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
07/30/2014
In addition to his teaching duties – he also instructed at the University of North Carolina at Chapel Hill and the University of Pennsylvania – Flannery is also a Model Validation Council member at the Federal Reserve, a senior adviser at the
07/30/2014
Robert Satterfield joined Morgan Stanley's Washington, D.C., office on Monday from a UBS office nearby where he managed $180 million in client assets and produced $1.6 million in revenue in the last 12 months.
07/30/2014
Leading investment manager appoints Head of Private Client, Trust Bank & Family Office
Leading investment management company hasannounced it has made a substantial move forward in the evolution of its distribution organization with two new hires.
07/30/2014
The San Diego, California-based Washington Wealth Management employs about 50 brokers and staff managing a combined $1 billion in assets.
07/29/2014
Hightower has picked up a team on the West Coast, its 43rd team to join the partnership.
07/29/2014
Bank of America Merrill Lynch has made two new internal hires as co-heads of global equity capital markets, as activity in the sector surges amid strong market conditions and low volatility.