01/13/2014
BMO Global Asset Management Expands Team With Four New Hires
As always, our top priority is providing our clients with service excellence, and our expanded team will help us continue delivering on that promise.
01/13/2014
He will oversee his clients as well as lead the firm’s relationship managers, strategists, estate administration and special asset specialists.
01/13/2014
He replaces Gurinder Ahluwalia in the CEO role effective immediately.
01/13/2014
John Havens, who stepped down from Citigroup Inc. on the same day Chief Executive Officer Vikram Pandit resigned in October 2012, will join the bank’s former hedge-fund arm as non-executive chairman and partner.
01/12/2014
The Carlyle Group, the big alternative investment firm based in Washington, has hired a UBS executive to bolster its capital markets expertise.
01/12/2014
BlackRock’s Everett Departs as Co-Head of Client Unit
Post declined to comment on the reason for the departure by Everett, who was part of the U.S. client solutions unit that caters to investors such as pension plans, endowments and foundations.
01/12/2014
BNY Mellon Wealth Management has nabbed an executive from Regions Private Wealth Management
01/10/2014
Named Managing Director of New Regional Office
01/10/2014
Wells Fargo Advisors Financial Network, the bank's independent channel with more than 1,150 advisers, is shaking up its top management.
01/10/2014
Bessemer Trust appoints philanthropy head
He reports to James L. Kronenberg, Managing Director and Chief Fiduciary Counsel for Bessemer Trust.
01/09/2014
Summit Partners, a global growth equity investor, today announced four promotions in its Menlo Park and Boston offices.
01/09/2014
Webster Private Bank is gearing up for growth.
01/09/2014
OppenheimerFunds' current Chief Compliance Officer, Mark Vandehey, who has been with the firm for more than 31 years, plans to retire after a transition period with Ms. Picciotto.
01/09/2014
The investment banking arm of the Blackstone Group has hired a UBS executive to lead its energy and power advisory practice.
01/08/2014
Coherence Hires UBS Vet As Partner
Prior to Coherence Capital he spent 16 years at UBS Investment Bank, most recently as managing director and co-head of investment grade credit trading.
01/08/2014
The Securities and Exchange Commission today announced that Michael J. Osnato, Jr. has been named chief of the Enforcement Division unit that conducts investigations into complex financial instruments.
01/08/2014
The Board fully endorses his appointment as CEO and is confident he will ensure that the CAIA Association continues to be the global leader in alternative investment education.
01/08/2014
UBS AG, Switzerland’s biggest lender, hired investment banker Michael Errichetti amid an effort to rebuild its U.S. real estate advisory business.
01/08/2014
The two executives came to Washington-based Carlyle when it bought middle-market lender Churchill Financial LLC in November 2011.
01/07/2014
Shi takes on the role of head of China commodities in Newedge’s New York office