03/01/2019
Vontobel Quality Growth Expands Client Portfolio Manager Team
The expansion of our Client Portfolio Manager team is a reflection of our long-term commitment to clients and dedication to reinforcing our global market coverage.”
People Moves
03/01/2019
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today the election of five individuals to its Board of Directors, effective February 19, 2019.
Each of these individuals embodies the investment culture of Loomis Sayles.
03/01/2019
Holland & Knight Adds Int'l Tax Atty From Greenberg Traurig
Seth is a highly respected tax attorney with a fantastic reputation in the market
02/28/2019
JPMorgan hires commercial bankers, leaders across Europe, Asia
The targets are companies with between $500 million to $2 billion in annual revenue and international ambitions, including known brands that already use JPMorgan for their U.S. business and companies whose owners are JPMorgan private wealth clients.
02/28/2019
New President & CEO joins Aspera, market leader for Software Asset Management
The Aspera product portfolio provides insights into all major software vendors and SaaS applications.
02/28/2019
Raymond James Picks Up $738M UBS Team
Raymond James’ technology and product selection were draws
02/28/2019
State Street Names Lou Maiuri as its Chief Operating Officer
30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation
02/28/2019
Shearman & Sterling Welcomes New Partner to Private Client Team
Anna will be responsible for building on the success of our Private Client practice
02/27/2019
Rockefeller Capital Management boosts Private Wealth Management team
As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.
02/27/2019
Cambridge Associates Names President to Oversee Global Investing
Noel O’Neill was promoted to president and head of global investing after more than two decades at the consulting firm.
02/27/2019
SEC Names an Associate Director in the Division of Investment Management
Mr. Fields is a 23-year SEC veteran who has served as Secretary of the Commission since 2014.
02/26/2019
Andersen Tax San Francisco Office Welcomes Managing Director Al Nunez
He has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.
02/26/2019
UBS team managing $738 million near Detroit leaves for Raymond James
Eleven-member group will join RJ's employee unit in Birmingham, Mich.
02/26/2019
Deutsche Bank hires BoA's Innocentin for financial sponsors group
A Bank of America spokesman did not immediately respond to a request for comment.
02/26/2019
Lazard Appoints Managing Director in Private Capital Advisory
“He will be a valuable addition to our team as the secondary and direct private placement market continues to grow in size and scope.”
02/26/2019
Weil Adds Real Estate Partner Evan Levy in New York
Mr. Levy joins Weil from Skadden, Arps, Slate, Meagher & Flom LLP
02/26/2019
Pacific Oak Capital Markets Group Appoints Mark Koshan Manager of Product and Due Diligence
Prior to joining Pacific Oak Capital Markets Group, Koshan served in a similar capacity with KBS Capital Markets Group.
02/26/2019
Evercore Wealth Management appoints Managing Director and Portfolio Manager
He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.
02/25/2019
Ex-UBS Banker Andre Laloni to Join Brazil's Caixa as CFO
A Caixa representative declined to comment.
02/25/2019
UBS proposes former NY Fed head Dudley as board member
The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.