09/13/2012
HSBC Global Asset Management USA appoints senior vice president
He joins from Fischer Francis Trees & Watts where he was responsible for sales and marketing within the non-profit arena.
09/12/2012
The advisers joined Wells' private client group, the biggest division within the company's St. Louis-based brokerage business
09/12/2012
He will focus on guiding clients through the full life cycle of wealth, including the design and execution of sophisticated wealth accumulation, preservation and transfer strategies.
09/12/2012
“Moynihan is facing a lot of pressure from the board and investors to improve things, and so he’s putting somebody in play to help do that,” said Phillip Phan
09/12/2012
The appointments were made in conjunction with the expansion of Regions’ Wealth Management solutions for individual and institutional clients.
09/12/2012
J.P. Morgan Chase announced a reorganization of its corporate and investment banking division on Wednesday, creating two units and shifting the decadelong head of its equities business to run a restructured arm catering to institutional investors.
09/12/2012
Barclays' Wealth and Investment Management division is the largest wealth manager in the United Kingdom by client assets
09/11/2012
"As a part of our expanding industry advocacy efforts, we also work on behalf of larger hedge fund managers, many of whom are based in Connecticut.”
09/11/2012
MCAMH is an alternative asset management firm and Mitsubishi Corporation subsidiary that provides alternative investment products to global institutional investors.
09/10/2012
Most recently, he led activities focused on improving the bank's overall credit quality.
09/10/2012
CEO Scott McAdams said McAdams Wright Ragen (MWR) is thrilled to be expanding its capabilities as the demand for investment banking services is rapidly growing in the Northwest.
09/10/2012
In this capacity, he will be focused on enhancing ORIX USA Asset Management's existing footprint and also expanding the company's investment activities.
09/10/2012
He joined Abbot Downing, the newly branded ultra-high-net-worth wealth management unit Wells launched in April after combining its family wealth unit and Lowry Hill boutique subsidiary.
09/10/2012
Brokerage Benjamin F. Edwards & Co. has opened an office in Northfield, N.J. with four financial advisors and four support professionals.
09/10/2012
Northern Trust appoints senior private banker from UBS
She most recently served as a vice president of US Bank’s Private Client Reserve.
09/10/2012
For years, the company was best known as the home of star stockpicker Bill Miller, whose fund outperformed the Standard & Poor's 500 index 15 years in a row.
09/09/2012
CVC Credit Partners Hire Ex-Credit Suisse Banker
Tom served on the Board of Directors of the Loan Syndication & Trading Association for six years, acting as both Chairman and Vice Chairman.
09/09/2012
In her new role, Vetters will oversee business development and commercial banking services for middle-market companies in the Southwest doing business through HSBC's offices located in Houston and Dallas.
09/09/2012
The Board of Partners is the governing body of the firm and is responsible for the establishment and execution of Partnership governance policy, oversight of the CEO, ensuring the continuity of the Partnership, and other major decisions affecting the firm
09/09/2012
Mercer appoints region leader for Asia, Middle East, Africa and Latin America
He oins Mercer from Chartis, the P&C insurance arm of the American International Group, Inc. (AIG), where he was most recently Chief Executive Officer and Managing Director of Tata AIG General Insurance Company Ltd. in India.