04/23/2012
Veteran ex-Morgan Stanley jumps ship to Independent wealth management firm
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.
04/20/2012
Wall Street brokerages cut 1,400 employees in March, though this vital sector of New York City's economy still has about 2,000 more workers than a year-ago, according to a report Thursday by the state Department of Labor.
04/19/2012
The bank said on Wednesday Kalaris will retain his current position as Chief Executive of the Wealth and Investment Management division but will help review the group's strategy in the Americas.
04/19/2012
Evercore Wealth Management CEO Jeff Maurer welcomed Mr. Bergner, saying that his more than 20 years of experience in managing individual, family and related institutional assets will contribute to the continued growth of the firm.
04/19/2012
The two bankers are likely to team up for their next venture, and are exploring multiple opportunities, including starting their own firm, the people said.
04/19/2012
Wells Fargo & Company has bolstered its brokerage base across the United States, hiring at least 16 veteran advisers who managed more than $1.1 billion in client assets at their previous firms.
04/19/2012
Purchase now complete, acquirer says 70 of 75 Paulson advisers stayed on at firm
04/18/2012
He has more than 15 years of experience in investment management and financial planning specializing in risk management, estate planning, and investment services.
04/18/2012
Bourkoff, a 13-year veteran of UBS, was known primarily as a technology, media and telecommunications banker, but became head of the Americas banking division roughly a year ago.
04/18/2012
Over the course of his accomplished career in the financial services industry, Mr. Havener has received several recognitions for the level of service, expertise and professionalism he brings to his client relationships.
04/18/2012
Mr. O'Neill, 65, is the retired Chairman and Chief Executive Officer of the Bank of Hawaii. Previously, Mr. O'Neill was Vice Chairman and Chief Financial Officer at BankAmerica Corporation (now Bank of America) from 1995-1999.
04/18/2012
Peter is expected to start in his new role in mid-July. He is presently Senior Managing Director and Partner at FBR & Co.
04/18/2012
Former President of Global Wealth Management group joins Gold Bullion board
"I saw the value of the GBI model and philosophy as soon as I was introduced to the company and its management," she said
04/18/2012
The move comes amid a wave of executive changes at UBS and its investment bank.
04/17/2012
He will report to Jose Maria Garcia Meyer-Dohner, head of global retail and business banking.
04/17/2012
Jefferies Global Senior Advisory Board is comprised of the following professionals:
04/17/2012
Hires in New York and Calgary