08/15/2013
UBS named Reinhardt Olsen global head of prime brokerage in June, according to a report in Hedge Fund Intelligence. Paul Galietto, the previous head, took over as head of equities for the Americas this year after Peter Forlenza left to join Jefferies Grou
08/14/2013
Connecticut-based NorthStar Wealth Partners has added an $866 milion wealth management team that has increased the firm's assets under management to $2 billion.
08/14/2013
She Brings Over 25 Years of Chicago-Based Wealth Management Experience to Her New Role
08/14/2013
Raymond James has announced a key senior management appointment in its Private Client Group.
08/14/2013
The Bank of Washington has announced the appointment of Martin A. Steele as its new president and chief executive officer.
08/14/2013
UBS is looking to enhance its work with corporate clients with the appointment of Jonathan Brooks as sales director.
08/14/2013
Expands North American Footprint with Opening of Halifax, Nova Scotia Branch as Hedge Fund Industry Sees Record Growth
08/14/2013
He is a senior member of U.S. Bank Wealth Management’s Asset Management Group, assisting in the development and implementation of investment policies, capabilities and resources nationwide, U.S. Bank said in a press release.
08/13/2013
Investment Management is one of KPMG's largest sectors and a core part of the Financial Services line of business
08/13/2013
Jefferies Said to Hire Rothschild’s Larry Portman hired Larry Portman as a managing director for its consumer investment-banking unit, according to a person with direct knowledge of the move.
08/12/2013
Citi has been ramping up its high-net-worth client services in Houston since September 2011
08/12/2013
We are excited that world-class investment professionals continue to choose Neuberger Berman
08/12/2013
We welcome Jewelle to our team
08/12/2013
The addition of a former RBC advisor with $150 million in assets under management.
08/11/2013
Robert W. Baird & Co said on Monday it has hired advisers in Chicago and Minnesota from UBS Wealth Management Americas.
08/11/2013
He joins as a partner and senior money manager based in New York
08/11/2013
Morgan Stanley Wealth Management said Monday it hired a veteran adviser who managed $350 million in client assets at Deutsche Bank.
08/11/2013
He will be based in Milwaukee and will serve the financial planning needs of clients throughout Southeast Wisconsin.
08/10/2013
The number of affluent families in Washington those with net worth of at least $5 million continues to rise, and the area’s private banking offices are beefing up their wealth management businesses to keep up.
08/08/2013
NieuweWeme has worked at ING for 13 years