06/26/2012
Baird adds advisers with $460 mln in client assets
Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.
06/26/2012
Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.
06/26/2012
Bank of America plans to double the number of military veteran hires to 1,000 this year, with opportunities in IT and operations, military assistance, consumer banking and wealth management.
06/26/2012
Claudia Marley becomes the newest employee at Enness where she will be a mortgage consultant.
06/26/2012
BNP Paribas has lost two of its top Geneva-based bankers in commodity trade finance, the French bank confirmed, dealing a further blow to one of the sector's major lenders.
06/26/2012
David Resnick, chairman of global financing advisory at Rothschild North America Inc., is leaving the investment bank to become president at Third Avenue Management LLC,
06/25/2012
He has enjoyed a career spanning 28 years and joins from Clydesdale Bank where he held the role of senior partner and was responsible for running the Bristol team of corporate relationship managers and support staff.
06/25/2012
He comes to Fieldpoint Private from Barclays Wealth, where he managed a broad and integrated scope of investment and banking needs on behalf of 40 ultra high net worth families.
06/25/2012
Swiss private bank to make heavy job cuts in Europe - sources
The cuts are part of a plan announced last year to sever some 3,500 jobs throughout the bank worldwide, but the focus on core investment banking signals that corporate despair about the economy persists worldwide.
06/25/2012
HPM Partners, a nationally recognized, independent investment and wealth management firm, has opened an office in Bloomfield Hills, Michigan, its fifth in the U.S.
06/25/2012
Veatch, an insurance industry veteran with nearly two decades of experience, joins Mariner following positions with Metis Companies and Lockton Companies in Kansas City.
06/24/2012
He has held roles as a Sales Director at Pershing, eClerx, Dealogic, and TD Wealth Institutional (formerly OMX securities).
06/24/2012
The Board has approved management’s proposal for the company to buy back ordinary shares in the open market initially to cover the number of shares contemplated under the acquisition of Penjing Asset Management
06/24/2012
He will be responsible for certain relationships with family groups, individuals, trusts and charitable foundations.
06/21/2012
Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President
06/21/2012
The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.
06/21/2012
Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.
06/21/2012
ABN AMRO also announced that in recognition of the increasing business and operational synergies between Asia and the Middle East, the Bank has aligned its activities in the Middle East – particularly its Dubai operations – more closely with i
06/20/2012
But a “Shareholder Spring” every year as investors revolt over pay would “not be healthy” and companies are likely to change their ways to avoid a repeat of this year’s protest votes.
06/20/2012
HSBC have a new Senior Management Team in place to lead the Corporate, Commercial and Business Banking services provided locally.
06/20/2012
He will be responsible for driving an aggressive expansion strategy for the TD Wealth business, as part of TD’s broader U.S. franchise strategy.