05/06/2013
Multi-Family Office boosts team
Whittier Trust, one of California's oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members
05/06/2013
Trey Hancock, who has worked in the advising industry for more than two decades, moved to Stifel to be a senior vice president
05/06/2013
Robbie DeRooy has moved to rival brokerage Morgan Stanley Wealth Management
05/05/2013
He managed the endowment funds at the Institute for Advanced Study as chief investment officer
05/04/2013
He was named regional managing director for wealth markets in the Pacific Northwest
05/03/2013
UBS AG (UBSN), Switzerland’s biggest bank, named Jim Voorheis as head of Americas specialty finance, succeeding Halle Benett, who resigned in March.
05/02/2013
His “extensive experience in the energy sector, especially with Master Limited Partnerships, will be a tremendous benefit for our clients when accessing the equity capital markets.”
05/02/2013
Signature Bank has announced the appointment of three private client banking teams, bringing the total to five new teams added year-to-date.
05/02/2013
UBS taps Deutsche Bank financial services banker
UBS has tapped a former Deutsche Bank investment banker to join its financial institutions group in the Americas
05/02/2013
He was previously co-head of North American investment banking at New York-based JPMorgan Chase & Co.
05/02/2013
ABN AMRO Clearing announces the appointment of John M. Ruth as Chief Executive Officer of its Chicago office with immediate effect
05/01/2013
The new additions, who joined Ameriprise in March and April, together managed $960 million in client assets at their old firms.
05/01/2013
Has hired 19 executives from ING Investment Management; three more hires to come
05/01/2013
BMO Global Asset Management announced today the appointment of Frank Green to Director of Strategic Partnerships - Retirement Services
04/30/2013
U.S. Bank Adds Advisor to Chicago HNW Team
He joined the Private Client Reserve as a wealth management consultant
04/29/2013
Michele Davis, a public relations official and policy director for Morgan Stanley
04/29/2013
The addition broadens the reach of Guggenheim Securities' full-service investment banking
04/29/2013
HSBC Global Asset Management Lures an RIA Exec from Direxion
He will be responsible for distributing HSBC Global Asset Management’s range of emerging market
04/29/2013
Standard Chartered Bank has announced that Michael Kruse has joined the Bank in San Francisco as a Managing Director
04/28/2013
Former BlackRock/Barclays Global Investors executive has joined American Century Investments as senior vice president and director of quantitative research. He also has co-portfolio management responsibilities on two of the firm's quantitative strate