07/10/2012
Touradji’s Chief Executive Leaves Hedge Fund
“He was originally on a six-month contract and had a CEO role focused on marketing,” he said.
People Moves
07/09/2012
Concert Wealth adds $100 mln adviser team
Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.
07/09/2012
Leading Financial Advisors, Michael Hull & Patrick Hull, Launch bluepoint Investment Counsel
Deep Focus and Significant Expertise in University Endowments, Pension Plans and Family Offices
07/09/2012
First Republic Bank taps new business bankers
He has 13 years of banking experience, works with venture capital and private equity clients in Silicon Valley.
07/09/2012
Morgan Stanley brokers go independent, join Dynasty
Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.
07/09/2012
Credit Suisse's Bourgeois To Join Atlantic-Pacific As CEO
Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man
07/09/2012
HSBC hires head of research in the Americas
He replaces Patrick Boucher, who headed HSBC's research team in the Americas for six years.
07/08/2012
Wanted: female financial advisers
So what are we doing to correct this imbalance?
07/08/2012
Seven new hires for Deutsche’s global transaction banking
Changes in the Trust & Securities Services and Cash Management for Financial Institutions business will position the business for further growth while maintaining best-in-class client service
07/05/2012
Wells Fargo taps head of foreign exchange quantitative research
New position announced for company's FX Risk Management Group
07/05/2012
HSBC hires from Deutsche Bank to head of prime services, Americas
With staff now also on the ground in the U.S., HSBC said its platform covers all major time zones.
07/05/2012
US Bank names new regional managing director
He leads an initial team of nine professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration, and an exceptional client experience in the Cincinnati are
07/05/2012
SEC picks head of investment management division
Former hedge fund partner appointed to lead unit
07/05/2012
BNY Mellon Adds a Senior Portfolio Manager to Its Growing Wealth Management Office in DC
He will lead client relationships and investment strategy for the DC office and reports to Regional President Susan Traver.
07/04/2012
Eaton Vance expands Business Development team
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/04/2012
SEC Appoint Head Of Investment Adviser Examination Program
The Securities and Exchange Commission announced the appointment of Ken C. Joseph to lead the Investment Adviser/Investment Company Examination Program in the agency’s New York Regional Office.
07/04/2012
Diamond ousting 'was plotted by his outraged bankers in New York'
Monday night's memo to staff from Mr Diamond particularly enraged his New York trading floor.
07/03/2012
Martin Currie hires top US equity manager
Martin Currie has announced the appointment of manager Penny Kyle who will join the firm's North American equities team.
07/02/2012
HighTower Accelerates West Coast Expansion With New Office In San Diego
Mr. Molnar and Mr. Nordlicht join the HighTower partnership as Managing Directors and Partners, and collectively manage more than $330 million for corporate executives, entrepreneurs, venture capital firms and high-net-worth families.
07/02/2012
Lincoln hires from Goldman Sachs to oversee investments
Lincoln’s portfolio included more than $60 billion in corporate bonds as of March 31, according to a company regulatory filing.