10/22/2013
Wells Fargo Elects Ex-Deloitte Partner to Board
Wells Fargo & Co, the largest U.S. mortgage lender, elected James H. Quigley to the company’s board, bringing the number of members to 15.
People Moves
10/22/2013
Deutsche taps ex-Barclays banker for insurance unit: memo
Deutsche Bank has tapped a former Barclays Plc financial services banker to be co-head of its global insurance group
10/22/2013
Evercore appointed a new Senior Managing Director to Lead Cross-Border Advisory Services in Latin America
He will work closely with Evercore's industry, product and geographic teams, and with the more than fifty bankers currently working in Mexico and Brazil.
10/21/2013
F&C to lose top US small cap trust as Siddles quits for rival
Over five years the UK fund has returned 105% versus an 87% rise in the Russell 2,000 index.
10/21/2013
Jefferies Group hires Citi's Mazzucco to lead Internet banking
Jefferies Group Inc has hired Citigroup banker Tom Mazzucco as managing director and head of Internet investment banking,
10/21/2013
Mack International boosts family office team
Established retained executive search professional and family office consultant Lisa Ryan has joined Chicago-based Mack International LLC,
10/21/2013
Citi Private Bank Expands Palm Beach Team
He also held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.
10/21/2013
Aviva appointed the new president and CEO of Aviva Canada
Our success as a business is built on a tireless dedication to executing the fundamentals of a general insurance company
10/20/2013
Wilmington Trust Adds New Members to Wealth Advisory Team in Florida
Wilmington Trust continues to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.
10/20/2013
Morgan Stanley hires two adviser teams managing $678M
The firm will continue to serve clients at a branch in Duncan, Okla.
10/20/2013
Goldman Sachs Vice Chairman to Step Down at End of Year
He was named to lead the emerging-markets units as part of Blankfein’s push to be “Goldman Sachs in more places.”
10/18/2013
SAC Trader Lia Forcina Said to Leave Hedge Fund for BlueCrest
Lia Forcina, who managed more than $700 million at SAC Capital Advisors LP, has left the hedge-fund firm for BlueCrest Capital Management LLP
10/16/2013
Wealth Management Veteran Joins Abbot Downing
Abbot Downing, with $35 billion in client assets and a 40-year history serving ultra-high-net-worth clients, is part of Wells Fargo's Wealth, Brokerage and Retirement group
10/16/2013
Moelis hires MD from Morgan Stanley
Clients looking for independent, expert and innovative advice will benefit from Jon’s experience and focus'.
10/16/2013
The PrivateBank boosts private wealth services team
She joins The PrivateBank from Verisight where she was Managing Director.
10/16/2013
Morningstar appoints new Chief Financial Officer
She will Join Morningstar as Chief Financial Officer
10/15/2013
Upwelling Capital Group Hires Robert Rakowski as Principal
He brings more than 20 years of financial industry experience to support Upwelling’s core offerings of legacy portfolio solutions, asset management, and strategy consulting services for institutional alternative investors
10/15/2013
Omgeo Names DTCC’s Michael Bodson as Chairman of the Board
Michael Bodson, President and Chief Executive Officer of The Depository Trust & Clearing Corporation, is joining Omgeo’s Board of Managers as Chairman.
10/15/2013
Baker Tilly Adds New Partner
Baker Tilly Virchow Krause, LLP welcomes Jim Alajbegu as a partner in its international tax practice.
10/14/2013
Oppenheimer continues Investment Banking expansion
At Oppenheimer he will continue to focus his coverage on the pet, specialty food and consumer health sectors.