09/12/2011
Barclays Wealth makes senior US regional hire
Barclays Wealth taps US Trust exec as director and investment representative in Dallas
09/12/2011
Barclays Wealth taps US Trust exec as director and investment representative in Dallas
09/09/2011
Signature Bank adds new private client banking team
09/08/2011
She brings with her 15 years of experience as a fee only advisor. Prior to joining Lexington Wealth Management, she served as a vice president and portfolio/relationship manager at Wells Fargo/Wachovia Wealth Management.
09/08/2011
She will be located at BMO Harris Bank N.A. at 3 Times Square in New York and will be responsible for developing client relationships in this key Northeast market for both Harris Private Bank and Harris myCFO®.
09/08/2011
The firm, which oversees more than $2.6 billion in assets, said the announcements come on the heels of the launch of CWM, LLC, its own independent RIA.
09/08/2011
He has over thirty years experience in financial services
09/08/2011
The Commodity Futures Trading Commission, recently charged with policing the $600 trillion derivatives market, has appointed a technology guru to help it oversee the complex industry.
09/08/2011
Evercore Wealth Management has poached another high-value team
09/08/2011
An industry leader with more than 25 years of experience
09/08/2011
Scotia Asset Management L.P. today announced portfolio advisor changes to Scotia Private U.S. Mid Cap Value Pool and Scotia Private Canadian Mid Cap Pool.
09/08/2011
On Tuesday, Reuters reported quoting Mr. Jes Stanley, JPMorgan Chase & Co.’s (JPM - Analyst Report) investment banking Chief Executive, that the company has no plans to retrench employees in the near future.
09/08/2011
He brings more than 30 years of experience in the wealth management industry to his role, with more than 16 years of family governance expertise.
09/06/2011
JPMorgan Chase today announced the appointment of Mr. Deepak Mangla as Chief Executive Officer, India Global Service Center.
09/06/2011
Henry named managing director for PNC Greater Maryland
09/05/2011
BNY Mellon recruits official for key role in wealth mgmt
09/05/2011
RBC Capital taps Credit Suisse official for loan sales
09/02/2011
He will advise high-net-worth families, nonprofits and professional services firms on comprehensive wealth management strategies and private banking solutions.
09/02/2011
Saba Capital said to hire JPMorgan's exec
09/02/2011
Bank Leumi USA taps new deputy CEO
09/01/2011
Morgan Stanley adds three advisers from Merrill