11/12/2014
Evercore Wealth Management expands team
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/12/2014
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/12/2014
BlackRock Inc is reorganizing its sales force and has hired Lee Beck, a former managing director with J.P. Morgan Funds, to oversee sales to wirehouses
11/12/2014
Archvest was founded by investment advisers Eric Lai and John Wenzel, who together had managed $100 million in client assets at their Walnut Creek, California-based firm.
11/11/2014
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker
11/11/2014
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue, a Wells Fargo spokeswoman said.
11/11/2014
New York financial regulator Benjamin Lawsky may leave his post in the coming months after helping extract record settlements from major banks and proving a thorn in the side of other authorities
11/11/2014
Venture Global LNG, Inc. has hired William M. Wicker to lead the company as CEO.
11/11/2014
JPMorgan Chase & Co. appointed former Australian Prime Minister John Howard to its global advisory group.
11/11/2014
Dufetel is currently a member of the board of directors for CityHarvest, a non-profit organisation committed to ending hunger in communities throughout New York City.
11/10/2014
Jefferies Group LLC named Tim Sullivan to head U.S. high-yield bond trading, according to a person briefed on the matter.
11/07/2014
He was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where he served as a Private Client Advisor.
11/07/2014
A number of high-profile brokers have left Bank of America Corp's Merrill Lynch wealth management unit in recent weeks, and top executives at the company have grown concerned enough to ask business head John Thiel to explain the departures
11/07/2014
The New York-based firm manages $70.8 billion in assets
11/06/2014
He’ll be based in New York and report to Michael Kushma, 57, chief investment officer for fixed-income.
11/05/2014
His unparalleled experience as chief executive of Canada's largest financial institution, and his renowned commitment to sound corporate governance and strong risk management practices, will be tremendous assets to BCE shareholders," said Tom O&
11/05/2014
Bank of Nova Scotia said Tuesday it will take $451-million in restructuring and other charges, surprising analysts who characterized the overhaul as unusual outside a crisis period and something that could weigh on the valuation of other Canadian banks.
11/05/2014
Deutsche has been on a recruiting push as part of its plans to build up its wealth management business
11/05/2014
European multi-asset house AXA Investment Managers has added a new chief to its US client group as part of a swift and aggressive drive into the American market.
11/05/2014
Portnoy will use his broad investing, research, and writing experience to develop new investment educational and solutions-oriented content for financial advisors and clients who invest in Virtus offerings, including the Virtus Mutual Funds.
11/05/2014
He has assisted transactions in the business services, consumer, industrials, healthcare, and technology sectors.