08/22/2012
Some bankers left Lehman at the time of the acquisition, such as Alexis de Rosnay who joined Lazard Ltd. and is now with Bank of America Merrill Lynch, the global banking and markets business of Bank of America Corp. Others left when Nomura’s guaran
08/22/2012
As investment managers face an increasingly complex world with new regulatory requirements and an urgency to streamline business processes and increase transparency, KPMG, the audit, tax and advisory firm, has announced thursday that it is continuing its
08/21/2012
The City of Gold is even seeing some untapped growth, says Shane Phillips, Dubai-based executive search consultant with Stanton Chase International whose clients include financial services firms throughout the Middle East.
08/21/2012
The Zurich-based firm has said it will reduce the fixed-income trading business, which will be less profitable under stricter capital rules.
08/21/2012
Grafstein, who was co-head of M&A at Rothschild until recently, will serve as co-head of Americas M&A at UBS along with Marc-Anthony Hourihan, according to a copy of the memo that was reviewed by Reuters.
08/21/2012
Brown also spent time as the Director of Sales at Panagora Asset Management in Boston, and notably, he also spent 11 years with Fidelity Investments in both San Francisco and Boston.
08/21/2012
Joining PwC's Forensic Services practice as partner is Kristofer Swanson.
08/21/2012
The new hires, who joined the firm in late July and early August, came from UBS Wealth Management Americas, Bank of America's Merrill Lynch, Wells Fargo Advisors and LPL Financial.
08/21/2012
The leadership shuffle, detailed in an internal memo seen by Dow Jones Newswires, was announced internally Tuesday by Roberto Hoornweg and Rajeev Misra, global co-heads of the Swiss banking company's fixed-income, currencies and commodities division.
08/20/2012
The credit strategist is reviving his FridsonVision debt- research brand and will announce a distribution of content through another organization, he said in the interview. Fridson led Merrill Lynch & Co.’s high-yield strategy group until he lef
08/20/2012
Merrill's private banking division also recently added advisers Matthew Celenza and Lawrence DiGioia from Barclays in Los Angeles.
08/19/2012
Mr. Tarkoff brings vast experience from the technology industry, specifically in SaaS solutions and digital media, to Advent's board.
08/19/2012
He began his career in 1998 with the public accounting firm of Badger, Dunham & Aukamp. Mr. Bender holds a B.S. in Accounting from George Mason University and is a licensed Certified Public Accountant in the Commonwealth of Virginia.
08/19/2012
He joined Wells in Florham Park, New Jersey last week from Stifel Nicolaus & Co, where he managed $212 million in client assets.
08/16/2012
Former Goldman Sachs exec joins Evercore Wealth
He will be based at the New York City headquarters of Evercore Wealth Management, reporting to Wendy Barasch, Partner and Head of Sales and Marketing.
08/16/2012
Rokos, 41, won’t be managing money at Brevan Howard as of the end of this month, according to one of the people, who asked not to be named because the fund is private.
08/16/2012
He previously worked at Wasserstein Perella Securities Inc. and Lehman Brothers Inc., the records show.
08/16/2012
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of its clients.
08/15/2012
Before his appointment as executive vice president and head of BMO's U.S. Private Bank, Mr. Jenkins ran private banking in Illinois, Washington state, Virginia, Arizona and Florida.
08/14/2012
Merchant, who worked for Barclays in New York from 2006 to 2009, is being looked at by U.S. authorities over his activities while working at Barclays' swaps desk in New York. Merchant's lawyer, John Kenney, was not immediately available for comm