07/14/2013
BNY Mellon Expands Wealth Management Team
In Philadelphia, Francis Schickling Jr., Karin Kinney and James Lu have joined the firm’s portfolio management teams, and Jonathan Sprogell has joined the private banking team.
People Moves
07/11/2013
U.S. Bank snags senior trust professional from Bank of America
The Private Client Reserve defines high-net-worth clients as those with more than $1 million in investable assets.
07/11/2013
Raymond James lands adviser team in Pennsylvania
Raymond James Financial Inc said on Thursday it hired a team of veteran advisers who managed more than $350 million in clients assets to join its independent broker-dealer division in Pennsylvania.
07/11/2013
Elite Connecticut Wealth Management Team Joins Northstar Wealth Partners
The duo will continue to practice with the direct support of their client service specialists Colin Dugan and Amy Lawler.
07/11/2013
Morgan Stanley commodities marketing head departs
The news was first reported on industry website SparkSpread.com.
07/11/2013
Deutsche Bank Said to Hire Goldman’s Kitidis in Wealth Push
She’ll be part of a push by continental Europe’s biggest bank to boost profits from advising the rich and to catch up with UBS AG and Credit Suisse Group AG.
07/10/2013
BMO Global Asset Management Strengthens Institutional Sales, Trust and Custody Efforts
Sean's extensive experience, investment knowledge and leadership skills will be invaluable in strengthening and complementing BMO's dynamic Institutional Sales team
07/10/2013
Deutsche Bank Bolsters Credit Team
Stephen Read, will come in next month as a director to trade high yield at Deutsche
07/09/2013
PineBridge Investments Expands Global Sales Team
PineBridge Investments announced the appointment of two senior sales executives; Tucker Glavin as Managing Director, U.S. Sales and Paul Osborne as Managing Director
07/09/2013
RBC Recruits Morgan Stanley Duo
In an effort to exapnd its presence in northern New Jersey, RBC Wealth Management has added the Levy Tebeleff Group, formerly of Morgan Stanley, to its Parsippanny office.
07/09/2013
Evercore taps UBS veterans for new private funds business
The duo's departure comes as UBS and other major private placement agents such as Credit Suisse Group AG and Lazard Ltd face increasing competition from independent groups such as Mercury Capital Advisers
07/09/2013
Atlantic Trust Adds Senior Talent in California
Adding David Van Blerkom to our team exemplifies our ongoing commitment to attracting talented professionals to Atlantic Trust
07/09/2013
Signature Bank expands Private Client Banking Team
Seven Teams Added Year-to-Date; Brooklyn Market Now Served by 10 Banking Teams
07/08/2013
CRT Hires BNP Paribas’s Boulan, Lantz for Arbitrage Team
Boulan will be head of the equity-risk arbitrage desk, and Lantz will be a managing director of equity-risk arbitrage strategy
07/08/2013
Apex Hires Credit Suisse Vet As CEO
Hedge fund administrator Apex Fund Services has tapped Credit Suisse vet Gordon Shaw as chief operating officer of the Apex Group.
07/08/2013
Raymond James lands UBS broker team in Florida
Raymond James Financial Inc said it hired a team of veteran advisers from UBS AG's Wealth Management Americas, expanding the firm's adviser footprint in Florida.
07/08/2013
UBS Hires Paul Bjorneby as Head of Natural Resources ECM in Americas
UBS has landed a new managing director in equity-capital markets covering the hot area of natural resources.
07/08/2013
Merrill hires Morgan Stanley advisers in New York, DC
Merrill and Morgan Stanley, along with other top brokerages Wells Fargo Advisors and UBS Wealth Management Americas, often vie for the same pool of top advisers.
07/08/2013
Shelly Lazarus to Join Blackstone’s Board of Directors
Blackstone announced that Shelly Lazarus has joined its board of directors.
07/08/2013
Baird expands Houston financial advice office with more hires
Robert W. Baird & Company Inc hired another seven financial advisers in Houston, two teams focused on retirement planning for oil and gas professionals.