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Barclays Wealth has added Daniel Esslinger to its team as managing director and head of Latin American relationship management and distribution, boosting the firms decision last year to focus on that region.
February 9 -
In less than two weeks, Peter Bain will take over as president and CEO of Old Mutual Asset Management, a measure that would permanently replace the role left vacant following Tom Turpin's departure in September.
February 8 -
Emerging Global Advisors named former UBS Wealth Management Americas CEO Marten S. Hoekstra as its new chief executive.
February 8 -
Charles Slater and Bryan Nunberg both join Bank of America from Morgan Stanley.
February 7 -
Led by a former Morgan Stanley Smith Barney exec, the company will target family clients.
February 7 -
New York Life Insurance has hired three in its retirement income security group.
February 7 -
Tom Breaux and Ian James join Raymond James as financial advisors and will operate independent firm Capital Financial Group.
February 4 -
Stephen Campbell joins Citi Private Bank after serving as chief investment officer at Zefram LLC, the personal investment company of Amazon.com founder Jeff Bezos.
February 3 -
The trust unit continues to see record growth; promotes two managers
February 1 -
UBS has hired a team of five new advisors from U.S. Trust to serve in the firms new private wealth management office in Charlotte, N.C.
February 1
