11/06/2013
Legacy Trust Family Wealth Offices Adds 30 Year Veteran To Investment Team
Marty Flack has more than 30 years of investment and client relationship experience, and is now one of Legacy Trust Family Wealth Offices' newest team members.
People Moves
11/06/2013
Advocacy Wealth Management boosts team
Advocacy Wealth Trust to have direct focus on special needs and settlement planning
11/06/2013
UBS Adds to Southern California Push with $500 Million Adviser
With other recent hires, firm's wealth management unit has more than $5.2 billion
11/06/2013
AXA Equitable Aligns Management Team to Accelerate Growth
Nick Lane to serve as Head of U.S. Life & Retirement; Sharon Ritchey to be named Chief Operating Officer
11/05/2013
Wilmington Trust Hires A New Senior Private Client Advisor
In his new role, He is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments.
11/05/2013
J.P. Morgan Beefs up Wealth Management Team
J.P. Morgan Chase & Co., in its bid to compete in the private banking sector serving high-net worth individuals, has hired an executive director to its growing wealth management team in Nashville.
11/05/2013
JPMorgan in talks to hire NYC's top cop for security role
JPMorgan's head of security, Tom Higgins, recently left the bank
11/04/2013
Sidley Austin adds investment funds partner
Spangler served as chair of the investment funds group at his prior firm. He has worked on a wide range of funds, including hedge funds, private equity funds, venture capital funds and funds of funds.
11/04/2013
Barclays' Asia M&A head given global role
In his new role he will provide senior M&A coverage to clients across industries and regions, with a particular focus on clients on the US west coast, the memo said.
11/04/2013
Stephens Hires Nine Traders from Lazard Capital Markets
Stephens Inc., the privately held, independent investment bank focused on middle market companies, announced today that it has expanded and enhanced its institutional equity capabilities with the addition of nine sales and trading professionals whose imme
11/04/2013
BlackRock's Aladdin Bond Exec Rejoins MarketAxess
BlackRock earlier this year retreated with that effort, seeing that customers were slow to warm up to new electronic bond-trading networks
11/03/2013
Top Goldman Asian banker to take global role
Goldman earned large fees on a few select deals in Asia in the last year, during which investment banks across the region took on more complex financings and aimed for solo bookrunning offerings rather than depending on the steady volume of equity issuanc
11/03/2013
CTPartners appoints a new Vice Chairman in Global Financial Services Practice
He joins from a major search firm where he co-led the North American Financial Services Practice and was also the Managing Partner of the Insurance Practice.
11/03/2013
Retiring Scotiabank CEO Strengthened Wealth Mgmt
Scotiabank president and CEO Rick Waugh retired last week after 10 years at the helm.
11/03/2013
Scotiabank Announces Appointments to Senior Executive Team
Scotiabank today announced new appointments to its executive management team.
11/03/2013
Warburg Pincus Managing Director Joins Carlyle Group
Global alternative asset manager The Carlyle Group announced today that Kewsong Lee will join the firm as Deputy Chief Investment Officer for Corporate Private Equity
10/31/2013
Northern Trust names head of global equity
A new role that brings together active and index equity teams
10/31/2013
Wilmington Trust Bolsters Advisory Team in Florida
Wilmington Trust is ramping up its resources in Florida
10/31/2013
Barclays promotes Attea to co-head of US securitized products
The firm has been one of the most consistent, top players in structured finance
10/30/2013
USvWealth Manager epands team with senior hire
Prior to joining Evercore Wealth Management, Mr. Trenchard was a lead advisor at U.S. Trust for nine years, based in Hartford, Connecticut and responsible for local business development.