02/17/2017
RBC WM, Moola, Ascot Lloyd
The Channel Islands and Asia.
People Moves
02/17/2017
BofA promotes Merrill exec to market president
New leader has been with firm since ’98
02/17/2017
Canaccord appoints new managing director
Vancouver-based Canaccord has announced via an internal memo that Michael Shuh is joining the firm
02/16/2017
Jeffrey R. Williams Joins The Private Bank by Nevada State Bank
His deep knowledge of banking, investments and trust administration.
02/16/2017
RBC Wealth Management group adds member
Their professional knowledge and portfolio management skills and maintaining a high record of customer service.
02/16/2017
Morgan Stanley replaces strategist Adam Parker with Wealth Management chief investment officer
Parker is joining hedge fund Eminence Capital as director of quantitative strategy
02/16/2017
West Monroe Partners adds Martin Glen to M&A team in New York
Glenn holds a Bachelor of Science in Civil & Environmental Engineering from Clarkson University.
02/16/2017
Manager of $22bn BlackRock fund to retire
He also worked with DeSpirito on the management of the Ucits-compliant fund.
02/16/2017
Sun Life Financial announces Chairman succession
Mr. Sutcliffe joined the Board in 2009 following a distinguished career in international financial services and became Chairman in December 2011.
02/16/2017
Digital wealth manager snaps up BlackRock’s robo advice CIO
The firm already partnered with BlackRock in December, embedding its suite of 14 physically-backed ETFs for its model portfolios.
02/16/2017
Talara Capital Management Names Jeff Gutke Managing Director of Private Investments
Has extensive board level experience and a background in engineering, in-field drilling, and production optimization.
02/15/2017
J.P. Morgan Asset Management Appoints James Peagam Head of North America Institutional
He was the Head of EMEA Sales Strategy for BlackRock's Financial Institutions Group and held positions in banking.
02/15/2017
Stifel recruits $180M team from RBC
They are the latest advisers to join Stifel.
02/15/2017
Savills Studley Acquires RP Capital, Names Veteran Michael Rotchford As Co-Head of New Capital Markets Group
The addition of these industry veterans will substantially expand and strengthen Savills Studley's capital markets capabilities.
02/15/2017
THL Credit Announces Executive Appointments and New Hires
THL Credit also announced the additions of Michelle Handy, Eric Lee and Will Karim.
02/15/2017
NXT Capital Expands Asset Management Team with Addition of Linda Chaffin as Head of Institutional Marketing
She will also strengthen NXT's relationships with consultants who work with these investors.
02/15/2017
Advisors Managing $460 Million Leave Morgan Stanley for Raymond James
Having worked for over 20 years with the major Wall Street firms we ultimately realized that bigger isn’t always better.
02/15/2017
Mary Jo White Returns to Debevoise
She was Chair of Debevoise’s Litigation Department from 2002 to 2013, prior to which she served as the United States Attorney for the Southern District of New York for nearly nine years.
02/14/2017
Calamos Investments Appoints Michael Grant Lead Portfolio Manager Of The Calamos US Growth Strategies
He will apply his deep knowledge and expertise as part of the team responsible for the Calamos US growth strategies.
02/14/2017
Departure of Third Point's Keri Findley Means Just 3 Partners Remain
For Third Point, the question is a bit more up in the air.