10/04/2018
JB Investment Management Team Joins RMB Capital
Addition of Milwaukee-area Team Expands Firm’s Fixed Income Offerings
People Moves
10/03/2018
MDM&C Expands Cross-Border Capabilities to Address Needs of Chinese Investors and Entrepreneurs
Two Seasoned Attorneys Will Advise Chinese Individuals and Companies on U.S. Real Estate Investment Opportunities and Cross-Border Transactions
10/03/2018
Charles Schwab's Senior Advisor Joins Coinbase Board of Directors
After 10 years there, he transitioned to The Cynosure Group, another private equity firm, where he currently serves as a senior advisor.
10/03/2018
Santander Bank Launches Direct Private Investment Practice
Business Pairs Commercial Banking Customers with Potential Family Office Partners
10/03/2018
BNY Mellon Names Avi Shua as Technology Lead for Wealth Management
Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.
10/03/2018
Signature Bank Appoints Three Private Client Banking Teams to Manhattan and Long Island Offices; Eight Teams Added in Total This Year
The team worked together for seven years at Citibank before joining Signature Bank.
10/03/2018
Morgan Stanley Actively Looking for Thousands of New Staff
But the hiring spree appears to be slowing down, according to the web publication
10/02/2018
BNY Mellon Names Sabet Elias in New Role as Chief Technology Officer
Before that, Mr. Elias was the CTO responsible for infrastructure across multiple lines of business with accountability for technology architecture, design, build and operations.
10/02/2018
AFP Provida launches alts unit and appoints new boss
The $50 billion pension fund created the team to screen and select investments in this market
10/02/2018
Aviva Investors brings on head of U.S. equities
The firm made nine hires to its U.K., global and emerging market equities teams in July.
10/02/2018
Sidley Hires Leading Private Equity Lawyers in New York
With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries.
09/30/2018
Falcon Wealth Planning Hires New CFO To Head Tax Division
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception.
09/28/2018
Wilmington Trust Adds Adam Bakhash as Senior Private Client Advisor in Los Angeles Market
Bakhash will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area
09/28/2018
Boston Private Hires New Senior Wealth Advisor in Beverly Hills, California
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.
09/28/2018
BNY Mellon Wealth Management Names Paul J. Simon as Senior Director, Wealth Manager in Naples, Florida
Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
09/28/2018
KDB Expands Intellectual Property Force With 5 Hires
The additions augment KDB’s capabilities in the financial technology (fintech) arena, said KDB Senior Principal Scott Bluni.
09/27/2018
Fiduciary Trust expands New York Office
The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.
09/27/2018
LPL Financial appoints Business Development EVP
He joins LPL from IBM, where he most recently served as vice president and partner.
09/26/2018
UBS names new manager research leader amid reshuffle
Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.
09/25/2018
Wealth Manager Joins leading private bank in Century City
Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager.