05/09/2013
T. Rowe Price manager Milano quits New America Growth Fund
Losing one of its top stock fund managers
People Moves
05/09/2013
Royal Bank of Scotland names Van Saun CEO of US business Citizens
The Royal Bank of Scotland says it has named Bruce Van Saun chief executive of Citizens Bank, its U.S. business, ahead of its expected partial stock market flotation.
05/07/2013
JPMorgan Said to Name Erik Bisso to Run CIO in North America
To demonstrates our ongoing commitment to developing senior talent and encouraging mobility across the firm
05/06/2013
Multi-Family Office boosts team
Whittier Trust, one of California's oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members
05/06/2013
Raymond James managers move to Stifel, LPL
Trey Hancock, who has worked in the advising industry for more than two decades, moved to Stifel to be a senior vice president
05/06/2013
UBS Wealth adviser joins Morgan Stanley in Florida
Robbie DeRooy has moved to rival brokerage Morgan Stanley Wealth Management
05/05/2013
Merrill Wealth rehires Chhabra as chief investment officer
He managed the endowment funds at the Institute for Advanced Study as chief investment officer
05/04/2013
Ross Rogers named wealth-management leader at Union Bank
He was named regional managing director for wealth markets in the Pacific Northwest
05/03/2013
UBS Hires Voorheis to Lead Americas Specialty Finance
UBS AG (UBSN), Switzerland’s biggest bank, named Jim Voorheis as head of Americas specialty finance, succeeding Halle Benett, who resigned in March.
05/02/2013
Deutsche Back Adds UBS Banker to Underwriting Team
His “extensive experience in the energy sector, especially with Master Limited Partnerships, will be a tremendous benefit for our clients when accessing the equity capital markets.”
05/02/2013
Signature Bank Appoints Three Private Client Banking Teams
Signature Bank has announced the appointment of three private client banking teams, bringing the total to five new teams added year-to-date.
05/02/2013
UBS taps Deutsche Bank financial services banker
UBS has tapped a former Deutsche Bank investment banker to join its financial institutions group in the Americas
05/02/2013
Lazard Hires JPMorgan’s Slaughter as Banking Vice Chairman
He was previously co-head of North American investment banking at New York-based JPMorgan Chase & Co.
05/02/2013
ABN AMRO Clearing announces new CEO of Chicago office
ABN AMRO Clearing announces the appointment of John M. Ruth as Chief Executive Officer of its Chicago office with immediate effect
05/01/2013
Ameriprise bolsters adviser force in six states
The new additions, who joined Ameriprise in March and April, together managed $960 million in client assets at their old firms.
05/01/2013
Neuberger Berman Forms Emerging-Markets Debt Team
Has hired 19 executives from ING Investment Management; three more hires to come
05/01/2013
BMO Global Asset Management Strengthens Enterprise Solutions
BMO Global Asset Management announced today the appointment of Frank Green to Director of Strategic Partnerships - Retirement Services
04/30/2013
U.S. Bank Adds Advisor to Chicago HNW Team
He joined the Private Client Reserve as a wealth management consultant
04/29/2013
Morgan Stanley hires Washington veteran for corporate affairs
Michele Davis, a public relations official and policy director for Morgan Stanley
04/29/2013
Guggenheim Partners Expands Investment Banking Reach
The addition broadens the reach of Guggenheim Securities' full-service investment banking