05/10/2012
Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce
05/09/2012
US Wealth Management firm Expands Team
Tiedemann Wealth Management has announced an expansion of its client services and business development team
05/09/2012
Chad Clary and Dane Crunk, who had been with Merrill Lynch since 1999 and 2000, respectively, registered Syntal Capital Partners LLC with the SEC on May 4 and announced their partnership with Dynasty this morning.
05/09/2012
Witthohn, CFA, has joined Emerald Asset Management, Inc. as Vice President for Product Development and ETF Strategies
05/08/2012
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
05/08/2012
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
05/08/2012
Citi hires from JP Morgan's private wealth unit
He started his career in the infrastructure and operations group at JP Morgan, eventually working his way into the wealth management business.
05/08/2012
Janus Capital Group Inc JNS +2.92% today announced two senior-level appointments aligned with its efforts to enhance relationships and meet the evolving needs of clients around the globe.
05/07/2012
Oppenheimer appoints Chief Market Strategist
He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients
05/04/2012
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.
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
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 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
He joined Bank of America in 1989 and served in several GCB leadership positions before moving to Los Angeles in 2005.
05/03/2012
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
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 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
Tim Ballard has nearly 16 years of experience in Institutional Equity Sales.