12/04/2013
Fiduciary Trust Appoints Viraj Patel as Director of Asset Allocation
He will also focus on strategic modeling and market based tactical positioning for client portfolios.
12/04/2013
He will also focus on strategic modeling and market based tactical positioning for client portfolios.
12/03/2013
Deutsche Wealth Management appoints President of the DWS Funds
He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.
12/03/2013
The move follows his decision to step away from his day-to-day role with the firm in August 2012
12/02/2013
Morgan Stanley hired high-yield debt analyst Todd Corsair from UBS AG as the fourth-largest underwriter of U.S. corporate bonds bolsters its position and the Swiss firm reduces the size of its investment bank.
12/02/2013
Deutsche Asset & Wealth Management today announced two senior private equity hires to support the growth of its alternatives business in the Americas and worldwide
12/02/2013
The Hiscox direct online small business platform in the US has rapidly grown to over 40,000 policies in force since we launched in October 2010.
12/01/2013
He is uniquely qualified to lead our talented wealth management team as we grow this important line of business for our company.
12/01/2013
The team had an annual revenue production of more than $1 million at Morgan Stanley.
11/29/2013
Try to imagine the local reaction had JPMorgan Chase & Co. sent a battalion of fast-talking New York executives to run the largest bank in Indiana Bank One after it bought the Chicago-based bank in 2004.
11/28/2013
Billionaire Alwaleed’s CFO Said to Quit Kingdom Holding for U.S.
Sanbar is stepping down after more than eight years with Riyadh-based Kingdom to move with his family to the U.S.
11/26/2013
Raymond James Recruits $1.7 Million Team
The team operates as the Massimi Group, an independent firm with offices in Armonk, N.Y. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
11/25/2013
S&P picks Citi custody division head for chief executive
A Citigroup executive has been named president of Standard & Poor’s Ratings Service.
11/25/2013
HighTower Advisors, an independent, adviser-owned firm that has grown by hiring from top U.S. brokerages, said on Monday that a Merrill Lynch adviser and her team have partnered with the firm.
11/25/2013
Bank of America ranks second by assets among U.S. lenders after JPMorgan Chase & Co.
11/24/2013
Hannah Malter is joining UBS’s equity syndicate team for the Americas as the bank aims to put more focus on Latin America.
11/24/2013
Espirito Santo Bank’s private wealth management division and securities brokerage works mostly with foreign clients.
11/24/2013
Transaction services involve holding, moving and financing assets and cash for clients around the world.
11/24/2013
Gov. Andrew Cuomo has appointed Alfred Griffin of Citigroup, Inc. as president of the New York Green Bank
11/24/2013
These accomplished industry professionals have been chosen to direct the HFA’s local event programs, and contribute to the organization’s mission of advancing transparency, development and trust in alternative investments.
11/21/2013
He brings to Blackstone more than thirty years of public company leadership and global operational experience.