03/03/2014
KPMG International today announced that John B. Veihmeyer has been selected by its board of directors as KPMG's next Global Chairman, to succeed Michael Andrew who is retiring after serving as Global Chairman since May 2011.
03/03/2014
We have looked after US clients for a number of years and are regularly approached by US based advisers, whose clients want to invest in global and European equity mandates.
03/03/2014
She will also work closely across the Wells Fargo enterprise to expand the company’s use of first- and second-tier diverse suppliers.
02/28/2014
Dedrick and Franklin combined have more than 35 years of investment experience and came to Raymond James from Merrill Lynch
02/28/2014
The Pagnato-Karp Group specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families, while overseeing more than $2 billion in client assets.
02/28/2014
The directors of the Company wish to announce the appointment of Pierce B. Dunn as a director of the Company with effect from 26 February 2014.
02/27/2014
A private bank and wealth management company, today announced that Senior Executive Vice President Mike Selfridge has been promoted to Chief Operating Officer.
02/27/2014
Cowen Group, Inc. today announced the appointment of technology veteran, Joseph Bronson, as Strategic Advisor to Cowen and Company's investment banking division
02/27/2014
AllianceBernstein appoints Head of Strategy and Development for Its Fund of Funds Group
He will be based in Los Angeles and report to Marc Gamsin, Head of AllianceBernstein's Alternative Investment Management Group.
02/27/2014
One of JPMorgan Chase’s heads of debt capital markets, Andrew O’Brien, will take on a broader new role overseeing lending activity across the investment bank
02/25/2014
Glenmede, a privately-held and independent investment and wealth management firm, today announces that Christopher F. Poch joins as Director of Business Development and member of the Management Committee.
02/25/2014
Mitch Ackles and Ron Geffner have been re-elected president and vice president, respectively, of the Hedge Fund Association.
02/25/2014
Chandler Root, Merrill Lynch's market executive for the U.S. southwest region, is being transferred to a new post in an apparent demotion
02/25/2014
State Street Names Vice Chairman
Previously, he led international for State Street’s Global Services and Global Markets businesses.
02/25/2014
Two new members have been added to the Raymond James Financial Inc. Board of Directors, Raymond James announced Monday.
02/25/2014
With the addition of these six individuals, the company's senior leadership team now includes 28 Principals, highlighting its commitment to growing the firm.
02/24/2014
PNC Bank has named John Banitt senior vice president and senior investment adviser of wealth management in Palm Beach County.
02/21/2014
The former joins from Bank of New York Mellon Alternative Investment Services; the latter is treasurer for the Chattanooga Tax Practitioners.
02/21/2014
First Republic Private Wealth Management expands Boston team
Highly Respected Investment Team From Morgan Stanley Joins Boston Office
02/21/2014
BNY Mellon Wealth Management is ramping up its business development efforts in New York, Chicago, San Francisco and Philadelphia.