02/14/2013
Schroders promotes Lespinard to fixed income co-head
Mr Lespinard is being promoted to the co-head role as Mr Dasher will also be head of North America
People Moves
02/14/2013
Raymond James Recruits Merrill Lynch Team in Huntington, W.Va.
“We are pleased that this team of seasoned advisors chose to join Raymond James,” said Clark.
02/13/2013
OptimumBank appoints new EO
"His knowledge of the banking and business landscape of the State of Florida is impressive and of great value to the Company."
02/13/2013
TD Wealth names wealth market leader for NYC
TD Wealth provides clients with customized private banking and wealth management services.
02/13/2013
TD Wealth appoints new head of U.S. investments
TD Wealth provides clients with customized private banking and wealth management services
02/13/2013
The black hole that is wealth management products
Mainland investors are becoming wary of products that 'disappear' after offering juicy returns, the first of a two-part series explains
02/13/2013
Merrill Lynch Hires Wells Fargo, Morgan Stanley Advisers
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
Thomson Reuters Is Cutting 2500 Jobs While Bloomberg Is Hiring
Layoffs are about to hit Thomson-Reuters hard. The Financial Times reports that the company will cut 4% of its headcount — 2,500 people — this year.
02/13/2013
Grosvenor Appoints New Asset Manager
Roberts will be reporting to Bill Donohue, managing director and head of asset management
02/12/2013
Phoenix Appoints Managing Director-Sales And Marketing
'As Phoenix’s business continues to grow, especially our UK funds business, his appointment reflects Phoenix’s commitment to continue to invest in its’ UK business as well as strengthen its management team'.
02/12/2013
Pohlads' Marquette Asset Management names new leader
Marquette Asset Management has named Adam Mans to run the Minneapolis-based wealth management firm
02/12/2013
The Park Hill Group boosts team
He was most recently a principal at Coller Capital, where he sourced, evaluated and closed secondary transactions in the U.S. market.
02/12/2013
BlackRock Names Morgan Stanley’s Shedlin Finance Chief
Petach will be a senior managing director at BlackRock Solutions
02/12/2013
Cabot Group boosts multifamily asset management team
He is responsible for overseeing departmental operations
02/12/2013
Legg Mason appoints new CEO
He holds a Bachelor of Arts degree in Economics from St. John's University (MN) and is a graduate of the Securities Industry Institute at the Wharton School of Business at the University of Pennsylvania.
02/11/2013
Benjamin Edwards hires ex-UBS advisers, opens office
Benjamin F. Edwards & Co, a boutique brokerage with family ties to the old A.G. Edwards & Sons
02/11/2013
Blackstone Said to Add Executive in Push for Fund Stakes
In his previous position at Barclays he was responsible for overseeing banking relationships with over 50 asset managers.
02/08/2013
Brown Advisory Welcomes New Partners
"At Brown Advisory, we are always looking for multi-talented professionals who have a client first mentality," said Michael D. Hankin, President and CEO.
02/07/2013
Barclays Continues To Expand Its Wealth And Investment Management Team
Hires 16 Investment Representatives across seven offices in the US.
02/07/2013
Oppenheimer appoints Head of Taxable Fixed Income Sales
He moves to Oppenheimer from BNP Paribas, where he served as head of its U.S. institutional client relationship management team.