06/25/2015
RBC Wealth Management grabs $1.2B team from Merrill Lynch
The hires are part of the firm's broader plans to seek out high-quality financial advisers
06/25/2015
The hires are part of the firm's broader plans to seek out high-quality financial advisers
06/25/2015
At Northern Trust, Lawson will be responsible for leading the firm’s wealth management business in Minnesota
06/25/2015
The move comes after J.P. Morgan made a series of promotions in its tech practice.
06/25/2015
U.S. Capital Advisors LLC announced that a team of three seasoned professionals has joined its Wealth Management group
06/25/2015
The new position essentially replaces the job that was previously held by Jane Fraser, who ran global mortgages and U.S. consumer and commercial banking before being promoted to run the Latin America unit starting this month
06/25/2015
The new group will work with the bank’s existing venture-capital coverage bankers and private-wealth management, advising both companies seeking to raise capital and investors looking to buy into private deals.
06/24/2015
The outgoing chairman of Rothschild North America, the New York-based subsidiary controlled by Europe’s most storied banking family, is teaming with activist hedge fund Jana Partners.
06/24/2015
Moelis & Co., the merger-advisory firm that went public last year, hired Tim Fitzsimmons as a managing director in its private-funds advisory business.
06/24/2015
Barclays PLC said Tuesday that Richard Sherlund will join the bank as a managing director and chairman of its software banking practice
06/24/2015
RBC Wealth Management, a division of Royal Bank of Canada, said it hired two financial advisers.
06/24/2015
Seasoned Asset Management Executive to Focus on Key Channels
06/24/2015
After more than 38 years in the banking business the executive vice president of First National Bank & Trust Company of Miami is saying goodbye
06/24/2015
Tom is well respected for a long list of highly difficult completed transactions
06/24/2015
Chaparro will be based in PwC's McLean, Virginia office.
06/24/2015
He was previously a principal with Ares Management
06/24/2015
Guenther will be based in the Denver office of U.S. Bank, a unit of U.S. Bancorp.
06/24/2015
While at AB Bernstein, he opened the firm's first non-U.S. private client office in London and established the investment infrastructure for all non-U.S. private clients.
06/24/2015
A Merrill spokeswoman confirmed the departures but didn’t provide further comment.
06/24/2015
He was previously an executive vice president at Rabobank, where he led the institution's private banking, personal trust, asset management, institutional trust, brokerage, insurance, financial planning and wealth management services
06/23/2015
Jennifer S. Lundmark to be Head of Real Estate Fundraising