04/07/2013
UBS Wealth lands Morgan Stanley advisers in Arizona
The advisers joined UBS's office in Phoenix.
People Moves
04/07/2013
Former Lazard Managing Director Joins Tiedemann Wealth Management
“His 29 years of private wealth management experience and expertise offer a unique perspective that will further enhance our industry-leading client services and national presence.”
04/07/2013
Janney Montgomery Scott Hires Industry Veteran
He “is a well-respected advisor in the New England area and a significant and valuable addition to the Janney team.”
04/07/2013
Bank Solutions Group Adds New Wealth Management Partner, JP Nicols
I am excited to join BSG,” said Nicols
04/07/2013
Altius appoints two senior associates to Global investment team
Altius Associates has appointed two Senior Associates to its global investment team
04/04/2013
Millennium Adds Barclays Prime Brokerage Head As COO
Millennium Management has named Barclays' prime brokerage chief to a top role at the hedge fund
04/04/2013
UBS’s Ersoff, Herman Said to Leave CMBS Co-Head Roles After Week
They were named co-heads of real-estate finance and mortgage-backed securities after Kenneth Cohen exited to become the global head of commercial real estate at Bank of America in New York, UBS confirmed on March 28.
04/04/2013
AMP Capital boosts Chicago credit research team
The Chicago-based investment team oversees A$3 billion on behalf of clients in global real estate investment trusts (REITs) and global fixed income portfolios.
04/04/2013
Guggenheim Hires Barclays Investment Banker
Additional Barclays bankers also may join Guggenheim, said the people, who asked not to be identified because the talks are private.
04/04/2013
Janney lands veteran Morgan Stanley wealth adviser
A lot of financial advisers from the big firms are looking for a more intimate environment
04/04/2013
Customers Bank Recruits Private and Commercial Banking Team To Service New York Metro Region
George Maroulis was named Executive Vice President and Managing Director
04/03/2013
Morgan Stanley advisers go independent with Prospera
Advisers moved to Prospera last week from Morgan Stanley Wealth Management
04/02/2013
Vulcan Capital Appoints Managing Director For New Palo Alto Office
Joins firm's leadership team, he will focus on internet and technology investments
04/02/2013
Morgan Stanley co-head of North American bank group leaves
The North American banking group advises depository institutions on mergers and acquisitions and helps them issue stocks and bonds.
04/02/2013
UBS' Ex-Managing Director Joins OTR
UBS has lost at top hedge fund relationship manager.
04/02/2013
Jeff Skoll loses his investment manager
CIO leaves Capricorn to form an alternative investment firm.
04/02/2013
Bank of America to Lay Off 1,320 Employees in Upstate New York
It said in late 2011 it aims to cut 30,000 jobs
04/02/2013
Outgoing FSA chairman joins US think-tank
Chairman is to take up a role with a US think-tank run by George Soros
04/01/2013
BNY Hires Executive in Collateral Services
A newly created spot in BNY's global collateral services unit.
04/01/2013
Itau Asset Management's institutional chief departs
His departure is part of a restructuring across all lines of business of parent company Itaú Unibanco.