08/14/2013
The Conifer Group Adds Key Personnel, Augments Fund Administration and MBO Units
Expands North American Footprint with Opening of Halifax, Nova Scotia Branch as Hedge Fund Industry Sees Record Growth
08/14/2013
Expands North American Footprint with Opening of Halifax, Nova Scotia Branch as Hedge Fund Industry Sees Record Growth
08/14/2013
He is a senior member of U.S. Bank Wealth Management’s Asset Management Group, assisting in the development and implementation of investment policies, capabilities and resources nationwide, U.S. Bank said in a press release.
08/13/2013
Investment Management is one of KPMG's largest sectors and a core part of the Financial Services line of business
08/13/2013
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Citi has been ramping up its high-net-worth client services in Houston since September 2011
08/12/2013
We are excited that world-class investment professionals continue to choose Neuberger Berman
08/12/2013
We welcome Jewelle to our team
08/12/2013
The addition of a former RBC advisor with $150 million in assets under management.
08/11/2013
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
He joins as a partner and senior money manager based in New York
08/11/2013
Morgan Stanley Wealth Management said Monday it hired a veteran adviser who managed $350 million in client assets at Deutsche Bank.
08/11/2013
He will be based in Milwaukee and will serve the financial planning needs of clients throughout Southeast Wisconsin.
08/10/2013
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
NieuweWeme has worked at ING for 13 years
08/08/2013
She is still negotiating her specific role
08/05/2013
Russell Investments has appointed a global chief investment officer who will direct their asset manager investments and the implementation and the search for new activities worldwide.
08/05/2013
Frederick Buffone has joined the company as a Managing Director and Head of Capital Markets
08/05/2013
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.
08/05/2013
TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida
08/05/2013
UBS AG Switzerland’s biggest lender, has has hired investment banker Steve Pierson from Credit Suisse Group AG amid an effort to bolster coverage of financial-services firms.