03/12/2012

Columbia Management distribution executive leaving

Beth Brown, head of intermediary distribution at Columbia Management, which had $326 billion in assets under management at the end of 2011, will leave at the end of March, a company spokesman said.

03/09/2012

Trustees of Five Pioneer Closed-End Funds Elect New Chairman

Mr. Perna has been an independent Trustee of the funds since 2006. John F. Cogan, Jr., the current Chairman, will continue to serve as President (Principal Executive Officer) and a Trustee of the funds. The transition to an independent Chairman accords wi

03/09/2012

Baird adds to its fund management team

Through the Portfolio Management Program, Baird Private Equity builds value in its investments by partnering with portfolio company management to develop and execute strategies that drive profitable growth and margin enhancement.

03/09/2012

Center Bancorp announces addition of private banker to mgmt team

Prior to joining UCNB, Mr. Leibowitz served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University

03/09/2012

UBS hires from Merrill Lynch, RBC Wealth

UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.

03/08/2012

Citi Private Bank hires two Wells Fargo execs

In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.

03/08/2012

Standard Chartered appoints Global Head of SME Banking

Standard Chartered’s SME Banking business delivered income growth of 14 per cent year-on-year for 2011, and lending to SMEs was up nine per cent year-on-year to $19.2 billion as the bank continues to support economic growth and development across it

03/08/2012

Wellesley Bank rolls out new high-ranking appointment

He was later appointed the Global Head of the Private Client Services group for Credit Suisse First Boston headquartered in New York City and Boston. He subsequently founded Cadigan Capital Management, LLC, managing investment portfolios for high net wort

03/08/2012

Cantor Fitzgerald hires two inustry vets

The appointments reflect Cantor's commitment to growing its prime brokerage business through enhanced client coverage, and broader distribution of its full-service equity and fixed income prime brokerage capabilities to hedge funds and money managers

03/07/2012

Silver Bridge hires Family Office Advisory Practice head

In addition to these duties, he will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family

03/07/2012

Perella Weinberg names new partner

Mr. Ward has more than 30 years of experience in the investment banking industry, having served in senior positions at leading financial institutions for the past two decades.