11/06/2017
Three Wealth Managers Join First Republic from J.P. Morgan
The advisors were each named Managing Director and Wealth Manager and will work at First Republic Investment Management in Boston.
People Moves
11/06/2017
Janney Announces One New Hire and Two Promotions in its Equity Research Group
Yun Zhong has been hired to cover the biotechnology sector with a focus on gene therapy and central nervous system diseases.
11/06/2017
Janney Adds Seven Advisors Managing Over $400 Million
The advisors join Janney with combined client assets under advisement of over $400 million and production of over $3.3 million.
11/06/2017
SSGA Recruits Global Head Of Fixed Income, Cash And Currency Research
“Ramu’s nearly 20 years of research experience, ability to build strong relationships and lead teams, and develop new products will be an asset to SSGA.”
11/03/2017
Elixirr takes on former Capgemini digital practice lead to expand US business
Rob was formerly the Digital Customer Experience lead for North America at Capgemini.
11/02/2017
Raymond James Beefs Up Team With New Addition
Raymond James New Managing Director For Consumer Markets Investment Banking Practice, Announced
11/02/2017
Independent Financial Group Adds 10 Teams in NPH Fallout
The San Diego-based broker/dealer has recruited 10 offices with $2 billion in client assets from National Planning Corporation.
11/02/2017
Goldman loses key technologist to Bank of America Merrill Lynch
After co-founding a risk management fintech startup.
11/02/2017
Industry Veteran Joins Black Creek Group
He also served as Head of Professional Development for Morgan Stanley.
11/02/2017
Fifth Third lures CIBC exec to run private bank
She oversaw private banking, investment management, trust and brokerage across the personal advisory and corporate client segments.
11/02/2017
Bank of the West's Commercial Banking Group appoints industry expert as Head of Technology Banking
Bubenzer-Paim brings two decades of corporate and investment banking experience
11/02/2017
Wells Fargo Securities names Head of Debt Capital Markets
Wells Fargo Securities veteran to lead one of the premier debt capital markets platforms in investment banking
11/01/2017
Jamie Lorentz Joins Universal Insurance Services As Analyst For Financial Institutions And Institutional Insurance
New Analyst for Corporate and Institutional Insurance For Universal Insurance Services LLC, Announced
11/01/2017
Sun Life Investment Management adds to Canadian institutional business
The expansion of the Canadian distribution team demonstrates Sun Life Investment Management's continued commitment to helping clients address their investment objectives.
11/01/2017
BMO Financial Group builds on strength of North American banking business
Mr. Fowler currently serves as BMO's Group Head, Canadian Personal and Commercial Banking.
11/01/2017
Bank of the West Appoints Beth Hale, Executive Vice President, Head of Product and Payments Solutions for the Retail Banking Group
Hale has over 15 years of banking experience and has worked more than 25 years in the financial services industry.
11/01/2017
Proskauer Promotes 23 Lawyers
Liam Arthur (London) regularly advises financial sponsors and businesses on corporate transactions
10/31/2017
StanChart announces Management Team changes
Karen will stand down from the Group’s Management Team on 30 November 2017
10/31/2017
Powell would be the first investment banker to chair the Fed
He was a visiting scholar at a Washington think tank.
10/31/2017
Waterton dealmaker forms new real estate venture with private-equity execs
The business will operate as the real estate arm of Cresset Capital Management.