12/08/2015
$1.1B Team Jumps to Wells Fargo
They serve wealthy families, foundations and endowments.
People Moves
12/07/2015
Paul Allegretti Joins Cushman & Wakefield as Senior Managing Director of Asset Services, East Region
He is a graduate of Fairleigh Dickinson University and earned a M.S. in Real Estate from New York University.
12/07/2015
JPMorgan hires four for Brazil private banking unit, sources say
The four bankers will report to Juliana Pagetti, a managing director for JPMorgan's private banking unit based in São Paulo,
12/06/2015
Former Chief Compliance Officer for Bessemer Trust Joins Venable
He brings wealth of in-house experience in financial compliance and risk management from leading investment advisory and wealth management firms
12/06/2015
Merrill Names New Head of Chief Investment Office
Wolfe previously served as CIO of Merrill Lynch's elite Private Banking & Investment Group.
12/04/2015
Alvarez Arrieta & Diaz-Silveira Announces New Partner - Colleen Grady
Alvarez Arrieta & Diaz-Silveira LLP
12/04/2015
U.S. Bank Names John Benevides as East Region President of The Private Client Reserve
He is a board member, finance committee member and chairs the advancement committee of Sinai Hospital System
12/04/2015
AIG Dismisses Four Top Executives in Its Real-Estate Group
As part of its real-estate restructuring, AIG intends to scale back its Mexico investments
12/03/2015
Janus fixed income CIO to depart
Enrique joined Janus in September 2013.
12/03/2015
Maitland beefs up staff with four new additions
Bill has two decades worth of experience within financial services
12/03/2015
Janus Fundamental Fixed Income Chief Investment Officer Gibson Smith to Depart Janus at the End of Q1 2016
Our bench strength is deep and we are able to promote from within to address the future needs of the business.
12/03/2015
Newton's North America head exits
Based in New York, Wylie was also on the board and reported directly to chief executive Helena Morrissey.
12/02/2015
Deimos Asset Management Hires Brasidas Duo Withaar and Deitch
Before founding Brasidas, Withaar and Deitch were portfolio managers for over four years at Millennium Management.
12/02/2015
Jon Witharr and Steve Deitch join hedge fund manager Deimos Asset Management as MDs and portfolio managers
The Brasidas Capital Management team of Jon Withaar and Steve Deitch have joined multi-strategy hedge fund manager Deimos Asset Management as Managing Directors and Portfolio Managers.
12/02/2015
JLT Specialty USA Announces Appointment of Nikki Brown as Senior Vice President of the Fine Art, Jewelry and Specie Practice
Brown holds a B.A. in Risk Management with a minor in Art History from the University of Georgia
12/02/2015
Gravita Announces Several New Hires To Support Rapid Growth Of Platform
Gravitas is a leading collaborative outsourcing partner for the hedge fund space.
12/02/2015
Morgan Stanley names Collins to global healthcare banking co-head role: memo
A veteran mergers and acquisitions banker, Collins most recently served as global operations officer in the investment banking division.
12/02/2015
Jasper Vaccaro Named Market Leader for Private Client Services at Wisconsin Bank & Trust
His primary responsibility is to lead and grow the entire Private Client Services offering in the states of Wisconsin and Illinois.
12/01/2015
Fiduciary Trust Expands Custody Capabilities
Experienced executive joins in a newly created Head of Custody role to enhance Fiduciary as a provider of choice for mid-sized custody clients
12/01/2015
Dundee Corporation Makes Key Strategic Hire as it Builds Out Its Wealth Management Division
Adam Donsky is a top-level portfolio manager with deep insight in global equities.