08/11/2013
GoldenTree expands Emerging Markets tean
He joins as a partner and senior money manager based in New York
People Moves
08/11/2013
Morgan Stanley Hires Veteran Deutsche Bank Adviser
Morgan Stanley Wealth Management said Monday it hired a veteran adviser who managed $350 million in client assets at Deutsche Bank.
08/11/2013
BMO Private Bank Names Senior Financial Planner
He will be based in Milwaukee and will serve the financial planning needs of clients throughout Southeast Wisconsin.
08/10/2013
JPMorgan, Citi expand wealth management divisions in Washington
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
ING U.S. Investment Management names institutional distribution leader
NieuweWeme has worked at ING for 13 years
08/08/2013
Morgan Stanley Wealth hires ex-Merrill strategist
She is still negotiating her specific role
08/05/2013
Russell appoints global CIO
Russell Investments has appointed a global chief investment officer who will direct their asset manager investments and the implementation and the search for new activities worldwide.
08/05/2013
Fifth Street Management appoints New Head of Capital Markets Desk
Frederick Buffone has joined the company as a Managing Director and Head of Capital Markets
08/05/2013
TD Wealth Names Regional Wealth Leader for Florida
TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank, America’s Most Convenient Bank and its affiliates.
08/05/2013
TD Wealth Names Regional Wealth Leader for Pennsylvania, Southern and Central New Jersey
TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida
08/05/2013
UBS Hires Credit Suisse’s Pierson to Head Financial Technology
UBS AG Switzerland’s biggest lender, has has hired investment banker Steve Pierson from Credit Suisse Group AG amid an effort to bolster coverage of financial-services firms.
08/05/2013
Guggenheim Securities Hires Industry Veteran
He will focus on the property-casualty insurance sector as part of the firm's equity research team.
08/05/2013
TD Wealth Names Regional Wealth Leader for the Metro D.C. Region
He will lead a team of accomplished wealth professionals in bringing a comprehensive offering of private banking, lending, investment and trust solutions to clients in the region.
08/04/2013
Deutsche Asset & Wealth Management expands team
Deutsche Asset & Wealth Management announced that Richard Glass joined the firm as U.S. Head of Small and Mid Cap Value Equities.
08/04/2013
Veteran Financial Advisor Joins Janney
He joins Janney from Morgan Stanley
08/04/2013
Michael Hines Joins Concord Wealth Management
He was an advisor with New York Life for more than 30 years.
08/04/2013
U.S. Bank Staffs Up UHNW Team in San Francisco
The bank’s ultra-high-net-worth unit has hired four managing directors at its newly opened office
08/04/2013
Citi Private Bank Hires Private Banker
Blair Ege has joined Citi Private Bank in its Washington, DC, office as director and ultra-high-net-worth private banker
08/01/2013
Morgan Stanley Names Ex-AT&T Executive to Board
The appointment is effective as of Thursday
08/01/2013
Westport Resources Hires Family Office Services Director
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.