11/25/2015
Over the next three years, the Office of the Chief Investment Officer plans to invest up to an additional $1 billion in public markets and private assets in Asia, including in India.
11/24/2015
So-called quantitative financiers, or quants, have for years come up with innovative, complex ways to analyse and trade on company earnings or economic releases.
11/24/2015
John Lee has been appointed Advisor to Global Custodian
11/24/2015
Appointments Emphasize Commitment to Integrated Wealth Management
11/24/2015
Manning & Napier Expands Board to Eight Members
He will serve on the Nominating and Corporate Governance, Compensation and Audit Committees.
11/24/2015
Mr. Deino was head of emerging market debt at Invesco
11/23/2015
The 13-person team is led by Richard Zinman, Anthony Dertouzos and John Moreno
11/20/2015
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Jankowitz is a 2000 graduate of Rutgers University, earning a bachelor's degree in mathematics.
11/20/2015
Mr. Gilbert, a veteran financial advisor, focuses on business owners, high-net-worth families, and private foundations.
11/20/2015
UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.
11/20/2015
Promotes Chris Perretta to Newly Expanded Enterprise Data & Technology Role and Appoints Antoine Shagoury to Global Chief Information Officer
11/19/2015
Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.
11/19/2015
Mr. Brown was managing director and global head of insurance and pension solutions at Deutsche Asset & Wealth Management.
11/19/2015
Shawn Howard, Tom Barney and Colleen Lussier have joined Berkshire Bank's Wealth Management team
11/19/2015
Multifamily Finance Expert Joins Leading Commercial Real Estate Finance Firm
Mr. Peterson furthers Walker & Dunlop’s strategic goal of increasing its multifamily Agency originations, particularly in areas outside of the market rate product caps.
11/19/2015
Leading Washington, DC-based Investment Sales Team Joins Walker & Dunlop
With a robust market forecast, the addition of Chris and Will will enhance our investment sales platform and provide our existing clients with additional execution options.
11/18/2015
Amundi Smith Breeden boosts Institutional Market Advisory Group
She will be based in California and report to Elke Urban, Executive Vice President, Chief Market Advisory Officer.
11/18/2015
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse