08/13/2013
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
Citi has been ramping up its high-net-worth client services in Houston since September 2011
08/12/2013
We are excited that world-class investment professionals continue to choose Neuberger Berman
08/12/2013
We welcome Jewelle to our team
08/12/2013
The addition of a former RBC advisor with $150 million in assets under management.
08/11/2013
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
He joins as a partner and senior money manager based in New York
08/11/2013
Morgan Stanley Wealth Management said Monday it hired a veteran adviser who managed $350 million in client assets at Deutsche Bank.
08/11/2013
He will be based in Milwaukee and will serve the financial planning needs of clients throughout Southeast Wisconsin.
08/10/2013
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
NieuweWeme has worked at ING for 13 years
08/08/2013
She is still negotiating her specific role
08/05/2013
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
Frederick Buffone has joined the company as a Managing Director and Head of Capital Markets
08/05/2013
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 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 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
He will focus on the property-casualty insurance sector as part of the firm's equity research team.
08/05/2013
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 announced that Richard Glass joined the firm as U.S. Head of Small and Mid Cap Value Equities.