04/26/2012
First Republic Bank taps deputy head
Senior Trust Officer Sandy Christopher Joins Expanding Team in Boston
04/26/2012
Senior Trust Officer Sandy Christopher Joins Expanding Team in Boston
04/26/2012
McGinnis Succeeds Edgar Ancona, Retiring After 18 years at HSBC
04/26/2012
He said his goal is to double the firm's adviser base in the region to 65 advisers over the next three to five years.
04/26/2012
She spent a number of years at Washington Mutual, leading the commercial group's marketing department.
04/25/2012
While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.
04/25/2012
Adviser Richard Trotta joined Ameriprise on Friday in Florida from Morgan Stanley Smith Barney. He said an environment where advisers have easy access to top management was a big selling point for him.
04/25/2012
Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.
04/25/2012
Based in New York, Hendren will oversee global business development and marketing. His strong pedigree of revenue generation experience positions Kurtosys well for future growth and demonstrates a strong commitment to the North American business.
04/25/2012
Demchak, 49, has been senior vice chairman of PNC since 2009, and since 2010 has held supervisory responsibility for all PNC businesses.
04/25/2012
He stepped down this week as chairman of that business
04/24/2012
He leads an initial team of seven professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration and an exceptional client experience in the Pacific Northw
04/24/2012
The appointment comes as UBS tries to restore the faith of both its clients and staff in its investment banking prowess.
04/24/2012
Paul joins SEI with over 24 years experience in the industry. His most recent role was head of sales for the defined contribution intermediary channel with Lincoln Financial Distributors.
04/24/2012
Gaze to lead advisor education and business management programs.
04/24/2012
At Bank of America he oversaw $30 billion of principal investments, including HCA Holdings Inc. and China Construction Bank Corp., according to the memo.
04/23/2012
Wells Fargo has hired Maynard Um, an analyst from UBS’s securities unit, to cover information- technology hardware companies including Apple and Hewlett-Packard.
04/23/2012
He has more than $20 billion in investable client assets under management
04/23/2012
He will also oversee Fixed Income and Public Finance
04/23/2012
Toronto-based RBC has set its sights on global wealth management as a key driver for growth, targeting organic growth in the United States, Britain, Asia, the Middle East and Latin America as well as small or medium-sized acquisitions to build its global
04/20/2012
Goldman has seen several departures this year. In February, Reuters reported that the head of Goldman's hedge fund team, Howard Wietschner, was retiring after nearly two decades.