06/05/2014
A Merrill Lynch executive who resigned during a management shakeup earlier this year has joined Focus Financial Partners LLC in a position where he will help recruit top brokers away from his former firm.
06/05/2014
Alvarez & Marsal Asset Management Services, LLC is an independent affiliate of Alvarez & Marsal Holdings, a global professional services firm with a 30-year track record of maximizing asset value in connection with scores of business transformatio
06/05/2014
Both have extensive experience in investing for high-net-worth clients, the bank said.
06/05/2014
With locations on six continents and an extensive global network of correspondent financial institutions, BNY Mellon's Treasury Services group delivers high-quality performance in global payments, trade services and cash management.
06/05/2014
UBS recently advised the management team of Nuveen Investments on its sale to TIAA-CREF, and American Express on the sale of half its corporate-travel business.
06/04/2014
Trio previously worked at J.P. Morgan Private Client Service Group
06/04/2014
RBC Capital Markets has continued its build-out in research with the appointment of two of Bank of America Merrill Lynch’s top-ranked retail team
06/04/2014
Institutional asset manager appoints head of business development for liquid alternatives
He will be responsible for developing products and implementing a distribution plan for Insight’s liquid alternatives, total return and absolute return products across the Americas.
06/04/2014
He will be help build our asset management division.
06/03/2014
Guggenheim Hires Head of Execution Services and Sales Trading
This hire further strengthens Guggenheim Securities' fast-growing equities franchise.
06/03/2014
They managed about $200 million in client assets in UBS.
06/03/2014
A “Woman of Influence” in Silicon Valley Brings 17 Years Experience to Leading Independent Advisory Firm
06/03/2014
Houlihan Lokey, the international investment bank, today announced that Jennifer Muller has been appointed Co-Head of the firm’s Transaction Opinions practice alongside Chris Croft, who has been leading the practice since 2010.
06/03/2014
Mr Scherr has been working with Lloyd Blankfein, chief executive, for several weeks
06/03/2014
State Street Global Advisors , the asset management arm of State Street Corporation today announced five key appointments in the firm’s intermediary business, which provides products supporting wealth management professionals, including SPDR ETFs an
06/03/2014
Goldman Sachs is planning to increase the size of its commercial bank and wealth management division as part of a quest for growth.
06/03/2014
The move brings together KPMG’s alternative investments presence and global reach with Rothstein Kass’ expertise and personnel.
06/03/2014
Moelis & Co has announced the appointment of John Colella as a Managing Director providing financial and strategic advice to power and utility clients in the U.S. and internationally.
06/03/2014
Youngest female President of an investment banking firm in the U.S announced
At age 33, she is the youngest, female President of an investment banking firm in the U.S
06/03/2014
We are so pleased they chose Raymond James