10/21/2014
US alternatives specialist names new investment head
Parametric is a subsidiary of US asset management firm Eaton Vance. It specialises in quant-backed and alternative asset allocation.
People Moves
10/21/2014
Morgan Stanley Wealth Management hires financial advisers from JP Morgan Chase
The duo had a combined production of $2.1 million and managed assets of about $175 million while working at JP Morgan.
10/21/2014
Evanston Capital Management Hires Head of Strategic Business Development
Evanston Capital Management, LLC, an alternative investment management firm with approximately $4.9 billion of assets under management, is pleased to announce the addition of Lance Donenberg, Principal & Head of Strategic Business Development, effecti
10/21/2014
Grant Thornton names International Business Center director for the Americas and Central region
Grant Thornton’s IBC directors are an instrumental point of connection for professionals throughout the firm, handling international-related inquiries and opportunities and serving as a liaison for Grant Thornton International Ltd (GTIL) member firm
10/20/2014
Jefferies Grabs Barclays Team
The firm’s Wealth Management business is dedicated to serving ultra-high net worth individuals, family offices and foundations
10/20/2014
GBI Names New Head Of Wealth Management
Former World Gold Council Exec Bob Alderman Joins GBI
10/17/2014
UBS Global Asset Management Names Ned McNally to Its US Financial Institutions Group
UBS Global Asset Management, a division of UBS AG, has hired Ned McNally as a Director and National Sales Manager, focusing on business development efforts in its US Financial Institutions Group.
10/16/2014
Deutsche AWM boosts Mexico HNW team
She will be responsible for developing and strengthening the Bank's relationships with ultra-high-net-worth clients in Mexico.
10/16/2014
BNY Mellon Wealth Management Adds 2 Sales Directors in NY, NJ
BNY Mellon Wealth Management is boosting its sales team in the tri-state region.
10/16/2014
Cushman & Wakefield appoints Head of Strategic Accounts
Cushman & Wakefield announced today that Laura Pomerantz has joined the firm as Vice Chairman and Head of Strategic Accounts, effective immediately.
10/15/2014
U.S. Bank boosts wealth management team
He joins from Key Private Bank, where he was vice president and relationship manager, U.S. Bank said in a statement.
10/15/2014
Pinyon Asset Management Forms Strategic Partnership with GCM Grosvenor
We believe today’s environment presents attractive, global, catalyst-driven investment opportunities in our core markets
10/15/2014
Morgan Stanley Alternative Investment Partners taps IFC’s Wilton as MD
Morgan Stanley today announced that David Wilton will join Morgan Stanley Alternative Investment Partners (AIP) as a Managing Director with a focus on private equity impact investing.
10/15/2014
TIAA-CREF’s Covariance appoints chief executive
Covariance Capital Management, a provider of outsourced endowment management services to educational, healthcare and other non-profits, has appointed Kevin Nee as chief executive officer.
10/15/2014
Deutsche Asset & Wealth Management hires another from JP Morgan
She joins from JP Morgan Private Bank in New York where she had a similar role
10/14/2014
Nomura beefs up investment banking unit with 15 hires
Asia-based financial services group Nomura has expanded its investment banking division with 15 senior appointments.
10/14/2014
PwC US Leader of Financial Services Practice
He will also be actively involved in PwC's west cluster (North and South America) as well as the firm's global financial services practice. Stadtler succeeds James Flanagan who has been elevated to PwC'sEast Region Vice Chair.
10/14/2014
Houlihan Lokey Expands Its Due Diligence Platform With New Hire
He has extensive experience in numerous industry sectors including, but not limited to, financial services, consumer, manufacturing and distribution, chemicals, and several energy subsectors.
10/14/2014
Fidelity's Abigail Johnson Gains CEO Title from Her Father
Abigail Johnson has taken another big step toward being the next leader of Fidelity Investments after the company said she will add the title of chief executive to her duties.
10/14/2014
Leading US family office Names new CEO
He has been Chief Operating Officer of the firm for the past eight years