05/15/2012
Hancock names head of asset management
Experienced Agricultural Investment Professional To Direct Farmland Property Manager Relationships, Acquisition And Disposition Processing
People Moves
05/14/2012
Changing of the guard at HSBC
He steps down after serving as the bank’s CEO for eight years, but will stay on with the bank as chairman of its board of directors.
05/14/2012
JPMorgan senior executives 'to resign'
Top executives at JPMorgan Chase are expected to resign this week following $2bn (£1.2bn) of losses at the bank's London trading desk, reports suggest.
05/11/2012
UBS Hires J.P. Morgan Real Estate Banker
He will join the Swiss giant from J.P. Morgan where he spent the past 25 years building a rolodex of clients that include Simon Properties, MGM and Wynn.
05/10/2012
Tiedemann Wealth Management expands team with Barclays Wealth hire
With over 20 years experience in wealth management and financial services she was most recently Managing Director at Barclays Wealth
05/10/2012
SunGard boosts Wealth and Asset Management Businesses with two key hires
Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce
05/09/2012
US Wealth Management firm Expands Team
Tiedemann Wealth Management has announced an expansion of its client services and business development team
05/09/2012
Merrill private bankers in Texas register, join Dynasty
Chad Clary and Dane Crunk, who had been with Merrill Lynch since 1999 and 2000, respectively, registered Syntal Capital Partners LLC with the SEC on May 4 and announced their partnership with Dynasty this morning.
05/09/2012
Emerald Plans New Products with Management Team Addition
Witthohn, CFA, has joined Emerald Asset Management, Inc. as Vice President for Product Development and ETF Strategies
05/08/2012
LPL Financial appoints president of its unit
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
05/08/2012
Gresham Partners appoints Vice Chairman
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
05/08/2012
Citi hires from JP Morgan's private wealth unit
He started his career in the infrastructure and operations group at JP Morgan, eventually working his way into the wealth management business.
05/08/2012
Janus Appoints Two Senior Executives to New Client Roles
Janus Capital Group Inc JNS +2.92% today announced two senior-level appointments aligned with its efforts to enhance relationships and meet the evolving needs of clients around the globe.
05/07/2012
Oppenheimer appoints Chief Market Strategist
He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients
05/04/2012
UBS Hires Ex-BofA Analyst as Managing Director
He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.
05/04/2012
Family Office Exchange names new president
He brings to FOX a deep understanding of the unique needs of the wealthy and a career-long dedication to innovation and client service.
05/04/2012
Golden Phoenix Appoints Institutional and Sovereign Wealth Fund Expert
He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.
05/04/2012
Senior Deutsche banker to join Morgan Stanley
A veteran investment banker who has worked on some of the banking industry's largest merger deals, has left Deutsche Bank to join Morgan Stanley , according to people familiar with his plans.
05/04/2012
Schroders expands Global Fixed Income with EMD Relative Return appointments
Schroders has expanded its fixed income team by appointing four senior professionals to develop its capabilities in the Emerging Market Debt Relative Return sector.
05/04/2012
Deutsche Bank Expands Latin America Investment Banking Coverage
He will be based in New York, reporting jointly to Bernardo Parnes, CEO Latin America, and Paul Stefanick, Global Head of Industrials Corporate Finance Coverage.