03/31/2014
Manulife Asset Management Private Markets today announced that Ilene Kelman, CFA, has joined the organization as Marketing Director for Private Placements and Commercial Mortgages.
03/28/2014
Global professional services company Towers Watson today announced that Steve Carlson has been appointed Americas head of the company’s Investment business, effective immediately.
03/28/2014
Signature Bank a New York-based full-service commercial bank, announced today the addition of three private client banking teams, bringing the total number of teams to 92.
03/27/2014
TD Wealth Bolsters Wealth Management Team
TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank, America’s Most Convenient Bank, and its affiliates.
03/26/2014
Citigroup Hires Capital One Exe
Citi announced today that Heather Cox has been named Chief Client Experience, Digital and Marketing Officer for Global Consumer Banking.
03/26/2014
The broker tug-of-war between Morgan Stanley and UBS Wealth Americas in Florida continued this month as veteran adviser David Behar jumped to Morgan Stanley after nine years with UBS.
03/26/2014
U.S. Bank Wealth Management has named Alex Kramer its Milwaukee market leader for the Private Client Reserve of U.S. Bank.
03/25/2014
Carlyle recruits JPMorgan top executive to be co-president
He's a highly talented executive and has been an integral part of our management team, as our CFO for six years and as co-CEO of the CIB.
03/25/2014
Earlier in his career with HSBC Holdings, John was CFO for HSBC Insurance and CFO for the Consumer & Mortgage Lending business.
03/24/2014
Deutsche Bank’s fund-administration business has lost a key executive. John Wallace, a managing director who formerly co-headed the alternative fund services group.
03/20/2014
Asset management firm Lyxor Asset Management on Thursday announced two senior management appointments within Lyxor AM Inc. The appointments will be effective in August this year.
03/20/2014
Cohen’s SAC Hires CIA-Backed Palantir to Strengthen Surveillance
SAC was set to name an independent compliance consultant who will be approved by the government, according to prosecutors
03/20/2014
Vontobel hands equity star Jain new senior role
Vontobel Asset Management has named Rajiv Jain as co-CEO of its New York-based quality growth equity boutique, the Swiss group has announced.
03/20/2014
President of Apollo Global to Step Down
Marc Spilker, the president of Apollo Global Management, plans to leave the giant private equity firm
03/20/2014
Soheil Galal joined J.P. Morgan Asset Management as managing director and global client portfolio manager within the firm’s asset management solutions-global multiasset group.
03/19/2014
Jefferies Appoints Forest City Ratner CEO Gilmartin as Director
He will be an independent director, Jefferies said today in a statement.
03/19/2014
NewTower Trust Company announced today that the Honorable Kathleen Kennedy Townsend has joined its Board of Directors.
03/19/2014
The role had been held by KPMG in the US Chairman and CEO John Veihmeyer, who was recently appointed as KPMG's Global Chairman.
03/18/2014
Deutsche Asset & Wealth Management Expands Private Client Team
Deutsche Asset & Wealth Management has hired a Regional Executive and a Client Advisor in Greenwich to broaden its distribution of wealth planning advice and investment solutions to wealthy individuals and families.
03/18/2014
BlackRock Hires JPMorgan’s Jones as Stock Investment Chief
BlackRock Inc. hired JPMorgan Chase & Co. Christopher Jones as chief investment officer for stocks in the Americas as the world’s biggest money manager seeks to bolster its active equity business.