09/22/2013
BNY Mellon Wealth Management’s recruiting campaign is in full swing
The wealth manager recently hired two senior directors of business development, the latest in a flurry of hires to boost its sales force by 50% by the end of 2014.
People Moves
09/21/2013
A New Chief Executive Joining Bridge Growth Partners
She is one of the most well-known women in finance, will have the chance to do it all again, from the other side of the table.
09/19/2013
Morgan Stanley wealth complex manager Marchassalla leaves -sources
The managing director and complex manager for some of Morgan Stanley Wealth Management's most profitable offices in New York has left after more than 20 years at the company
09/19/2013
RBC Wealth Management Adds $200 Million Team
Adviser Duo Jumps From J.P. Morgan Securities
09/18/2013
We Still Have Work To do’ To Topple Barriers, says RBC’s Taylor
Kathleen Taylor believes women’s “firsts” still matter.
09/18/2013
KPMG Adds Three To Alternative Investments Group
KPMG Has Hired Three Industry Veterans To Augment Its Rapidly Growing Alternative Investments Team, Focusing on Hedge Funds, Private Equity Firms and Real Estate Funds.
09/17/2013
Bank of America names Latin America head
The source did not say whether a replacement for Bettamio had been appointed
09/17/2013
Business Ownership Is Thriving, but Constrained by Taxes, Talent and Lack of Planning - RESEARCH
Business ownership at all ages is thriving as a new generation of young entrepreneurs inherits family wealth, including many of the businesses created by baby boomers
09/17/2013
Deutsche Bank Hires Bank of America Wealth Advisers for U.S.
Deutsche Bank AG,hired three advisers from Bank of America Corp. for affluent individuals and families in the U.S.
09/16/2013
HighTower adds adviser team from Morgan Stanley
HighTower Advisors, an independent adviser-owned firm that has grown by hiring away from top U.S. brokerages
09/16/2013
RBC Wealth lands adviser from Raymond James
He generated about $1.1 million in annual revenue production
09/16/2013
Barclays bolsters its Financial Institutions team
The Solutions team will also support financial institutions in addressing the growing need to anticipate, react and capitalise on continued regulatory change
09/16/2013
Case is new CFO of Annex Wealth Management
She will oversee all areas of the firm’s financial operations and accounting.
09/15/2013
SunGard boosts wealth and retirement administration business
He has been named executive vice president and general manager of advisory and investment services for SunGard’s wealth and retirement administration business.
09/15/2013
Former BOA Merrill Lynch media relations head joins Jefferies International as EMEA comms head
She will assume responsibility for the US bank’s marketing and comms across the region
09/15/2013
Geller hires Harris myCFO chief executive
joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank and one of the nation's leading integrated wealth management and independent investment advisory firms for high-net-worth individuals and families.
09/12/2013
UBS CEO - We're Half Way Through Job Cuts
The bank is undergoing a major cost-cutting overhaul.
09/12/2013
Baker Boyer in Washington Names New President
Baker Boyer Bank in Walla Walla, Wash., has promoted its wealth management division manager to president and chief investment officer.
09/10/2013
SocGen Hires UBS’s Borst to Trade Corporate Bonds in New York
He previously worked at Bear Stearns Cos. and JPMorgan Chase & Co., the records show.
09/10/2013
Polygon Names Head Of North American Business Development
Polygon Global Partners has hired Doug Ross to lead the $10 billion multi-asset manager’s North American business development efforts.