10/31/2017
StanChart announces Management Team changes
Karen will stand down from the Group’s Management Team on 30 November 2017
People Moves
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.
10/30/2017
Kestra Private Wealth Services Recruits Experienced Financial Advisors
The White Cap team has a combined 40 years of wealth management experience
10/30/2017
Credit Suisse appoints head of Americas M&A
He rejoined Credit Suisse in 2011.
10/30/2017
Burnham Gibson Wealth Advisors Announces Promotions within its Retirement Division
Prior to his more than four years with Burnham Gibson, Park was a consultant with Spectrem Group
10/30/2017
Cleary Gottlieb Elects 13 New Partners and Counsel
It is a great pleasure to announce the election of our new partners and counsel,” said Cleary Gottlieb Managing Partner Michael Gerstenzang.
10/27/2017
Coastal Bridge Advisors Makes Moves to Expand
She will lead the firm’s business development efforts in the Bay area.
10/25/2017
U.S. Trust Announces New Hires in September
Janet Jacobs has joined the Seattle office as a Philanthropic Client Manager.
10/25/2017
Private Equity Billionaires Hand Over Carlyle Group To New Leaders
It does seem like the end of an era at Carlyle.
10/25/2017
Citi Private Bank Expands Presence in Southwest
Chris Klecka Joins as Ultra High Net Worth Private Banker
10/25/2017
Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
Raymond James affilate celebrates the addition of Tim Davis to flagship Boston office from Morgan Stanley
10/25/2017
This expansionary hedge fund has just hired a top salesman from UBS in New York
She worked in oil and gas equity research at Credit Suisse.
10/24/2017
Wells Fargo Asset Management Expands Multi-Asset Solutions Team
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.
10/24/2017
Oppenheimer & Co. Inc. Announces Three New Debt Capital Markets Hires
The new hires are responsible for origination and structuring of new issue debt instruments.
10/24/2017
AXA Financial Board Member Bertram Scott Named to Savoy Magazine’s roster of Most Influential Black Corporate Directors
He took over management of all products for the company, including group annuities and mutual funds.
10/23/2017
Steward Partners' latest hire: $200M team from Morgan Stanley
They're the latest advisors to jump from the wirehouse to independent channel amid recruiting cutbacks at UBS, Morgan Stanley and Merrill Lynch.
10/23/2017
RBC Wealth Management Ramps Up Indie and Captive Benefits for Big Expansion Goal
A spokeswoman for RBC WM says the firm won’t “disclose the number of recruits” it has gleaned in its parent company’s present fiscal year, which ends this month. But she confirms it’s already “the best recruiting year f
10/23/2017
BNY Mellon Appoints Outsourcing Veteran as Head of Middle Office Solutions
Messina is a Certified Public Accountant, with significant previous audit experience as an Ernst & Young partner.
10/23/2017
BNY Mellon appoints Sean Rourke to wealth management division in L.A.
His appointment comes at a time when U.S. financial companies are ramping up their wealth management operations in a bid to lower reliance on more traditional businesses such as trading.