07/02/2012
Eaton Vance taps VP, Business Development
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
People Moves
07/02/2012
Merrill banks on training to replenish broker herd
Merrill's bet is that grooming its own brokers will deliver more bang for the buck and ultimately produce advisers who can eventually match and beat its rival's experienced advisers.
07/02/2012
Citi hires Bank of America technology banker Herb Yeh
A Citi spokesman confirmed the appointment.
07/02/2012
Media Banker Launches Boutique
Based in New York, LionTree will have two units – an advisory business and an investing business
07/01/2012
Wells Fargo Funds Management Announces Portfolio Manager
Mr. Wightman will join current portfolio managers Michael Lee; Tony Norris; Alex Perrin; and Peter Wilson of First International Advisors and Michael Bray, CFA; Christopher Kauffman, CFA; Niklas Nordenfelt, CFA; Janet Rilling, CFA, CPA; and Phil Susser of
07/01/2012
Black Diamond Capital taps senior MD
Ms. Fleischhacker will lead the structuring and marketing for CLOs, other structured products, and mezzanine debt. She will also head new product development and play an instrumental role in strategic development and growth initiatives.
07/01/2012
Citigroup Moves Trader to Help Internal Hedge Fund
He was named co-portfolio manager of a credit fund in the Citi Capital Advisors unit, or CCA, according to Danielle Romero-Apsilos, a spokeswoman for the New York-based lender.
06/28/2012
Goldman trims U.S. staff
It was unclear whether similar cuts occurred globally, but they affected employees at all levels, two of the sources said.
06/28/2012
HSBC Asset Management names new head for Offshore Mutual Funds
Based in New York, she will report to Christian Deseglise, head of sales, Americas, HSBC Global Asset Management.
06/28/2012
Robert H. Herz Elected to Morgan Stanley Board of Directors
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
06/28/2012
Brown Advisory appoints new Partner
He joins Brown Advisory from Silver Bridge Advisors where she was a Managing Director and Principal and served on the Management Committee and as Dean of Faculty of the Silver Bridge Institute
06/27/2012
PIMCO hires three enior alternatives investment professionals
Neal Reiner Joins Firm as Executive Vice President, Product Manager for Credit Alternative Strategies Jennifer Strickland and Molly Hall Join as Executive Vice Presidents and Senior Alternatives Specialists PIMCO has hired three senior investment profess
06/27/2012
Pioneer Investments Announces U.S. Expansion Plan
23% Increase in U.S. Retail Sales Team
06/27/2012
Korn/Ferry International taps head of hedge fund practice
Previously, Ms. Walker spent several years as a Managing Partner and Co-Head of the Global Hedge Fund Practice at a global executive recruiting firm, conducting senior level searches for hedge fund, fund of funds and alternatives clients.
06/26/2012
Top US bank's Germany chief takes leave amid scandal
Morgan Stanley Bank AG said Monday that Dirk Notheis notified the supervisory board of his decision.
06/26/2012
US wealth boutique appoints new chief investment officer
From 2001 to 2006, he served as chief information officer and head of Vanguard's Information Technology Division.
06/26/2012
KBK Wealth Management appoints new marketing head
She has many years' experience in strategic planning, creative development, event marketing, and promotional functions for various industries.
06/26/2012
Baird adds advisers with $460 mln in client assets
Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.
06/26/2012
Bank of America to Hire 1,000 Military Vets
Bank of America plans to double the number of military veteran hires to 1,000 this year, with opportunities in IT and operations, military assistance, consumer banking and wealth management.
06/26/2012
Credit Suisse to move top Asia prime brokerage exec to Boston
The sources, which would not be identified because the information was confidential, declined to say who will replace Happ in Hong Kong.