06/30/2015
Goldman Sachs names new global commodities sales chief
She is currently head of commodities sales for the Americas and co-head of Latin American corporate sales, the memo obtained by Reuters showed.
People Moves
06/30/2015
BNY Mellon appoints senior wealth director
She will report to BNY Mellon Wealth Management Managing Director Luis Castellanos
06/30/2015
Oppenheimer appoints new head of debt capital markets and syndication
He will be based out of Oppenheimer's New York headquarters and report to Robert S. Lowenthal, Senior Managing Director Global Head of Fixed income.
06/30/2015
SSG Capital Advisors Announces Team Additions, Honors
SSG Capital Advisors announced the addition of four investment banking professionals to their team, adding to the firm’s capabilities and capacity, and supporting the growth of its platform.
06/30/2015
Rokos Hires Nomura Economist Cailloux Before Hedge Fund Startup
Chris Rokos, a former top trader at Brevan Howard Asset Management, hired economist Jacques Cailloux from Nomura Holdings Plc to help start his new hedge fund.
06/30/2015
J.P. Morgan appoints New Head of Defined Contribution for Global Strategic Relationships
He previously led relationship management initiatives across all product lines for some of the Capital Group's largest distribution partners, including Fidelity, Vanguard, T. Rowe Price, Pershing and TD Ameritrade.
06/29/2015
KBK Wealth Management Launches 'Developing Advisor Program'
The future of our business and industry depends on the next generation of advisers being technically proficient and able to function as a business owner.
06/29/2015
Bank of the West appoints UHNW Business head
Under his leadership Bank of the West Wealth Management Group will deliver customized solutions to ultra high net worth clients throughout the United States.
06/29/2015
Community West Bancshares boosts board of directors
Community West Bancshares, the parent company of Community West Bank today announced that James W. Lokey has been appointed to its Board of Directors and to the Board of Directors of Community West Bank, the Company's wholly owned subsidiary.
06/29/2015
Banking Executive Joins Marakon Management Consulting at Charles River Associates
TT Badrinath Further Expands Marakon’s Offering in the Financial Services Sector
06/29/2015
New York Life Hires Blackstone’s Gelb for Private-Equity Role
New York Life Insurance Co. hired former Blackstone Group LP Senior Vice President Sean D. Gelb as chief financial officer
06/29/2015
Deutsche Asset & Wealth Management Loses $3.25B mega team to Dynasty
The latest recruits dwarf the largest team Dynasty recruited so far this year: a Morgan Stanley team that managed $800 million.
06/26/2015
Former Hedgie Joins Robertson Stephens Advisors
Mr. Arella has over 20 years industry experience in executive management
06/26/2015
Credit Suisse names new co-heads of global FIG M&A-memo
A Credit Suisse representative confirmed the memo's contents.
06/26/2015
Bertarelli family office names new head of Gurnet Point Capital Fund
GPC will have an initial allocation of US$2billion of capital to invest, with a mandate to lead its global healthcare investment strategy.
06/26/2015
Former US Treasury Attorney-Advisor joins EY
She also assisted in the development of the Treasury Department and IRS priority guidance plan.
06/26/2015
KeyCorp Hires Leader for Family Wealth Management Division
Poth first worked with Key while he was with the consulting firm EY
06/26/2015
Beazley Broadens its Crime & Fidelity Bond Team
Mr. Kontonotas has seven years of underwriting experience
06/25/2015
Chairman of Puerto Rico bank resigns amid economic crisis
The chairman of Puerto Rico's Government Development Bank announced Wednesday that he will step down as the U.S. territory tries to emerge from an economic crisis.
06/25/2015
RBC Wealth Management grabs $1.2B team from Merrill Lynch
The hires are part of the firm's broader plans to seek out high-quality financial advisers