Industry

First Republic Bank is hiring in a bid to expand its wealth management operation.

An interview with the new NAPFA chair, executive changes at Bessemer Trust, a new head of Raymond James' women advisors group and more.

Adam Horowitz, credited with building Merrill’s equity franchise in South Africa, returns to the company as head of its Europe, Middle East, Africa global client coverage.

Credit Suisse taps Frederick Terrell to help oversee investment banking, putting into question the survival of Terrell's PE firm, Provender Capital.

Jim Fletcher, a portfolio manager with more than 25 years of experience, has joined First Republic Private Wealth Management in Newport Beach.

BOSTON -- The National Investment Company Service Association (NICSA) has elected Michael J. Woodall, managing director of Putnam Investments' Mutual Fund Shareholder Services, as its new chairman.

U.S. Trust, Bank of America Private Wealth Management, an affiliate of the Global Wealth & Investment Management (GWIM) unit of Bank of America [BAC], announced that Grant Boyd had been named market executive in Greater Atlanta. Boyd previously worked at The Private Bank of Wells Fargo, where he was a senior vice president and private banking manager for the Southeast region. In his new role he will oversee the direction and growth of U.S. Trust’s relationships with high- and ultra-high-net worth individuals and families.

Gore, 30-Year Veteran, Joins Wilmington as MD

During his 17-year career, Aziz Hamzaogullari has honed a deliberate style for managing equity portfolios, pegging the worth of held companies not just by their market capitalizations, but whether they pass three important tests.

Peter Adamson, 47, a well-regarded money manager who pioneered the use of hedge funds in the 1980s, family office investments in the 1990s and currently serves as billionaire Eli Broad’s chief investment officer, has landed a job with the family office Oprah Winfrey is setting up to manage her billions. Adamson is reportedly Winfrey's first hire and is seen as a coup for the media mogul, worth an estimated $2.4 billion.