11/18/2015
Robertson Stephens appoints MD in San Francisco
Prior to her tenure at Goldman Sachs she taught Geometry and Calculus at The Albany Academies in New York.
People Moves
11/18/2015
Lombard International expands family office market
Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.
11/18/2015
Deutsche money management unit adds co-head of alternatives coverage
The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.
11/18/2015
Swiss private bank parts way with U.S. private-banking head
He will leave in the spring
11/18/2015
Asia’s global investment bank makes six senior hires in the Americas
“We are pleased to welcome these talented and experienced bankers to our team, their expertise and leadership will help to contribute to our growth.”
11/18/2015
Wells Fargo names Sloan president, chief operating officer
The San Francisco-based bank said Tuesday that Tim Sloan will take on the role effective immediately.
11/18/2015
Fiduciary Trust Company Expands Investment Team
The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests
11/17/2015
Washington Wealth Management Adds Former Merrill Lynch Advisor
Mr. Hilliard is Founder and Managing Director of Freedom Pointe Wealth Advisors
11/17/2015
Merrill Advisors With $500M Go Indy
Squarcia, the founding principal of One Charles, most recently served as a senior resident director at Merrill's Hyannis, Mass.
11/17/2015
Nomura Makes Three Senior Hires in Emerging Markets, Americas
These senior hires demonstrate Nomura's commitment to its Global Markets business in the Americas.
11/17/2015
Facebook’s CTO Mike Schroepfer joins Wealthfront’s Board of Directors
Many companies in the financial services industry believe software is simply a tool that can be purchased with a large enough checkbook,” Wealthfront chief executive Adam Nash wrote in a blog post.
11/17/2015
UBS Hires Four Jefferies Bankers
Switzerland’s biggest bank seeks to build its global technology business.
11/17/2015
Executive exits continue at Boston Private
The bank had more than $2.4 billion in outstanding family residential loans as of June 30, one of the highest totals of any bank based in the state.
11/17/2015
$2.9 Billion Team Leaves Merrill For Raymond James
Their reputation is formidable—Chris and his multi-generational team are such a good fit for our firm’s culture and values
11/17/2015
RCS Capital Appoints Lawrence Roth as CEO
RCS Capital, a real estate investment firm founded by entrepreneur Nicholas Schorsch, has been in turbulence after one of its units announced a $23 million accounting error in October last year.
11/16/2015
Standard Chartered's Gulabani Leaving in Management Overhaul
Chief Executive Officer Bill Winters, 54, is eliminating 15,000 jobs to help save $2.9 billion by 2018
11/16/2015
Vance Gray Wealth Management adding tax strategy and planning services
When it came time for us to expand and add this division to our business, Andy was the natural choice for me to head it up.
11/13/2015
Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
Prior to joining Washington Trust, Ryan was a partner at the law firm Partridge Snow & Hahn.
11/13/2015
Deutsche Asset & Wealth Management continues to expand Institutional Global Client Group in the Americas
Reuter joins Deutsche AWM from Mercer Investments, where she spent over a decade and most recently served as Principal and Head of US Real Estate.
11/12/2015
Deutsche Bank announces new investment banking management team
The corporate and transaction banking operations have been brought together in a Corporate & Investment Banking unit to be overseen by current investment bank co-head Jeff Urwin.