08/19/2013
JPMorgan close to picking two new directors: source
JPMorgan Chase & Co is close to naming two new directors with finance and risk management expertise to its board
People Moves
08/18/2013
KKR appoints Senior Advisor
Kohlberg Kravis Roberts & Co. L.P. announced the appointment of Joseph J. Plumeri, former chairman and chief executive officer of The Willis Group, as a Senior Advisor.
08/15/2013
UBS names new US Prime Brokerage head
UBS named Reinhardt Olsen global head of prime brokerage in June, according to a report in Hedge Fund Intelligence. Paul Galietto, the previous head, took over as head of equities for the Americas this year after Peter Forlenza left to join Jefferies Grou
08/14/2013
JPMAM appoints new manager to Sterling Corporate Bond fund
Connecticut-based NorthStar Wealth Partners has added an $866 milion wealth management team that has increased the firm's assets under management to $2 billion.
08/14/2013
BMO Private Bank Hires Senior Private Banker in Chicago
She Brings Over 25 Years of Chicago-Based Wealth Management Experience to Her New Role
08/14/2013
Raymond James Expands Private Client Group Management​
Raymond James has announced a key senior management appointment in its Private Client Group.
08/14/2013
Bank of Washington appoints new president, CEO
The Bank of Washington has announced the appointment of Martin A. Steele as its new president and chief executive officer.
08/14/2013
UBS Appointment Aims to Lure Corporate Clients
UBS is looking to enhance its work with corporate clients with the appointment of Jonathan Brooks as sales director.
08/14/2013
The Conifer Group Adds Key Personnel, Augments Fund Administration and MBO Units
Expands North American Footprint with Opening of Halifax, Nova Scotia Branch as Hedge Fund Industry Sees Record Growth
08/14/2013
U.S. Bank Snares Talent from Rivals for HNW Business
He is a senior member of U.S. Bank Wealth Management’s Asset Management Group, assisting in the development and implementation of investment policies, capabilities and resources nationwide, U.S. Bank said in a press release.
08/13/2013
KPMG Names new U.S. Investment Management Sector leader
Investment Management is one of KPMG's largest sectors and a core part of the Financial Services line of business
08/13/2013
Ex Morgan Stanley, Rothschild MD joins Jefferies
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Big bank plucks Houston financial adviser from Atlantic Trust
Citi has been ramping up its high-net-worth client services in Houston since September 2011
08/12/2013
Neuberger Lures a JP Morgan Exec
We are excited that world-class investment professionals continue to choose Neuberger Berman
08/12/2013
Evercore Wealth hires strategist from GenSpring
We welcome Jewelle to our team
08/12/2013
Wells Fargo Picks Up RBC Vet
The addition of a former RBC advisor with $150 million in assets under management.
08/11/2013
Baird hires advisers from UBS in Chicago, Minnesota
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
GoldenTree expands Emerging Markets tean
He joins as a partner and senior money manager based in New York
08/11/2013
Morgan Stanley Hires Veteran Deutsche Bank Adviser
Morgan Stanley Wealth Management said Monday it hired a veteran adviser who managed $350 million in client assets at Deutsche Bank.
08/11/2013
BMO Private Bank Names Senior Financial Planner
He will be based in Milwaukee and will serve the financial planning needs of clients throughout Southeast Wisconsin.