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Barclays has been expanding its U.S. wealth management operations slowly and selectively, but Tuesday added executives from UBS, JPMorgan Chase and other firms.
September 29 -
State Street Global Advisors has hired Scott Ebner as managing director and global head of ETF product development. Based in London, Ebner reports to James Ross, senior managing director and global head of exchange-traded funds at SSGA.
September 29 -
Columbia Management has added two key staff members to the defined contribution investment only (DCIO) business and consultant relations.
September 27 -
The family office sector continues to experience key personnel shifts and increased consolidation.
September 23 -
The company hired Donald Gershuny as a managing director and general counsel, Americas; and Peter Reynolds as a managing director and chief risk officer, Americas.
September 23 -
Baird added six wealth management pros, including four advisors, to one of its Colorado office, who bring a combined $450 million in client assets.
September 23 -
The Swiss company plans to expand its wealth management business in South America.
September 22 -
Douglas Decker will be responsible for all aspects of marketing and executing equity-linked solutions for Nomura's clients.
September 22 -
Barclays Wealth appointed David Lewis to the newly created position of managing director and head of banking, Americas.
September 21 -
Kathleen Kennedy has joined Boston-based Columbia Management where she will head the firms consultant relations efforts. Her role with the asset manager is effective immediately, a Sept. 20 announcement said.
September 21


