04/04/2013
AMP Capital boosts Chicago credit research team
The Chicago-based investment team oversees A$3 billion on behalf of clients in global real estate investment trusts (REITs) and global fixed income portfolios.
People Moves
04/04/2013
Guggenheim Hires Barclays Investment Banker
Additional Barclays bankers also may join Guggenheim, said the people, who asked not to be identified because the talks are private.
04/04/2013
Janney lands veteran Morgan Stanley wealth adviser
A lot of financial advisers from the big firms are looking for a more intimate environment
04/04/2013
Customers Bank Recruits Private and Commercial Banking Team To Service New York Metro Region
George Maroulis was named Executive Vice President and Managing Director
04/03/2013
Morgan Stanley advisers go independent with Prospera
Advisers moved to Prospera last week from Morgan Stanley Wealth Management
04/02/2013
Vulcan Capital Appoints Managing Director For New Palo Alto Office
Joins firm's leadership team, he will focus on internet and technology investments
04/02/2013
Morgan Stanley co-head of North American bank group leaves
The North American banking group advises depository institutions on mergers and acquisitions and helps them issue stocks and bonds.
04/02/2013
UBS' Ex-Managing Director Joins OTR
UBS has lost at top hedge fund relationship manager.
04/02/2013
Jeff Skoll loses his investment manager
CIO leaves Capricorn to form an alternative investment firm.
04/02/2013
Bank of America to Lay Off 1,320 Employees in Upstate New York
It said in late 2011 it aims to cut 30,000 jobs
04/02/2013
Outgoing FSA chairman joins US think-tank
Chairman is to take up a role with a US think-tank run by George Soros
04/01/2013
BNY Hires Executive in Collateral Services
A newly created spot in BNY's global collateral services unit.
04/01/2013
Itau Asset Management's institutional chief departs
His departure is part of a restructuring across all lines of business of parent company Itaú Unibanco.
04/01/2013
CIO Joins Fortress's Logan Circle Partners to Lead Growth Equities Investment Business
He will build out the growth equities investment business in Tampa, Florida.
04/01/2013
National Advisors Trust names Combs as CEO
James Combs Jr. is the new CEO of Overland Park-based National Trust Advisors Co
04/01/2013
Baldwin Brothers teams up to launch sustainable wealth management platform
Adam Seitchik and Farnum Brown have joined with Marion, MA wealth manager Baldwin Brothers Inc.
04/01/2013
Dynasty expands with adviser team from Merrill Lynch
He and his team created Archford Capital Strategies in 2013
04/01/2013
Legg Mason's CEO Names Executive Leadership Team
Legg Mason has announced a series of appointments to align its executive leadership team with the Company's growth objectives.
03/31/2013
American Realty Capital Adds Seven to Team
American Realty Capital has announced that it has added seven key executives over the past month who will add to the firm’s core competencies and strengths.
03/28/2013
RBC Wealth Management Recruits Five from Morgan Stanley
RBC Wealth Management has strengthened its presence in Pittsburgh with the addition of five advisors with $2.8 million in combined production.