10/08/2013
Chilton Trust Welcomes Three Senior Wealth Management Professionals
Chilton Trust Company today announced that it has welcomed three senior wealth management professionals to its team
People Moves
10/08/2013
Top Wealth Manager, Broker Departs Espirito Santo Bank
Lia Yaffar-Pena, the top wealth manager and financial broker at Espirito Santo Bank in Miami, has departed the institution.
10/08/2013
Barclays Names Head of Americas Banking
A spokeswoman for Barclays confirmed the memo’s contents.
10/07/2013
Charles Goldman becomes chairman of Genworth Financial
We are pleased to partner with Directors of this caliber and be able to draw on their vast experience in wealth management and advisory services
10/07/2013
TA Associates Hires New Director of Capital Markets
I am pleased to join its team of investment professionals
10/07/2013
SS&C Technologies Appoints Ex IBM Senior Executive to Board
He retired from his long-standing leadership position as head of IBM Global Services in March this year.
10/07/2013
JPMorgan Chase Names A New Chief Information Officer
He will be joining JPMorgan Chase from BP, the $400 billion global energy company, where he was Chief Information Officer and Group Vice President responsible for global information technology, procurement and global real estate.
10/07/2013
BNY Mellon Wealth Management Hires Managing Director of Sales in Atlanta
BNY Mellon Wealth Management has nabbed a senior vice president from Northern Trust to lead business development efforts in the firm Southeast region.
10/06/2013
NFP hires former chairman and chief executive officer of CNA Insurance
He is currently an adjunct professor at the University of Chicago Booth School of Business, a member of the Financial Crisis Advisory Group
10/03/2013
JPMorgan Chase Hires Philanthropy Chief
JPMorgan Chase has a long history of philanthropy and civic engagement, utilizing its unique strength and expertise, its global reach and access to capital to support clients and communities.
10/02/2013
Jeffrey O’Neill Joins eSecLending as Global Head of Trading
O’Neill Brings 20 Years of Industry Experience
10/02/2013
Merrill Lynch Adviser Joins Morgan Stanley's Graystone Consulting
A high-producing financial adviser for Bank of America Corp.'s Merrill Lynch has joined Graystone Consulting,
10/02/2013
Northern Trust Appoints Drake Jackman Managing Director in Miami
Drake Jackman has been appointed Managing Director of Northern Trust's Miami-based International Wealth Advisory team.
10/02/2013
LPL Financial Adds VisionPoint Advisory Group To Its Platform
The firm will utilize LPL Financial’s broker-dealer and hybrid RIA platforms to support its commission and private client fee-based business.
10/02/2013
HSBC Securities Services Makes Key Appointments in London and New York
HSBC Securities Services has made key appointments in sales for North America and Europe.
10/02/2013
ConvergEx Group Announces Two Senior Hires for Global Portfolio and ETF Execution
Oliver and Miguel are highly respected professionals and bring a wealth of ETF and portfolio expertise to ConvergEx Group,
10/01/2013
BTG Pactual hires former JPMorgan Brazil head
He took over JPMorgan's Brazilian unit in 2009 and in April became head of private banking for the New York-based bank in Brazil.
10/01/2013
Zaffos To Lead Trust & Estate Planning At Convergent
She will serve as the firm’s estate planning expert, supporting ultra-high net worth clients.
09/30/2013
Deutsche Asset & Wealth Management Expands its Real Estate Investment Team in the Americas
Deutsche Asset & Wealth Management today announced four hires to its real estate investment business in the Americas.
09/30/2013
Manulife Asset Management Hires Richard Bonzagni as Managing Director on Global Consultant Relations Team
Manulife Asset Management Hires Richard Bonzagni as Managing Director on Global Consultant Relations Team