07/09/2012
Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man
07/09/2012
He replaces Patrick Boucher, who headed HSBC's research team in the Americas for six years.
07/08/2012
So what are we doing to correct this imbalance?
07/08/2012
Changes in the Trust & Securities Services and Cash Management for Financial Institutions business will position the business for further growth while maintaining best-in-class client service
07/05/2012
New position announced for company's FX Risk Management Group
07/05/2012
With staff now also on the ground in the U.S., HSBC said its platform covers all major time zones.
07/05/2012
He leads an initial team of nine professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration, and an exceptional client experience in the Cincinnati are
07/05/2012
Former hedge fund partner appointed to lead unit
07/05/2012
He will lead client relationships and investment strategy for the DC office and reports to Regional President Susan Traver.
07/04/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/04/2012
The Securities and Exchange Commission announced the appointment of Ken C. Joseph to lead the Investment Adviser/Investment Company Examination Program in the agency’s New York Regional Office.
07/04/2012
Monday night's memo to staff from Mr Diamond particularly enraged his New York trading floor.
07/03/2012
Martin Currie has announced the appointment of manager Penny Kyle who will join the firm's North American equities team.
07/02/2012
Mr. Molnar and Mr. Nordlicht join the HighTower partnership as Managing Directors and Partners, and collectively manage more than $330 million for corporate executives, entrepreneurs, venture capital firms and high-net-worth families.
07/02/2012
Lincoln’s portfolio included more than $60 billion in corporate bonds as of March 31, according to a company regulatory filing.
07/02/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/02/2012
Merrill's bet is that grooming its own brokers will deliver more bang for the buck and ultimately produce advisers who can eventually match and beat its rival's experienced advisers.
07/02/2012
A Citi spokesman confirmed the appointment.
07/02/2012
Based in New York, LionTree will have two units – an advisory business and an investing business
07/01/2012
Mr. Wightman will join current portfolio managers Michael Lee; Tony Norris; Alex Perrin; and Peter Wilson of First International Advisors and Michael Bray, CFA; Christopher Kauffman, CFA; Niklas Nordenfelt, CFA; Janet Rilling, CFA, CPA; and Phil Susser of