08/10/2013
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
NieuweWeme has worked at ING for 13 years
08/08/2013
She is still negotiating her specific role
08/05/2013
Russell Investments has appointed a global chief investment officer who will direct their asset manager investments and the implementation and the search for new activities worldwide.
08/05/2013
Frederick Buffone has joined the company as a Managing Director and Head of Capital Markets
08/05/2013
TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank, America’s Most Convenient Bank and its affiliates.
08/05/2013
TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida
08/05/2013
UBS AG Switzerland’s biggest lender, has has hired investment banker Steve Pierson from Credit Suisse Group AG amid an effort to bolster coverage of financial-services firms.
08/05/2013
He will focus on the property-casualty insurance sector as part of the firm's equity research team.
08/05/2013
He will lead a team of accomplished wealth professionals in bringing a comprehensive offering of private banking, lending, investment and trust solutions to clients in the region.
08/04/2013
Deutsche Asset & Wealth Management announced that Richard Glass joined the firm as U.S. Head of Small and Mid Cap Value Equities.
08/04/2013
He joins Janney from Morgan Stanley
08/04/2013
He was an advisor with New York Life for more than 30 years.
08/04/2013
The bank’s ultra-high-net-worth unit has hired four managing directors at its newly opened office
08/04/2013
Blair Ege has joined Citi Private Bank in its Washington, DC, office as director and ultra-high-net-worth private banker
08/01/2013
The appointment is effective as of Thursday
08/01/2013
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.
08/01/2013
he chief executive of discount brokerage firm TD Ameritrade Holding Corp has signed a four-year employment agreement guaranteeing an annual base salary of $900,000 and target annual cash and stock incentives of $5.6 million through October 1, 2017.
08/01/2013
American Century Investments has promoted two senior investment analysts to portfolio manager positions on the team managing the firm’s U.S. Large Cap Quality Growth
07/31/2013
Banking giant HSBC Holdings said Wednesday James B Comey, Jr., an independent non-executive Director, has resigned from the Board