04/03/2012
Prior to Gresham, Joeng was a portfolio manager and non-marketable securities officer at Williams College Investment Office where he was responsible for managing and investing the college’s private equity and real estate/real assets portfolios.
04/03/2012
Som Seif founded Claymore in Canada in 2005 and grew the business to nearly $8 billion in assets, making it one of the fastest growing investment firms in Canadian history.
04/03/2012
The reshuffling comes three weeks after a trenchant op-ed appeared in the New York Times penned by resigning Goldman exec, Greg Smith, accusing the firm of putting profits ahead of its clients’ interests.
04/02/2012
That client, who is only identified in court documents as “D.F., a professional football player” is Indianapolis Colts defense end Dwight Freeney, an official confirmed.
04/02/2012
Prior to joining Westwood Trust, he served as Private Client Associate Advisor for First National Bank/Wealth Advisors
04/02/2012
He the latest big RBC Wealth hire from Morgan Stanley Smith Barney
04/02/2012
He joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families
04/02/2012
Barclays adds wealth advisers from Morgan Stanley
The Wealth and Investment Management division of Barclays has announced the hire of two Investment Representatives to its Los Angeles office, as it grows rapidly in the metropolitan Los Angeles region.
03/30/2012
For more than 40 years, Lynn Houston provided his clients customized financial strategies to help them achieve their life goals.
03/30/2012
He will relocate to New York as chief executive of both BNP IP North America and Fischer Francsi Trees & Watts (FFTW), a BNP IP subsidiary which specializes in U.S. and global fixed income.
03/30/2012
UBS AG's Kaushik Amin was among at least four executives to leave the investment bank's operations in the Americas, said two people familiar with the matter.
03/29/2012
Adams Hall taps former UBS executive
Adams Hall is an independent wealth management firm with significant experience creating custom, holistic wealth planning solutions for a wide range of clients.
03/29/2012
BNP Paribas appoints head of flow credit trading
Flow credit trading is the business that serves as a middle-man on the most liquid types of credit, compared with proprietary trading or structured transactions.
03/29/2012
NexGen Financial Corporation announces appointment of new directors
From 1992 to 1999, he was a Principal with Merchant Private Trust Company and Connor Clark Private Trust, which was acquired by the Royal Bank of Canada in 1999. Mr. Kinney is active in a number of community and charitable organizations, including being a
03/29/2012
JPMorgan nominates former KPMG chairman to board
Timothy Flynn, 55, retired as chairman of KPMG in October. He had also previously been Chairman and CEO of KPMG LLC, the firm's U.S. division.
03/29/2012
Northern Trust restructures US wealth business
Changes enhance Northern Trust’s wealth management business
03/29/2012
Bank of the West hires industry veteran to lead investment solutions offering
Additionally, the team has responsibility for further developing the bank's existing offering of investment solutions, including non-proprietary asset managers (fund managers and separate account managers) and alternative investment solutions.
03/29/2012
Bank of America plans international advisory board: sources
The panel, which is in an early stage of development, would be similar to the international council at JPMorgan Chase & Co, the sources said. That group is led by former British prime minister, Tony Blair.
03/28/2012
William Gray and David Novak Will Not Seek Re-Election
03/28/2012
Private equity firms like K.K.R. have highlighted the hiring of notable former executives as senior advisers who are available as consultants to portfolio companies.