03/23/2015
Wells Fargo Insurance appoints Head of National Cross- Sell Team
Based in Dallas, she will lead the national cross-sell strategy and partner with local insurance teams, national resources and bank leaders to identify opportunities to help Wells Fargo customers manage risk and meet their insurance needs.
03/23/2015
Kremers took over as Merrill Lynch's director for the Desert Inland Empire Complex, overseeing roughly 75 brokers at four branches near Palm Springs, California.
03/20/2015
He has served firms and clients within the investment industry since the mid-1990s.
03/20/2015
He will be based at Marsh & McLennan’s corporate headquarters in New York City.
03/20/2015
Signature Bank Names Team for White Plains Office
Mooney had spent a decade at JPMorgan Chase
03/19/2015
She began her career with AG Edwards
03/19/2015
QIC has hired two senior infrastructure executives to lead its US and UK/European infrastructure operations
03/19/2015
Boston Common has $2.1 billion in assets under management
03/19/2015
Rothschild Asset Management Announces Appointment of CEO
The appointment underlines the firm's strong commitment to continue building a pre-eminent asset management business for Rothschild North America.
03/19/2015
Newton Investment Management, part of BNY Mellon, has announced the appointment of Henrietta Jowitt and Susan Noble as independent non-executive directors to its board
03/19/2015
Morgan Stanley shuffles wealth and securities executives
In a separate memo, Gorman said Morgan Stanley is also adding three executives to two internal business committees.
03/19/2015
Mellon Wealth Management hires senior wealth director
He previously served as a regional vice president with Fisher Investments where he worked on developing a high net worth client program.
03/19/2015
Private Client Reserve adds two; more
03/18/2015
U.S. Bank's Private Client Reserve offers wealth management services to individuals and families with a net worth of $3 million or more.
03/18/2015
In this role he will develop state of the art placement strategies, ensuring that JLT Specialty USA’s commitment to superior service and product delivery are a prominent part of the company’s value proposition in the energy industry space.
03/18/2015
Blackstone agreed last October to spin off its advisory operations in the second half of this year
03/17/2015
O’Neal’s hire kicks the Lucia’s acquisition plans into high gear
03/17/2015
Froude, 59, who has been with Ameriprise since 2008, will remain with the firm to work on field operations and other projects
03/17/2015
Bank of America Merrill Lynch has to file a form within 30 days
03/17/2015
Morgan Stanley, which employs more than 16,000 brokers, said Mr. Schwala is based in Beverly Hills, Calif.