07/11/2014
JPMorgan Names Guyett Asia Co-Head as Esperdy Returns to U.S.
China will now be overseen by UBS AG’s former China Chairman David Li
07/11/2014
China will now be overseen by UBS AG’s former China Chairman David Li
07/11/2014
Raymond James Financial, which employs about 6,200 financial advisers managing $462 billion in client assets, has been ramping up recruiting in recent months.
07/11/2014
I am pleased to welcome Patrick to ARC Global
07/10/2014
During his time at Barclays, Iosilevich worked on several high-profile transactions, including Vivendi on its strategic options for its USD 10bn controlling stake in Activision.
07/10/2014
Former President and CEO of CyberSource Corporation and Operating Committee Member of Visa, Inc.
07/10/2014
Dane joins from Macquarie Capital where he covered healthcare and consumer stocks along with US equity strategy.
07/10/2014
They started up on July 2 in Kingsport, Tenn., calling their firm Center Street Wealth Management.
07/10/2014
He was responsible for high net worth business development and relationship management.
07/10/2014
Stuart Smith, who served as co-head of the bank's global healthcare group with Davidson, will continue to run the team.
07/10/2014
Managing wealth for the ultra-affluent is growing more and more complex
07/10/2014
Wilczewski takes over from Joe Sarbinowski, Head of the Global Client Group's Investment Specialist team for Liquidity Management
07/10/2014
With more than 10 years of industry experience, Coombe joined the Firm as a Director and Private Banker.
07/10/2014
An experienced professional with nearly two decades of experience, Corbett will serve on the firm's executive committee with a focus on executing upon a wide range of strategic and tactical initiatives.
07/10/2014
Wells Fargo has been stepping up its recruitment game
07/10/2014
Prior to joining the Swiss group, Brides had been based in London with BlackRock for 12 years where he had been a co-manager on its Luxembourg-domiciled BGF Global Multi-Asset Income fund.
07/09/2014
In 2013, he was named one of The M&A Advisor's "40 Under 40," which honored emerging business leaders under the age of 40.
07/09/2014
He will serve as a resource to existing and prospective clients and, as a member of the senior leadership team, he will develop strategic initiatives to continue to enhance SSgA’s leadership position in the intermediary business.
07/09/2014
At USAA Wealth Management, Campanella served as wealth management director overseeing a team of advisors
07/09/2014
His appointment is part of the German group’s push to strengthen its Americas-based equity investment team and follows the hire of Richard Glass in April last year who was named US head of small and mid cap value equities.
07/09/2014
The move was announced by Gordon Stofer, President and Managing Partner of Cherry Tree & Associates