12/19/2017
Investec is said to hire banker to oversee Americas clean-tech
Investec has become one of the biggest backers of US rooftop solar projects
People Moves
12/19/2017
Savino joins Carlyle Group from BlackRock
Carlyle Group said Dec. 19 that Matthew Savino has joined the firm as a managing director and head of US capital markets with its global capital markets team. Savino was previously with BlackRock Inc where he was a managing director and global head of alt
12/19/2017
Branson Appointment Was Apparently Key to Hyperloop One $50M Funding
Branson’s chairman position doesn’t involve executive duties
12/19/2017
Ripple adds Morgan Stanley veteran to board of directors
When Cruz joined the bank in 1982, she was the third founding member of the foreign exchange group, according to a news release
12/18/2017
Wymer Brownlee Appoints Craig Riffel to Newly-Created Role of General Counsel and Launches Access to Concierge Legal Services for Clients
High Net Worth-Focused Wealth Manager to Augment Financial Planning, Investment Management and Tax Advisory Services with Access to Sophisticated Legal Solutions
12/18/2017
Ex-Wirehouse Exec Back on the Front Lines with Morgan Stanley
This is a conversation I’ve been dying to have
12/18/2017
Fieldpoint Private Welcomes Team from J.P. Morgan
Landmark Group manages over $700 million for wealthy client families
12/18/2017
First Reserve promotes four
First Reserve has promoted four of its investment professionals. Brooks Shughart and Edward T. Bialas will become managing directors while Jesse Krynak and David M. McFarland will become directors. The appointments are effective January 1, 2018.
12/18/2017
Chubb Names Senior Vice President, Major Accounts Property
He has more than 15 years of insurance experience, with seven years spent at Chubb.
12/18/2017
BNY Mellon Wealth Management Names Wealth Director in San Francisco
He holds a Bachelor of Arts from the University of California, Santa Barbara.
12/18/2017
Ashurst announces two partner appointments in US
Ashurst has announced the appointment of Michael Neary and Sarah Rackoff as partners in its New York and Washington DC offices respectively
12/14/2017
A partner has left Tourbillon Capital, a struggling New York hedge fund
Karp has been warning of "frothy speculation" in the markets and has been preaching patience in client letters.
12/14/2017
Partners Capital Continues to Expand and Diversify its Senior Management Team in London and Boston
Four other promotions from Senior Principal to Managing Director were announced.
12/14/2017
Another UBS Team Fled in Advance of Protocol, Merrill Vet Goes Independent
The Protocol, which Morgan Stanley left last month, permits brokers moving among signatory firms to take customer-contact information to jump-start their practices at new employers.
12/14/2017
Bank of America Names Maria Zuber to Board of Directors
Zuber has been appointed to the Enterprise Risk and Corporate Governance Committees of the Bank of America Board of Directors.
12/14/2017
Raymond James sweeps up advisors with nearly $1.4B
They bolted from UBS and officially registered with Raymond James on November 30
12/13/2017
Boston Private gatekeeper exits
Before joining Boston Private, Keller was a portfolio manager and research analyst at $4 billion RIA Banyan Partners
12/13/2017
OutSystems Announces the Appointment of John Kinzer, HubSpot CFO, to the Board of Directors
He played a key role in HubSpot's initial public offering in 2014, as well as in leading the recent $400 million dollar convertible bond offering.
12/13/2017
Brian Smith Leaves First Republic for Fieldpoint Private
With roots in Greenwich, Connecticut, and New York City, the firm expanded to Palm Beach in 2016, and in its first decade has become the fastest growing new private bank in America.
12/13/2017
David J. Reavy Named National Sector Leader For KPMG's U.S. Banking & Capital Markets
An Audit partner based in New York, Reavy began his career at KPMG in 1989