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.
People Moves
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.
05/04/2012
Bank of America Names Greater Los Angeles Market President
He joined Bank of America in 1989 and served in several GCB leadership positions before moving to Los Angeles in 2005.
05/03/2012
Morgan Stanley said to hire Deutsche Bank official for wealth unit
Heaton will join Morgan Stanley’s wealth management business in a senior role, according to the person, who declined to be identified because the company hasn’t publicly announced the hiring.
05/03/2012
Morgan Stanley hires brokers from UBS, Wells Fargo
The advisers, who joined Morgan Stanley Smith Barney in Missouri, Ohio and Texas, were longtime producers at their old firms before moving in April.
05/03/2012
The Private Bank of California makes three key appointments
The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.
05/02/2012
Wunderlich Securities adds to equity capital markets and private client group
Tim Ballard has nearly 16 years of experience in Institutional Equity Sales.
05/02/2012
Perella Weinberg Partners adds new partner
Mr. McGrath has more than 22 years of product management experience in the private wealth business.
05/02/2012
Highland Capital adds to business development team
Ms. Naponic will be responsible for business development and investor relations support. She will report to Clay Shumway, Head of Business Development and will be based in Dallas.
05/02/2012
Bank of America planning more job cuts
An expected sale of the bank’s non-US wealth-management operations in Asia,
05/02/2012
Qatar- Barwa Bank launches Shariah-compliant credit card
Barwa Bank has come out with credit card that offers cash withdrawal facilities of up to 100 percent of the total assigned credit limit, said a senior official of the bank at a press conference yesterday
05/01/2012
Ascent Private Capital appoints regional MD
In his new role, Vowinkel is responsible for driving the growth of Ascent Private Capital Management's new office in Seattle, which will open this summer.
05/01/2012
Park Sterling announces wealth management hiring
Mr. Tuttle has over 20 years of experience leading both sales and product management teams in the wealth arena, primarily in South Carolina. He was most recently an executive vice president and head of Palmetto Bank's Trust and Investment Group, base
05/01/2012
Oppenheimer hires Atlanta branch manager from Raymond James
Morse reports to Bob Okin, Executive Vice President - National Sales, for Oppenheimer & Co.
05/01/2012
Baird hires a top UMB alum
Prior to Baird, Hammond was Executive Vice President and Chief Administrative Officer of UMB Fund Services in Milwaukee.
05/01/2012
Linklaters boosts US tax practice
Both Gordon and Joseph were partners at Dewey & LeBoeuf and are leaders in their field having worked on a significant number of high profile and cutting edge transactions over the years.