06/03/2015
Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield
06/03/2015
He is fluent in French and Vietnamese.
06/03/2015
Fiduciary Trust Company today announced the appointment of Anne K. Trinque as General Counsel and Corporate Secretary
06/03/2015
Morgan Stanley spokeswoman Christine Jockle confirmed the brokers' departures.
06/02/2015
HSBC Holdings Plc is planning to cut thousands of jobs globally and is set to make an announcement next week, Sky News reported on Monday, citing unidentified sources.
06/02/2015
Former RBC EVP and General Counsel joins Dentons
Prior to joining Dentons he was Executive Vice President and General Counsel at RBC, a position he held from 2000 until April of this year.
06/02/2015
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
06/02/2015
In addition to serving as chair of Wilshire Consulting's Investment Committee, Foresti chairs Wilshire Associates
06/02/2015
Atlantic Trust announces new senior hires
Prior to joining Atlantic Trust, Lyons was a tax and audit associate at Stevens, Henry & Mathews LLP
06/02/2015
Bob is a magna cum laude graduate of Amherst College
06/02/2015
Energy banker leaves Barclays for BofA
A Bank of America representatives confirmed the contents of the memo. A Barclays representative declined to comment.
06/02/2015
Eric Williams and John Schieve joined Wells Fargo FiNet, as the division is known, at an office outside of Indianapolis, where the two had previously worked for UBS managing a combined $106 million in client assets.
06/02/2015
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
06/02/2015
She brings more than 17 years of experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments.
06/01/2015
David Wells, one of Goldman Sachs' top public-relations officers, is moving to the Investment Management Division
06/01/2015
Activist Hedge Fund poaches a top Citigroup executive
The appointment is an infusion of new blood into Elliott
06/01/2015
Invesco’s fixed income unit has handed its newly-appointed head of emerging markets, Rashique Rahman
06/01/2015
U.S. Bank names Bellman MD-investments at wealth management unit
He joins Ascent from PNC Financial Services Group Inc , where he served as a regional investment director.
06/01/2015
Wall Street firm names head of private wealth management
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
05/29/2015
Canaccord Genuity hires 3 senior capital markets professionals
Briggs will head sponsored coverage, calling on and coordinating all efforts with the private equity community for Canaccord Genuity nationwide.