08/05/2015
The Private Client Reserve Names Managing Director
The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth.
People Moves
08/05/2015
Wendi Doyle, Catherine Chase Join First Republic
Highly Respected Investment Team From Credit Suisse Joins Century City Office
08/05/2015
UBS Wealth Team With $400 Million Starts Own Boutique With Help
The boutique is named for Las Olas Boulevard, the posh shopping street in Fort Lauderdale.
08/05/2015
Investcorp Names David Tayeh as Head of Corporate Investment - North America
Mr. Tayeh joins from CVC Capital Partners, where he was a partner
08/05/2015
Carl Marks Adds Five Executives to its Invesment Banking and Consulting Team
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
NorthStar Asset Management Group Expands Depth Of Management Team And Enhances Corporate Structure
Prior to joining NorthStar, Mr. Langer was a Managing Director and Partner at Goldman Sachs
08/04/2015
Cantor Hires Credit Agricole’s Elias for Emerging-Market Trading
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
Stifel snags 3 brokers from Morgan Stanley
However, dozens of advisers have left Barclays since the British bank announced it was selling the unit.
08/04/2015
Brightstar appoints Veteran Banker
The change comes as Vincent Donargo, Brightstar’s former CFO, has been named Executive Vice President
08/04/2015
Bank of America Merrill Lynch Hires a Deal Specialist From Goldman
Deal makers have been in demand during a huge run in mergers so far this year
08/04/2015
J.P. Morgan Asset Management appoints new Asia Pacific CEO
He'll continue to report to GIM clients head George Gatch for his funds business role.
08/04/2015
BofA Merrill Lynch Hires Three Advisors From Morgan Stanley
Bank of America Corp's Merrill Lynch said on Tuesday it has hired three financial advisers from Morgan Stanley.
08/04/2015
Alibaba selects a former Goldman Sachs exec to lead its global expansion
Mike Evans was vice chairman of the New York investment bank from 2008 to 2013 and led its operations in Asia.
08/04/2015
First Financial Bancorp Appoints New Director
Indianapolis leader joins the company's board of directors
08/03/2015
Rothschild Asset Management appoints Head of North America Retail Distribution
The appointment underlines the firm's strong commitment to continue building a preeminent asset management business for Rothschild in North America.
07/31/2015
U.S. Bank Wealth hires Robert Zellers to its Private Client Reserve
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
As sales force shrinks, UBS hires brokers with $400 mln
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
UBS, Merrill Lynch Hire Advisers Away From Competitors
The three advisers generated $2.7 million in annual production.
07/31/2015
Steven Cohen Poaches Former Bridgewater Research Head
The company plead guilty to insider-trading charges and agreed to stop managing money for outside clients.
07/31/2015
Matthew Granade to Join Point72 Asset Management as Chief Market Intelligence Officer
Earlier in his career, Granade was an Engagement Manager at McKinsey & Company. Granade