04/18/2017
Odgers Berndtson Continues U.S. Expansion
Odgers Berndtson is well-positioned to do this in the asset and wealth management world given our recruiting expertise and commitment leadership assessment and development.
People Moves
04/18/2017
Two earn wealth adviser status
The private wealth adviser status, experience in providing comprehensive financial planning and advice is required.
04/18/2017
Teneo Expands Restructuring Capabilities
Restructuring advisory is an important service offering which is complementary to Teneo's broad suite of skills.
04/18/2017
Janney Promotes Four Industry Veterans, Strengthens Leadership Team
Has been promoted to Head of Private Client Group Trading.
04/18/2017
Prosperity Capital Advisors Names Industry Veteran Douglas S. King, CFP® President and Chief Executive Officer
We began as a mastermind group of a handful of top advisors just six years ago.
04/18/2017
Wells Fargo promotes three insiders to executive positions
He will also share joint responsibility for all international private client business within Wells Fargo Advisors, per the memo.
04/18/2017
Houlihan Lokey Strengthens Healthcare Information Technology Coverage wuth New Hire
Prior to Deutsche Bank, he was a Vice President in the Healthcare Services banking group at RBC Capital Markets
04/18/2017
Acadian Asset Management Appoints Catherine Canney as Director of Corporate & Digital Marketing
She held various roles at MIT Sloan in global engagement, stewardship and donor relations.
04/17/2017
Robert Ashcroft Joins Northern Trust Wealth Management to Lead Business Owner Consulting
He has also assisted management teams with buyouts, fundraising, and acquisitions.
04/17/2017
Seeking Growth, Next Capital Management
We will now have access to better data and analytics about our business that will drive more thoughtful decision making in the future.
04/17/2017
SEI Names Rachel Volynsky Canadian Equity Portfolio Manager
In this role, Volynsky will be responsible for the management of all Canadian equity strategies and report to Jason Collins
04/17/2017
Charles Citro Named Managing Director of Commercial Mortgage-Backed Securities Ratings and Analytics for Morningstar Credit Ratings
He was responsible for credit decisions related to the origination of commercial real estate loans for the CMBS Desk.
04/13/2017
Morgan Stanley compliance chief Fenrich leaving for hedge fund
Compliance officers have become critical figures on Wall Street since the financial crisis, helping to ensure that bankers and traders stay out of trouble and avoid massive fines.
04/13/2017
Merrill Lynch Adds Duo from Wells Fargo Private Bank
Meanwhile, the $600-million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit
04/13/2017
Merrill Lynch Hires International Financial Advisor from Morgan Stanley
We are excited and pleased that Leon chose Merrill Lynch to expand his capabilities and accelerate the growth of his business. Leon and Johanna are a great team who will add to our ability to serve international clients in Latin America.”
04/12/2017
Law Firm Boosts Fintech Practice with New Hires
Jacob’s practice focuses on blockchain/distributed ledger technology (DLT) and fintech
04/12/2017
Merrill Lynch Hires Private Wealth Advisors from Wells Fargo
Tim holds a bachelor’s degree from the University of Oregon
04/12/2017
UBS wealth management unit names new head of capital markets
In addition, Peter Hill will be joining UBS WMA as head of public finance from Wells Fargo where he was U.S. head of public finance since 2009.
04/11/2017
Goldman Sachs Team’s Split (from Firm and Internally) Creates Waves
The firm’s private wealth group that services wealthy individuals
04/11/2017
First State builds five-strong high yield team
Expansion of fixed income capabilities