03/12/2012
Beth Brown, head of intermediary distribution at Columbia Management, which had $326 billion in assets under management at the end of 2011, will leave at the end of March, a company spokesman said.
03/09/2012
Mr. Perna has been an independent Trustee of the funds since 2006. John F. Cogan, Jr., the current Chairman, will continue to serve as President (Principal Executive Officer) and a Trustee of the funds. The transition to an independent Chairman accords wi
03/09/2012
Silverman, 71, who resigned from Apollo last month, will join the firm March 16 as vice chairman of its investment management business and will be based in New York, according to a statement today from Guggenheim Partners.
03/09/2012
Through the Portfolio Management Program, Baird Private Equity builds value in its investments by partnering with portfolio company management to develop and execute strategies that drive profitable growth and margin enhancement.
03/09/2012
Braca assumes his new role after serving as Regional President for TD Bank's Metro New York market and Head of Healthcare Banking.
03/09/2012
Prior to joining UCNB, Mr. Leibowitz served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University
03/09/2012
BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.
03/09/2012
UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.
03/08/2012
In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.
03/08/2012
For Condron, the move to Morgan Stanley Smith Barney is a return to his roots at Salomon Smith Barney, where he started in the late 1990s.
03/08/2012
Standard Chartered’s SME Banking business delivered income growth of 14 per cent year-on-year for 2011, and lending to SMEs was up nine per cent year-on-year to $19.2 billion as the bank continues to support economic growth and development across it
03/08/2012
He was later appointed the Global Head of the Private Client Services group for Credit Suisse First Boston headquartered in New York City and Boston. He subsequently founded Cadigan Capital Management, LLC, managing investment portfolios for high net wort
03/08/2012
Base pay increases in the world’s financial services sector continue to be markedly different depending on region, according to new data issued by Mercer.
03/08/2012
The appointments reflect Cantor's commitment to growing its prime brokerage business through enhanced client coverage, and broader distribution of its full-service equity and fixed income prime brokerage capabilities to hedge funds and money managers
03/07/2012
In addition to these duties, he will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family
03/07/2012
Mr. Ward has more than 30 years of experience in the investment banking industry, having served in senior positions at leading financial institutions for the past two decades.
03/07/2012
OMAM believes its multi-boutique capabilities, matched with its strong performance in high demand asset classes, position it to take an active role in growing business outside the U.S.
03/07/2012
Bank of America had 282,000 full-time employees at the end of 2011, according to the latest official tally, published in its annual 10-K filing with the Securities and Exchange Commission last month.
03/07/2012
She succeeds Joseph Bonocore, who was appointed in late 2010 and left a year later for personal reasons.
03/06/2012
Senior Investment Consultant Expands Wealth Management Team In Boston