08/05/2014
JPMorgan’s Top Retail Banking Lawyer Said to Depart
The firm’s retail division had $21.9 billion in revenue in the first six months of 2014, the most of the bank’s four main businesses, according to a financial statement.
08/05/2014
Former HSBC emerging market debt specialist Margé Karner has joined American Century Investments to help build the asset manager’s non-domestic bond fund range.
08/05/2014
Adams and Saxman will join from Citigroup where they were Global Co-Heads of Acquisition and Divestitures
08/05/2014
He also represents fund managers, investors and third-party marketers of private investment pools.
08/05/2014
He reports to Sai Devabhaktuni, Pimco’s head of corporate distressed portfolio management.
08/05/2014
He has more than 30 years experience in consumer and corporate banking operations, previously serving in senior-level roles at DTCC and, before that, at Citigroup, where he was Global Processing Head of Capital Markets Operations.
08/04/2014
Harvard Management Company apppoints public equity team head
The $32.7 billion endowment fund wants Ryan to manage the endowment’s global equities portfolio and work with the entity’s list of external manager relationships.
08/04/2014
Invesco appoints UBS director to multi asset team
The eight-strong team already includes fund managers, Dave Jubb and Richard Batty, Product Director Georgina Taylor and Risk Manager Gwilym Satchell.
08/04/2014
Investment return and principal value will fluctuate, and it is possible to lose money by investing.
08/04/2014
Former Morgan Stanley Exec Goes to Ziegler
He joins Ziegler with over 30 years of experience from Morgan Stanley and predecessor firms.
08/01/2014
The Firm currently has over 70 employees and through its subsidiaries and affiliates oversees approximately $2.3 billion of client assets, as well as 16 branch office locations nationwide.
08/01/2014
Pioneer Investments, a leading global asset management firm, today announced that Lisa M. Jones has been named Head of the U.S.
08/01/2014
The team, known as Rogers Norton Wealth Management Group of Raymond James, joins from UBS Financial Services in Portland, where they managed more than $200 million in client assets and had annual fees and commissions of about $1.9 million.
07/31/2014
LaBerge, who will be based in New York, was previously with Scottish Widows Investment Partnership
07/31/2014
He will be succeeded by Eric Martin, head of internal audit. Frank Roncey, head of retail and corporate risk management, becomes head of risk management, replacing Michel Konczaty, who was appointed deputy COO, the company said.
07/31/2014
Tom Prickett, formerly a senior trader in the Sterling swaps business, took over Ferry’s earlier duties, Marchiony said.
07/31/2014
Former President of Merrill Lynch Global Wealth Management Joins largest international partnership of independent wealth management firms
Newest Focus Board Member Brings More Than Three Decades of Experience from Wall Street Firm
07/31/2014
He is the Senior Executive Vice-President, CIBC and Group Head, Wealth Management. He succeeds Gerry McCaughey, who will retire as of September 15, 2014.
07/30/2014
The chief financial officer for Citigroup Inc's Institutional Clients Group, Jerry Bailey, is retiring and will be replaced by Mark Mason, currently chief executive of the company's private bank, according to a memo sent to employees on Tuesday.
07/30/2014
Recent hires at StanChart look to build on Thomas Kikis' new role in New York after he relocated from Singapore in June