08/26/2013
Morgan Stanley hires big adviser teams from rivals
The four-adviser team managed a combined $1.5 billion in client assets and had annual revenue production of $6.1 million at their previous firms
People Moves
08/25/2013
GoldenTree Hires Barclays’ Marshall for Business Development
There have been $61 billion of collateralized loan obligations raised globally this year
08/25/2013
Mitsubishi UFJ Financial Group Inc. : Union Bank Appoints A New Senior Executive Vice President and General Counsel
He will join the company as Senior Executive Vice President and General Counsel for the bank and its holding company, UnionBanCal Corporation.
08/22/2013
BBVA Compass combines Wealth & Retail Banking group
He will lead the new combined Wealth & Retail Banking group.
08/20/2013
Cantor Fitzgerald expands Fixed Income Sales and Trading Team
Cantor Fitzgerald announced the appointment of Stephen Elliott and James M. Freeman as Managing Directors to of the fixed income sales and trading team.
08/20/2013
The Carlyle Group appoints MD
The Carlyle Group named Matthew J. O’Connor a Managing Director on the power investing team.
08/20/2013
Wells Fargo to cut 2,300 Mortgage Jobs as Refinancing Slows
Wells Fargo & Co , the largest mortgage lender in the United States, will cut 2,300 jobs in its home loan business because fewer customers are refinancing as interest rates rise
08/20/2013
Munich Re Appoints New CFO for North American Life Business
Munich Re, a global leader in reinsurance, announced that Simon Curtis will be joining as Chief Financial Officer for the North American Life business.
08/20/2013
UBS gains adviser with $4.8B from Morgan Stanley
John Rasweiler, a prominent Morgan Stanley adviser in New Jersey, has joined UBS Financial Services Inc
08/20/2013
Macquarie Hires Morgan Stanley’s Michael Gray for U.S. Equities
Mossadeghi has previously worked at Susquehanna International Group LLP and Barclays Plc, according to the statement.
08/19/2013
BBVA Compass expands private banking team
In his new role, Chiappara will focus on serving ultra-high-net-worth clients and select private institutions in the United States.
08/19/2013
JMP Group boosts Equity Research team
JMP Group Inc an investment banking and alternative asset management firm, announced that Devin P. Ryan has joined JMP Securities, JMP Group's broker-dealer subsidiary, as a managing director and senior research analyst following the capital markets
08/19/2013
JPMorgan close to picking two new directors: source
JPMorgan Chase & Co is close to naming two new directors with finance and risk management expertise to its board
08/18/2013
KKR appoints Senior Advisor
Kohlberg Kravis Roberts & Co. L.P. announced the appointment of Joseph J. Plumeri, former chairman and chief executive officer of The Willis Group, as a Senior Advisor.
08/15/2013
UBS names new US Prime Brokerage head
UBS named Reinhardt Olsen global head of prime brokerage in June, according to a report in Hedge Fund Intelligence. Paul Galietto, the previous head, took over as head of equities for the Americas this year after Peter Forlenza left to join Jefferies Grou
08/14/2013
JPMAM appoints new manager to Sterling Corporate Bond fund
Connecticut-based NorthStar Wealth Partners has added an $866 milion wealth management team that has increased the firm's assets under management to $2 billion.
08/14/2013
BMO Private Bank Hires Senior Private Banker in Chicago
She Brings Over 25 Years of Chicago-Based Wealth Management Experience to Her New Role
08/14/2013
Raymond James Expands Private Client Group Management​
Raymond James has announced a key senior management appointment in its Private Client Group.
08/14/2013
Bank of Washington appoints new president, CEO
The Bank of Washington has announced the appointment of Martin A. Steele as its new president and chief executive officer.
08/14/2013
UBS Appointment Aims to Lure Corporate Clients
UBS is looking to enhance its work with corporate clients with the appointment of Jonathan Brooks as sales director.