07/28/2015
Merrill Grabs Another Barclays Wealth Team
Advisers Peter Kong and John Shaw joined Merrill’s ultra-high-net-worth team in San Francisco
People Moves
07/28/2015
Manulife Asset Management appoints Head Currency Trader
His hiring represents a significant commitment of resources to our firm's currency management and trading capabilities
07/28/2015
R.J. O'Brien appoints head of forex unit in New York
He has also worked at ABN AMRO and Barclays Bank Plc .
07/28/2015
BAML Names New Head of Canadian Stock Research
Based in Toronto and already a Merrill Lynch employee, will continue as the firm’s global coordinator of metals and mining coverage.
07/28/2015
ACE Announces Future Leadership Team for Company’s North American Insurance Operations
Appointments to become effective upon completion of ACE’s acquisition of Chubb
07/28/2015
Waldron Private Wealth hires big bank vets
Waldron Private Wealth has added two veteran financial professionals who previously worked at two of Pittsburgh’s largest financial institutions.
07/28/2015
Evercore Adds Ex-Merrill Banker Baxter for Health-Care Deals
Evercore has added at least 10 senior managing directors in its advisory business
07/28/2015
AIG Appoints New Chief Investment Officer
He began his career at JPMorgan Chase & Co., where he held a variety of positions, including Global Head of Proprietary Trading and co-Treasurer, and built the Hybrid Derivatives business.
07/27/2015
Janus Capital boosts Board
He is assuming additional responsibilities at Dai-ichi Life; therefore he and Dai-ichi Life determined that now is an appropriate time for him to transition off the Board.
07/27/2015
Nikko announces Americas sales head, new products
He will be upgrading our business development capability to meet the sophisticated needs of investors in the Americas.
07/27/2015
Tony Dalton Joins R.J. O'Brien as Head of FX Division
Dalton is widely considered one of the pioneers of foreign exchange prime brokerage
07/27/2015
Noyes Continues to Expand Its Wealth Management Team
Wealth Advisor Stuart Pearl Joins the Firm
07/24/2015
Wells Fargo Promotes Exec to Lead Three Business Lines
Wells Fargo has expanded the leadership of Perry Pelos, head of commercial banking, to include corporate banking and treasury management.
07/24/2015
American National appoints Plexus Capital CFO to board
Ronda will be a true asset to our board of directors
07/24/2015
360 Wealth Management boosts team
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors.
07/24/2015
$160M Advisor Returns to RBC
An advisor, who generated $1.6 million in production while at J.P. Morgan has left to rejoin RBC after six years
07/24/2015
Merrill Lynch nabs $1.3 billion UBS team
The carousel of wirehouse advisers continues to spin
07/24/2015
Another Billion-Dollar Advisor Leaves Merrill – Business or Personal?
Merrill Lynch discharged an advisor who once oversaw $5 billion in client assets, the latest big producer to exit the wirehouse under a cloud.
07/23/2015
Northern Trust Elects Thomas E. Richards to Board of Directors
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
Bonwick bolsters M&A and Corporate Finance Capabilities
Founding Partner at Nas’s QueensBridge Venture Fund Brings Tech Expertise, New Talent to Firm Appointment Marks the Reunion of Former Goldman Sachs Bankers