10/31/2013
Wilmington Trust Bolsters Advisory Team in Florida
Wilmington Trust is ramping up its resources in Florida
People Moves
10/31/2013
Barclays promotes Attea to co-head of US securitized products
The firm has been one of the most consistent, top players in structured finance
10/30/2013
USvWealth Manager epands team with senior hire
Prior to joining Evercore Wealth Management, Mr. Trenchard was a lead advisor at U.S. Trust for nine years, based in Hartford, Connecticut and responsible for local business development.
10/30/2013
JPMorgan Chase executive announces retirement
It has been a privilege to serve this community
10/29/2013
UBS lands team of four advisers from Merrill Lynch
UBS AG unit Wealth Management Americas said on Wednesday it hired a team of four financial advisers for its UBS Private Wealth Management office in Los Angeles.
10/29/2013
The Blackstone Group hires longtime Merrill Lynch banker
The Blackstone Group has hired longtime Merrill Lynch banker Deann Morgan, Fortune has learned.
10/29/2013
Gibraltar Private Bank & Trust names new President
Gibraltar Private Bank & Trust on Wednesday named Angel Medina, Jr. president, expanding his role at the Coral Gables-based bank that focuses on private banking and wealth management.
10/29/2013
Lazard Capital Markets CEO Leaves After Strategy Review
Lazard Capital Markets LLC, the closely held brokerage controlled by current and former Lazard Ltd. employees, said Chief Executive Officer William Buchanan resigned after the firm completed its strategic review.
10/28/2013
Bank of America appoints a new Market President for Denver, Colorado
She brings outstanding leadership credentials to the role, including her current position as managing director, Heartland market executive, for Merrill Lynch U.S. Wealth Management.
10/28/2013
1st Global Hires New Chief Information Officer
It is critical to provide our affiliated firms with systems and technology that is intuitive, reliable and allows them to spend more time with their client
10/28/2013
JPMorgan Names Energy Banker Castaldo Managing Director
Castaldo, who worked at Citigroup Inc. before joining Bank of America in 2006, helped advise Apache Corp. on its $7 billion purchase of assets from BP Plc in 2010.
10/28/2013
Credit Agricole CIB Names another Head of Financial Institutions Group in the Americas Jorge Fries Also Appointed Group's Head of Insurance Sector
Crédit Agricole CIB Names Head of Financial Institutions Group in the Americas
10/27/2013
U.S. Bancorp Replaces Head of High-Net-Worth Business
He has been deeply involved in helping build The Private Client Reserve and brings strong depth of knowledge and a passion for the wealth management business.
10/27/2013
John Hancock boosts Institutional Team
John Hancock Investments announced that it recently hired three new managing directors on its Institutional team.
10/27/2013
JPMorgan Names Head of Wealth Management Division
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
10/27/2013
Former SEC Enforcer Joins KPMG
He was responsible for oversight of the division's accounting and auditing-related investigations.
10/24/2013
U.S. Bank Wealth Management boosts team
New director of business strategy for The Private Client Reserve of U.S. Bank, which serves high-net-worth individuals, families and foundations.
10/23/2013
Capstone Financial Group, Inc. Announces Steve Lee as a Senior Vice President
Steve is a seasoned and prolific recruiter who will be a great ambassador for Capstone Financial Group
10/23/2013
OppenheimerFunds Enhances Marketing Capabilities with Three Senior Hires
OppenheimerFunds has enhanced its capabilities across key marketing disciplines including brand marketing, market planning and strategy, and product development with the addition of three senior hires.
10/22/2013
Barclays Wealth boosts Florida team
She will be responsible for implementing the organization's global wealth management programs and sophisticated investment alternative strategies to high net worth individuals, foundations, corporations and not-for-profit organizations.