05/12/2013
UBS hires Merrill private wealth team in Florida
It has hired two veteran private wealth advisers and their team from Bank of America
People Moves
05/12/2013
Greenleaf & Burleson Wealth Management boosts HNW team
He will be responsible for coordinating and expanding our growth in employer-sponsored retirement plans and working with a select group of high net worth clients.
05/12/2013
Three Janus Capital Portfolio Managers to Leave
Janus did not give reasons for the departures
05/12/2013
BNY Mellon Adds Four Wealth Sales Directors to Southern California Regional Offices
Has added four investment professionals to its wealth management group
05/11/2013
WHV Adds To Senior Management Team
Jessica Pickens is the new head of relationship management
05/10/2013
Morgan Stanley Hires M&A banker for Investment-Banking Operations
He first joined Morgan Stanley in 1990 as an analyst in the firm’s real-estate banking group
05/09/2013
BNP Paribas Securities Services Hires Head of Securities Lending in North America
He will be responsible for product development and operational strategy for the global custodian’s securities lending solution in North America.
05/09/2013
Ex-UBS Credit Trader Nakum Joins Lucidus Capital Hedge Fund
The former co-head of debt trading for North America at UBS AG (UBSN) is running a long-short credit strategy with William Gaberlavage
05/09/2013
Morgan Stanley’s Deputy Investment Banking Head Leaves Firm
move will be closely watched in part to see if the operations specialist follows
05/09/2013
T. Rowe Price manager Milano quits New America Growth Fund
Losing one of its top stock fund managers
05/09/2013
Royal Bank of Scotland names Van Saun CEO of US business Citizens
The Royal Bank of Scotland says it has named Bruce Van Saun chief executive of Citizens Bank, its U.S. business, ahead of its expected partial stock market flotation.
05/07/2013
JPMorgan Said to Name Erik Bisso to Run CIO in North America
To demonstrates our ongoing commitment to developing senior talent and encouraging mobility across the firm
05/06/2013
Multi-Family Office boosts team
Whittier Trust, one of California's oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members
05/06/2013
Raymond James managers move to Stifel, LPL
Trey Hancock, who has worked in the advising industry for more than two decades, moved to Stifel to be a senior vice president
05/06/2013
UBS Wealth adviser joins Morgan Stanley in Florida
Robbie DeRooy has moved to rival brokerage Morgan Stanley Wealth Management
05/05/2013
Merrill Wealth rehires Chhabra as chief investment officer
He managed the endowment funds at the Institute for Advanced Study as chief investment officer
05/04/2013
Ross Rogers named wealth-management leader at Union Bank
He was named regional managing director for wealth markets in the Pacific Northwest
05/03/2013
UBS Hires Voorheis to Lead Americas Specialty Finance
UBS AG (UBSN), Switzerland’s biggest bank, named Jim Voorheis as head of Americas specialty finance, succeeding Halle Benett, who resigned in March.
05/02/2013
Deutsche Back Adds UBS Banker to Underwriting Team
His “extensive experience in the energy sector, especially with Master Limited Partnerships, will be a tremendous benefit for our clients when accessing the equity capital markets.”
05/02/2013
Signature Bank Appoints Three Private Client Banking Teams
Signature Bank has announced the appointment of three private client banking teams, bringing the total to five new teams added year-to-date.