• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

06/15/2015

Macquarie Makes Senior U.S. Equities Distribution and Trading Appointments

“I’m delighted to welcome JT and Peter to our US equities platform

06/12/2015

JPMorgan promotes TMT bankers in reorganization

JPMorgan Chase & Co has promoted several investment bankers in its technology, media and telecom group

06/12/2015

Janney capital markets' future unclear after leader departs

Janney Montgomery Scott said it has no immediate plans to replace departed capital markets head Jordie Maine

06/12/2015

Technology Investment-Banking Star Joins SecureMySocial Advisory Board

SecureMySocial announced today that Maria Lewis Kussmaul, co-founder and partner at AGC Partners, has joined its Advisory Board

06/12/2015

JPMorgan Promotes Dealmaker Kurt Simon to Global Chairman of M&A

Equity capital markets co-head Michael Millman will also run technology investment banking for North America, according to the memo.

06/12/2015

Pioneer hires Dristine for US institutional drive

Dristine will be based in Boston for the asset manager, which is currently owned by Italy’s UniCredit bank.

06/11/2015

Northern Trust Strengthens Wealth Advisory Services Team in New York

Appointed as Senior Regional Wealth Advisor

06/11/2015

Raymond James Hires $665M Morgan Stanley Team

The brokerage has been recruiting advisers who manage sizable assets at a rapid pace

06/11/2015

HSBC Appoints Head of Global Trade and Receivables Finance, US and Canada

Inwha will be responsible for leading and managing GTRF activities across the United States and Canada for Commercial and Global Banking clients.

06/10/2015

Fiduciary Trust Company International boosts team

He will be based in the firm's San Mateo, California office.

06/10/2015

Asset-management giant hires Columbia finance professor

His research spans bond markets, equities, asset management and portfolio allocation, and alternative investments.

06/10/2015

Merrill Team Cracks for Raymond James’s Gain

One senior partner departs for Raymond James Financial

06/10/2015

Wells Fargo FiNet adds brokers from Merrill Lynch

Wells Fargo Advisers Financial Network said a team of four brokers from Merrill Lynch joined its network

06/10/2015

Piper Adds Investment Bankers as Stifel Deal Displaces Talent

Piper Jaffray Cos. is building its investment-banking operation by hiring dealmakers from Sterne Agee Group

06/10/2015

City National Expands New York Team

New Investment Advisors to Serve Wealth Needs of More Clients

06/10/2015

TD Bank Names Robert Zupp to Senior Vice President in Government Banking Product Management

TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida

06/10/2015

NY hedge fund veteran joins James Alpha Management

A NY based veteran in alternative investments, has joined James Alpha Management

06/10/2015

Wealth Access Hires 7 Veterans to Continue Growth

Now reporting on over $20 billion, representing 350% growth and 14-fold increase in users over the last year

06/09/2015

RBC Wealth Management Hires Advisor From Merrill Lynch

RBC Wealth Management,a division of Royal Bank of Canada,said it hired a financial adviser from Merrill Lynch.

06/09/2015

Wynnchurch Capital Announces Partner Promotions

Chris and Ian have been leading contributors to these results for over ten years

  • 1
  • 2
  • 3
  • …
  • 500
  • 501
  • 502
  • 503
  • 504
  • 505
  • 506
  • 507
  • 508
  • 509
  • 510
  • …
  • 686
  • 687
  • 688

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

05-11-2026

IMA adds $400M wealth management team through CFS partnership

05-11-2026

MCF buys Kentucky wealth manager Hoff Bujnoch & Associates

05-11-2026

Franklin Templeton Launches New Private Markets Models with Corastone

05-11-2026

AI can analyze data but it can’t replace trust, says MassMutual wealth chief

05-11-2026

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

05-11-2026

J.P. Morgan named among Barron’s top advisors and teams for 2026

05-14-2026

Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law

05-11-2026

UBS Announces Two New Market Directors in San Francisco

05-15-2026

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

05-15-2026

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

05-15-2026

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

05-15-2026

Building Trust At Scale: How AI Can Make Financial Advice More Human

05-15-2026

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

05-15-2026

Coupa acquires intelligent document processing partner Rossum

05-15-2026

This is the most underrated retirement savings move, says RBC Wealth Management’s head of retirement solutions

05-15-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS