11/13/2014
Lazard investment banking head to become advisor at US Treasury
Antonio Weiss, global head of investment banking at Lazard, will be nominated by President Barack Obama as the U.S. Treasury Department’s top domestic finance official, the White House said in a statement.
11/12/2014
Wells Fargo nets $972M JPMorgan team
The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.
11/12/2014
Canaccord Genuity expands investment banking group
He will be based in Washington, DC and will focus on leveraging Canaccord Genuity's global capabilities to deliver a broad range of investment banking services
11/12/2014
PwC Announces New Tax Leader for Florida
Tax Veteran Brings Twenty-Three Years of Experience to the Role
11/12/2014
Evercore Wealth Management expands team
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/12/2014
BlackRock Inc is reorganizing its sales force and has hired Lee Beck, a former managing director with J.P. Morgan Funds, to oversee sales to wirehouses
11/12/2014
Archvest was founded by investment advisers Eric Lai and John Wenzel, who together had managed $100 million in client assets at their Walnut Creek, California-based firm.
11/11/2014
Deutsche Asset & Wealth Management adds Private Bankers in New York
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker
11/11/2014
Wells Fargo Hires a Team From J.P. Morgan Private Bank -- Street Moves
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue, a Wells Fargo spokeswoman said.
11/11/2014
New York financial regulator Benjamin Lawsky may leave his post in the coming months after helping extract record settlements from major banks and proving a thorn in the side of other authorities
11/11/2014
Venture Global LNG hires Morgan Stanley Vice Chairman as new CEO
Venture Global LNG, Inc. has hired William M. Wicker to lead the company as CEO.
11/11/2014
JPMorgan Chase & Co. appointed former Australian Prime Minister John Howard to its global advisory group.
11/11/2014
Neuberger Berman appoints former McKinsey partner as head of client service
Dufetel is currently a member of the board of directors for CityHarvest, a non-profit organisation committed to ending hunger in communities throughout New York City.
11/10/2014
Jefferies Group LLC named Tim Sullivan to head U.S. high-yield bond trading, according to a person briefed on the matter.
11/07/2014
He was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where he served as a Private Client Advisor.
11/07/2014
High-profile brokers depart Merrill Lynch wealth management
A number of high-profile brokers have left Bank of America Corp's Merrill Lynch wealth management unit in recent weeks, and top executives at the company have grown concerned enough to ask business head John Thiel to explain the departures
11/07/2014
The New York-based firm manages $70.8 billion in assets
11/06/2014
Morgan Stanley boosts emerging markets team
He’ll be based in New York and report to Michael Kushma, 57, chief investment officer for fixed-income.
11/05/2014
Former RBC President joins the Board of Directors of BCE
His unparalleled experience as chief executive of Canada's largest financial institution, and his renowned commitment to sound corporate governance and strong risk management practices, will be tremendous assets to BCE shareholders," said Tom O&
11/05/2014
Bank of Nova Scotia said Tuesday it will take $451-million in restructuring and other charges, surprising analysts who characterized the overhaul as unusual outside a crisis period and something that could weigh on the valuation of other Canadian banks.