02/02/2013
Vontobel beefs up European and Asian teams
Mr. Bandsma, a 10-year veteran at Vontobel
02/02/2013
Mr. Bandsma, a 10-year veteran at Vontobel
01/31/2013
“Through our partnership with Focus, our clients are reassured that we will maintain our culture and rigorous investment management process for the long term."
01/31/2013
It has landed a team of veteran advisers from rival brokerage Morgan Stanley Wealth Management, expanding the firm's adviser footprint in California.
01/31/2013
Mr. Scully was appointed to BofA's board in August 2009, shortly after he retired from Morgan Stanley, where he served in a variety of senior executive roles. Prior to that he was a managing director at Lehman Brothers and Salomon Brothers.
01/31/2013
He departed in November after ceding oversight of the business in July Roncevich departed in November after ceding oversight of the business in July
01/30/2013
Peters, 46, whose last day at Morgan Stanley is Friday
01/30/2013
Most recently served as Director of Fixed Income at Leonard & Co; previous officer level positions include Goldman Sachs, TIAA-CREF, AMBAC, BNY Mellon, and Citizens First Bank in The Villages, FL.; Will serve as Portfolio Manager and Wealth Advisor in
01/30/2013
Chief Executive of CVC Credit, said: “I am delighted to announce these promotions."
01/30/2013
Most recently he was a member of Wells Fargo Advisors' senior leadership team and led the firm's Advisor Development Group.
01/29/2013
"We believe that their clients will be well-served by our firm and we are eager to be expanding our existing effort in Ohio, where we see tremendous opportunity."
01/29/2013
Morgan Stanley has hired five high-producing financial advisers from rival UBS AG's UBS Wealth Management Americas division.
01/29/2013
Peters had previously served as the bank’s head of fixed- income research and head of U.S. credit strategy.
01/29/2013
Brokerage firm Stifel Nicolaus & Co said on Tuesday it opened a new office in Stuart, Florida with the addition of two veteran adviser teams from the brokerage units of Wells Fargo & Co and Morgan Stanley.
01/28/2013
Senior Executive Assumes Additional Responsibilities.
01/28/2013
Melissa Gough joins Union Bank with more than 20 years of experience in the financial management industry
01/28/2013
Leenong joined Commonfund Capital in 2010 to help establish its Asia office in Beijin
01/28/2013
With complete buy-in from our principals, we have added the ‘next generation’ of leadership to the team
01/27/2013
The chief risk officer of JPMorgan Chase & Co, John Hogan, is taking a leave of absence until early summer to spend time with his family after grappling with the fallout from the company's "London Whale" trading debacle for much of the
01/27/2013
He brings 22 years of global real estate and private equity investment and product development experience to RECAP, having served most recently as Managing Director of BHF/BANK and Head of Alternative Investments.
01/27/2013
He will provide strategic and operating support to MCP’s portfolio companies.