07/10/2019
Seventy2 Capital Wealth Management Continues Expansion with Addition of Morgan Stanley Advisor
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.
People Moves
07/10/2019
Fund Files: Two veteran managers to depart from BNY
Your daily roundup of the latest fund launches, manager moves and strategy shifts.
07/10/2019
UBS Loses Top Wealth HR Executive
Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.
07/09/2019
HSBC USA chief Patrick Burke to retire, Citi veteran to succeed
HSBC Holdings Plc said on Monday that Patrick Burke would retire as HSBC USA's president and chief executive officer and would be succeeded by Citigroup Inc's Michael Roberts. Burke, who joined the company 30 years ago, will retire in October.
07/09/2019
Signature Bank Adds Fifth Private Client Banking Team to San Francisco Office
Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva
07/09/2019
Washington Trust Hires Private Client Advisor in Greater Boston Market
Olson joins Washington Trust with more than 10 years of private client experience.
07/08/2019
Jefferies hires bankers to expand in transport and logistics
They will all be based in Richmond, Virginia, where Jefferies is establishing an office, according to the sources.
07/08/2019
Merrill Lynch Lures Veteran UBS Manager
He began his wealth management career at UBS as an investment associate two decades ago, according to AdvisorHub.
07/04/2019
Daley nephew promoted at Lazard
Thompson is taking on responsibilities that reach beyond Chicago
07/04/2019
Aviva Investors makes triple hire for US equity team
Robert Plaza joins from Key Private Bank, Nick Nikitas from Robert W. Baird and Adam Schmitz from Harris Associates.
07/04/2019
City National Bank Appoints Marcelo Brutti Chief Risk Officer
Marcelo will be responsible for assessing the company’s risks and the controls we have in place to mitigate them, which is central to our effectiveness and performance.”
07/03/2019
ES Bancshares and Empire State Bank boost Board of Director
Kelly’s involvement and knowledge will give the bank the opportunity to further its connections with the communities that we proudly service.”
07/03/2019
Clarien hires chief wealth management officer
Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,
07/03/2019
Deutsche Bank Details American Global Wealth Expansion
The bank has already made inroads on its U.S. hiring spree.
07/02/2019
Merrill Lynch Loses FAs to Morgan Stanley and RBC
The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months
07/02/2019
New partner furthers Withers' California growth strategy
Bryan adds: “Moving to Withers is a great step forward for me and my practice.
07/02/2019
Nuveen Announces Update to Portfolio Management Team
Kevin Murphy, senior managing director, is an emerging markets debt portfolio manager at Wellington.
07/01/2019
Jersey Finance appoints US representative to head up New York office
Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year.
06/27/2019
HSBC North America appoints Chief Financial Officer
Based in New York, Mahtani will report to Patrick J. Burke, President and CEO, HSBC USA, and will join the U.S. Executive Committee.
06/27/2019
Artivest Deepens Leadership with Appointment of Veteran Fintech CFO
25+ Year Industry Leader Karl Jaeger Joins Artivest to Accelerate Growth & Operational Efficiencies