03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Raymond James Welcomes $1.9 Million Team from UBS Financial Services
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/06/2014
He will play an active role in advising the Firm on investment strategies, allocation and manager selection.
03/06/2014
Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T
03/06/2014
Atlantic Trust, the U.S. private wealth management division of CIBC oday announced that Charles F. Fowler has joined the firm's Newport Beach office as a vice president.
03/05/2014
Guggenheim Securities hires tech banker from Evercore
He graduated cum laude from the Stern School of Business at NYU with a B.S. in Finance and International Business.
03/04/2014
Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.
03/03/2014
She most recently was national sales manager of the Merrill Lynch Private Banking and Investments Group.
03/03/2014
KPMG International today announced that John B. Veihmeyer has been selected by its board of directors as KPMG's next Global Chairman, to succeed Michael Andrew who is retiring after serving as Global Chairman since May 2011.
03/03/2014
We have looked after US clients for a number of years and are regularly approached by US based advisers, whose clients want to invest in global and European equity mandates.
03/03/2014
She will also work closely across the Wells Fargo enterprise to expand the company’s use of first- and second-tier diverse suppliers.
02/28/2014
Dedrick and Franklin combined have more than 35 years of investment experience and came to Raymond James from Merrill Lynch
02/28/2014
The Pagnato-Karp Group specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families, while overseeing more than $2 billion in client assets.
02/28/2014
The directors of the Company wish to announce the appointment of Pierce B. Dunn as a director of the Company with effect from 26 February 2014.
02/27/2014
A private bank and wealth management company, today announced that Senior Executive Vice President Mike Selfridge has been promoted to Chief Operating Officer.
02/27/2014
Cowen Group, Inc. today announced the appointment of technology veteran, Joseph Bronson, as Strategic Advisor to Cowen and Company's investment banking division
02/27/2014
AllianceBernstein appoints Head of Strategy and Development for Its Fund of Funds Group
He will be based in Los Angeles and report to Marc Gamsin, Head of AllianceBernstein's Alternative Investment Management Group.
02/27/2014
One of JPMorgan Chase’s heads of debt capital markets, Andrew O’Brien, will take on a broader new role overseeing lending activity across the investment bank