05/08/2012
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
05/08/2012
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
05/08/2012
Citi hires from JP Morgan's private wealth unit
He started his career in the infrastructure and operations group at JP Morgan, eventually working his way into the wealth management business.
05/08/2012
Janus Capital Group Inc JNS +2.92% today announced two senior-level appointments aligned with its efforts to enhance relationships and meet the evolving needs of clients around the globe.
05/07/2012
Oppenheimer appoints Chief Market Strategist
He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients
05/04/2012
He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.
05/04/2012
Family Office Exchange names new president
He brings to FOX a deep understanding of the unique needs of the wealthy and a career-long dedication to innovation and client service.
05/04/2012
He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.
05/04/2012
Senior Deutsche banker to join Morgan Stanley
A veteran investment banker who has worked on some of the banking industry's largest merger deals, has left Deutsche Bank to join Morgan Stanley , according to people familiar with his plans.
05/04/2012
Schroders has expanded its fixed income team by appointing four senior professionals to develop its capabilities in the Emerging Market Debt Relative Return sector.
05/04/2012
Deutsche Bank Expands Latin America Investment Banking Coverage
He will be based in New York, reporting jointly to Bernardo Parnes, CEO Latin America, and Paul Stefanick, Global Head of Industrials Corporate Finance Coverage.
05/04/2012
He joined Bank of America in 1989 and served in several GCB leadership positions before moving to Los Angeles in 2005.
05/03/2012
Heaton will join Morgan Stanley’s wealth management business in a senior role, according to the person, who declined to be identified because the company hasn’t publicly announced the hiring.
05/03/2012
The advisers, who joined Morgan Stanley Smith Barney in Missouri, Ohio and Texas, were longtime producers at their old firms before moving in April.
05/03/2012
The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.
05/02/2012
Tim Ballard has nearly 16 years of experience in Institutional Equity Sales.
05/02/2012
Mr. McGrath has more than 22 years of product management experience in the private wealth business.
05/02/2012
Ms. Naponic will be responsible for business development and investor relations support. She will report to Clay Shumway, Head of Business Development and will be based in Dallas.
05/02/2012
An expected sale of the bank’s non-US wealth-management operations in Asia,
05/02/2012
Barwa Bank has come out with credit card that offers cash withdrawal facilities of up to 100 percent of the total assigned credit limit, said a senior official of the bank at a press conference yesterday