10/27/2013
U.S. Bancorp Replaces Head of High-Net-Worth Business
He has been deeply involved in helping build The Private Client Reserve and brings strong depth of knowledge and a passion for the wealth management business.
People Moves
10/27/2013
John Hancock boosts Institutional Team
John Hancock Investments announced that it recently hired three new managing directors on its Institutional team.
10/27/2013
JPMorgan Names Head of Wealth Management Division
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
10/27/2013
Former SEC Enforcer Joins KPMG
He was responsible for oversight of the division's accounting and auditing-related investigations.
10/24/2013
U.S. Bank Wealth Management boosts team
New director of business strategy for The Private Client Reserve of U.S. Bank, which serves high-net-worth individuals, families and foundations.
10/23/2013
Capstone Financial Group, Inc. Announces Steve Lee as a Senior Vice President
Steve is a seasoned and prolific recruiter who will be a great ambassador for Capstone Financial Group
10/23/2013
OppenheimerFunds Enhances Marketing Capabilities with Three Senior Hires
OppenheimerFunds has enhanced its capabilities across key marketing disciplines including brand marketing, market planning and strategy, and product development with the addition of three senior hires.
10/22/2013
Barclays Wealth boosts Florida team
She will be responsible for implementing the organization's global wealth management programs and sophisticated investment alternative strategies to high net worth individuals, foundations, corporations and not-for-profit organizations.
10/22/2013
Wells Fargo Elects Ex-Deloitte Partner to Board
Wells Fargo & Co, the largest U.S. mortgage lender, elected James H. Quigley to the company’s board, bringing the number of members to 15.
10/22/2013
Deutsche taps ex-Barclays banker for insurance unit: memo
Deutsche Bank has tapped a former Barclays Plc financial services banker to be co-head of its global insurance group
10/22/2013
Evercore appointed a new Senior Managing Director to Lead Cross-Border Advisory Services in Latin America
He will work closely with Evercore's industry, product and geographic teams, and with the more than fifty bankers currently working in Mexico and Brazil.
10/21/2013
F&C to lose top US small cap trust as Siddles quits for rival
Over five years the UK fund has returned 105% versus an 87% rise in the Russell 2,000 index.
10/21/2013
Jefferies Group hires Citi's Mazzucco to lead Internet banking
Jefferies Group Inc has hired Citigroup banker Tom Mazzucco as managing director and head of Internet investment banking,
10/21/2013
Mack International boosts family office team
Established retained executive search professional and family office consultant Lisa Ryan has joined Chicago-based Mack International LLC,
10/21/2013
Citi Private Bank Expands Palm Beach Team
He also held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.
10/21/2013
Aviva appointed the new president and CEO of Aviva Canada
Our success as a business is built on a tireless dedication to executing the fundamentals of a general insurance company
10/20/2013
Wilmington Trust Adds New Members to Wealth Advisory Team in Florida
Wilmington Trust continues to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.
10/20/2013
Morgan Stanley hires two adviser teams managing $678M
The firm will continue to serve clients at a branch in Duncan, Okla.
10/20/2013
Goldman Sachs Vice Chairman to Step Down at End of Year
He was named to lead the emerging-markets units as part of Blankfein’s push to be “Goldman Sachs in more places.”
10/18/2013
SAC Trader Lia Forcina Said to Leave Hedge Fund for BlueCrest
Lia Forcina, who managed more than $700 million at SAC Capital Advisors LP, has left the hedge-fund firm for BlueCrest Capital Management LLP