04/21/2015
RBC hires three advisers from Morgan Stanley
RBC Wealth Management, part of Royal Bank of Canada, hired three Morgan Stanley financial advisers at a suburban Pittsburgh brokerage office
04/21/2015
Buck believes her experience will provide clients with insights into the workings of the federal government and pension regulation decisions.
04/20/2015
A fast-growing asset management firm has landed three big hires from large banks in recent weeks.
04/20/2015
Revenue from traditional asset management climbed 6 percent last year to $1.8 billion, while revenue from merchant-banking and real estate investing each dropped by a third as new rules limited the bank’s ability to invest its own money in those are
04/20/2015
He returned in February 2011 and assumed the role of Chief Financial Officer. Prior to rejoining us, he was the Chief Financial Officer of Commonwealth Management Partners, LLP, a privately-held investment management company.
04/20/2015
Ed Moriarty, head of Morgan Stanley's merchant banking and real estate business, has taken on the additional role of overseeing alternative investments and managed futures
04/20/2015
Stressing continuity, they seek bigger footprint in U.S., Europe
04/20/2015
Leo Svoboda will be joining NYC-based hedge fund Penso Advisors in May
04/20/2015
BNY Mellon appoints Chief Auditor
She joins BNY Mellon from American International Group
04/17/2015
CEO of Cantor's wealth unit to depart
He helped build Cantor Fitzgerald Wealth Partners
04/17/2015
Bloomberg cited in its report an unnamed Democrat familiar with the decision
04/16/2015
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear
04/16/2015
Financial group Bank of New York Mellon Corp has appointed Scott Strochak and Natalie Oh as senior wealth directors
04/16/2015
Startup backed by some of Wall Street’s biggest names seeks faster growth
04/16/2015
Fidelity Bank has promoted four of its commercial lending professionals
04/16/2015
Ben Bernanke, former chairman of the U.S. Federal Reserve, will become a senior adviser to hedge fund Citadel Investment Group
04/16/2015
Carlyle Group LP has enlisted former Wal-Mart Stores Inc. Chief Executive Mike Duke to join the stable of executives the private-equity firm taps to help it find and vet deals and steer the companies it owns.
04/16/2015
Melissa Iagulli joins iCapital with over a decade of experience conducting advanced financial analysis
04/15/2015
Patrick has extensive experience as a senior banker
04/15/2015
Boston Private plans to be a distinctive Wealth Management, Trust and Private Banking organization
These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.