08/14/2013
UBS Appointment Aims to Lure Corporate Clients
UBS is looking to enhance its work with corporate clients with the appointment of Jonathan Brooks as sales director.
People Moves
08/14/2013
The Conifer Group Adds Key Personnel, Augments Fund Administration and MBO Units
Expands North American Footprint with Opening of Halifax, Nova Scotia Branch as Hedge Fund Industry Sees Record Growth
08/14/2013
U.S. Bank Snares Talent from Rivals for HNW Business
He is a senior member of U.S. Bank Wealth Management’s Asset Management Group, assisting in the development and implementation of investment policies, capabilities and resources nationwide, U.S. Bank said in a press release.
08/13/2013
KPMG Names new U.S. Investment Management Sector leader
Investment Management is one of KPMG's largest sectors and a core part of the Financial Services line of business
08/13/2013
Ex Morgan Stanley, Rothschild MD joins Jefferies
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Big bank plucks Houston financial adviser from Atlantic Trust
Citi has been ramping up its high-net-worth client services in Houston since September 2011
08/12/2013
Neuberger Lures a JP Morgan Exec
We are excited that world-class investment professionals continue to choose Neuberger Berman
08/12/2013
Evercore Wealth hires strategist from GenSpring
We welcome Jewelle to our team
08/12/2013
Wells Fargo Picks Up RBC Vet
The addition of a former RBC advisor with $150 million in assets under management.
08/11/2013
Baird hires advisers from UBS in Chicago, Minnesota
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
GoldenTree expands Emerging Markets tean
He joins as a partner and senior money manager based in New York
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