08/19/2014
Citi Private Bank boosts West Coast team
He will report to Lisa Roberts, head of Citi Private Bank in Northern California.
People Moves
08/19/2014
Janney Hires 2 Wells Fargo Advisors
Lynfield was senior vice president at Wells Fargo for the past 28 years and is joined at his new practice--called Lynfield Kozik Investment Group--by Mike Kozik, a CFP who spent his eight-year career at Wells Fargo.
08/19/2014
Pimco Hires Former Moore Capital Manager Fahmi for Bonds
The breadth of his experience and his passion for investing will serve our clients well
08/19/2014
BofA's Montag becomes sole COO as co-COO relocates
Montag will continue to head the investment banking and capital markets businesses
08/19/2014
Okabena CEO is leaving the Dayton family's wealth management firm
Okabena Co. CEO Christine Galloway will retire at the end of the year, the Minneapolis-based wealth management firm said Monday.
08/18/2014
Deutsche Bank Asset and Wealth Management Team Joins HPM Partners New York
Ben Pace, former CIO at Deutsche Bank Asset & Wealth Management Multi Asset Group, and eight members of the Portfolio Consulting Group have joined HPM Partners, an independent investment and financial services advisory firm
08/18/2014
L&G US equity head quits in latest manager departure
Legal & General Investment Management's head of US equities Nigel Holland has left the firm, after his fund was merged away last month.
08/18/2014
A Top Lieutenant of Steven Cohen Departs
Mr. Conheeney, 50, will be succeeded by Douglas Haynes, 48, a former McKinsey & Company director
08/18/2014
Cantor Fitzgerald hires Goldman Sachs' Americas e-FX sales head
McElreath had been working in FX sales at Goldman Sachs since 2010
08/18/2014
Allianz Global Investors hires Joe Moody from Pacific Global
Moody will report to Arun Ratra, head of global solutions
08/17/2014
Boston Private Bank boosts CA wealth team
She will supervise Boston Private's multiple banking offices and the development of intercompany partnerships.
08/17/2014
Deloitte CEO to retire and pursue public service
Echevarria also serves on the President's Export Council
08/15/2014
Ex-U.S. SEC chair named to serve on Wall Street regulatory board
The Financial Industry Regulatory Authority announced the appointment following a vote held during the group's annual meeting in Washington, D.C.
08/15/2014
Raymond James hires UBS broker amid push for recruiting
Raymond James predicting its best recruiting year since financial crisis
08/15/2014
U.S. Bank hires adviser from JPMorgan Private Bank
He has more than 15 years of experience in the financial industry.
08/14/2014
US hedge fund Tudor hires brace from London rival
The fund, with $270 million under management, is currently up 6.4% year-to-date, according to person close to the fund.
08/13/2014
Fiduciary Trust taps Rockefeller vet as new CEO
His extensive background in wealth management and his strategic vision will be great resources for Fiduciary Trust in the years ahead
08/13/2014
Wells Fargo's wealth management unit boosts LA team
He was senior vice president of trust and estate at Merrill Lynch, providing investment advice and wealth transfer strategies for clients.
08/13/2014
Evercore names MD
Initially he will be based in Evercore’s office in London, and later will relocate to New York.
08/13/2014
Deutsche Asset & Wealth Management appoints Head of Consultant Relations, Americas
She is the latest high-profile strategic senior hire by DeAWM