff.
02/02/2015
Kames Capital strengthens equity team
He joins the team as an investment analyst focussing on North American equities, reporting to Marcus Chandler, Kames’ head of North American equities.