03/19/2015
Rothschild Asset Management Announces Appointment of CEO
The appointment underlines the firm's strong commitment to continue building a pre-eminent asset management business for Rothschild North America.
03/19/2015
Newton Investment Management, part of BNY Mellon, has announced the appointment of Henrietta Jowitt and Susan Noble as independent non-executive directors to its board
03/19/2015
Morgan Stanley shuffles wealth and securities executives
In a separate memo, Gorman said Morgan Stanley is also adding three executives to two internal business committees.
03/19/2015
Mellon Wealth Management hires senior wealth director
He previously served as a regional vice president with Fisher Investments where he worked on developing a high net worth client program.
03/19/2015
Private Client Reserve adds two; more
03/18/2015
U.S. Bank's Private Client Reserve offers wealth management services to individuals and families with a net worth of $3 million or more.
03/18/2015
In this role he will develop state of the art placement strategies, ensuring that JLT Specialty USA’s commitment to superior service and product delivery are a prominent part of the company’s value proposition in the energy industry space.
03/18/2015
Blackstone agreed last October to spin off its advisory operations in the second half of this year
03/17/2015
O’Neal’s hire kicks the Lucia’s acquisition plans into high gear
03/17/2015
Froude, 59, who has been with Ameriprise since 2008, will remain with the firm to work on field operations and other projects
03/17/2015
Bank of America Merrill Lynch has to file a form within 30 days
03/17/2015
Morgan Stanley, which employs more than 16,000 brokers, said Mr. Schwala is based in Beverly Hills, Calif.
03/17/2015
D.A. Davidson & Co. boosts Investment Banking Team
He steps into the position of private equity lead at D.A. Davidson with more than 15 years of experience across investment banking and corporate finance.
03/17/2015
Macquarie Group poaches UBS exec to lead US asset manager Delaware
Shawn has significant experience managing and attracting investment talent
03/17/2015
He has 20 years’ experience in the financial services industry.
03/17/2015
BNY Mellon Wealth Management appoints senior director
He has earlier worked with Merrill Lynch as a financial adviser
03/17/2015
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
03/16/2015
Merrill fund sales guru joins American Funds
At American Funds, a unit of The Capital Group of Companies, he is a senior vice president responsible for retail product management and strategy.
03/16/2015
Footprints Asset Management & Research, Inc. (FAMR) recently announced Portfolio Manager and Director of Business Development Beau Starkel has joined their firm
03/16/2015
HE has over 15 years of investment banking experience