04/01/2013
Itau Asset Management's institutional chief departs
His departure is part of a restructuring across all lines of business of parent company Itaú Unibanco.
People Moves
04/01/2013
CIO Joins Fortress's Logan Circle Partners to Lead Growth Equities Investment Business
He will build out the growth equities investment business in Tampa, Florida.
04/01/2013
National Advisors Trust names Combs as CEO
James Combs Jr. is the new CEO of Overland Park-based National Trust Advisors Co
04/01/2013
Baldwin Brothers teams up to launch sustainable wealth management platform
Adam Seitchik and Farnum Brown have joined with Marion, MA wealth manager Baldwin Brothers Inc.
04/01/2013
Dynasty expands with adviser team from Merrill Lynch
He and his team created Archford Capital Strategies in 2013
04/01/2013
Legg Mason's CEO Names Executive Leadership Team
Legg Mason has announced a series of appointments to align its executive leadership team with the Company's growth objectives.
03/31/2013
American Realty Capital Adds Seven to Team
American Realty Capital has announced that it has added seven key executives over the past month who will add to the firm’s core competencies and strengths.
03/28/2013
RBC Wealth Management Recruits Five from Morgan Stanley
RBC Wealth Management has strengthened its presence in Pittsburgh with the addition of five advisors with $2.8 million in combined production.
03/28/2013
FutureGen appoints wealth management vet
He has over eight years of experience in the high net worth private wealth management industry
03/28/2013
JPMorgan workout executive leaves after CIO turmoil
She is the latest senior executive to leave JPMorgan since another group within the CIO lost $6.2 billion (4 billion pounds) on the so-called "London Whale" derivatives trades.
03/27/2013
Nomura Hires Former Bank of America Merrill Lynch Banker
Yasuhiro Fujiwara will join Nomura as a managing director
03/26/2013
JMP Group Announces Managing Director to Investment Banking Division
He was a managing director serving as head of mergers and acquisitions and head of financial sponsors coverage at Cowen & Co.
03/26/2013
Salient Expands Investments Team With Two Additions
New Directors of Investments Join Portfolio Management Group, Bringing Innovative Investment Strategies to Institutional and Retail Investors
03/26/2013
Manulife Asset Management Adds New U.S. Small Cap Equity Team
Expands equity capabilities with veteran team managing Small Cap Value and Small Cap Core Strategies
03/26/2013
Harris myCFO names head of National sales
Michael brings an extensive knowledge of the complex issues that confront the wealthiest families in our country
03/25/2013
Wealth management firm hires Cook Ponzi scheme whistleblower
He was most recently a portfolio manager at New York-based G2 Trading
03/25/2013
UBS loses top U.S. tech banker
He was based in San Francisco, and at one point led a team of around 40 professionals.
03/25/2013
Donald joins Bank of America's board
He is one of six new directors appointed to the 18-member board this year.
03/25/2013
Sberbank puts ex-RBS banker in charge of FICC sales
Sberbank has hired Peter Urbanczyk
03/24/2013
BlackRock hires Credit Suisse executive to bolster hedge fund unit
BlackRock, the world's largest money manager, hired Andy Stewart, head of one of Credit Suisse's hedge fund units