10/17/2023
UBS Welcomes Credit Suisse Executives in Latin America
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
People Moves
10/16/2023
RBC Wealth adds $450M wirehouse team in Philadelphia
Four advisors and two client associates have made the move.
10/16/2023
ASK Group Enters Hedge Fund Sector, Hires Executive from Avendus Capital
The group aims to capitalize on diverse investment opportunities in order to compound its investors’ long-term portfolio returns.
10/13/2023
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/13/2023
Allworth Financial names new CEO
John Bunch’s resume includes stints at Edelman Financial Engines, The Mutual Fund Store, TD Ameritrade and Charles Schwab.
10/12/2023
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
Cboe Global Markets Announces New Leadership Appointments To Support Continued Global Growth
Cathy successfully led the global expansion of Cboe's Data and Access Solutions business.
10/12/2023
Financial Advisors Jared West and Sandy Brown are 50th Team to Join Linsco by LPL Financial
With the move, they become the 50th recruited team to join LPL’s highly attractive Linsco platform
10/11/2023
Paul, Weiss Adds Brad Brown, Former GC of Leading Investment Management Firm
Brad’s arrival comes at a time of immense growth
10/11/2023
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/11/2023
Millennium is still adding tech MDs – this time from JPMorgan
Back in July at its Singapore office, meanwhile, Millennium added Roland Hamann to be its Asian head of low latency trading from Pico, a technology provider to financial services firms.
10/11/2023
BMO promotes Alan Tannenbaum to head capital markets division
Before then, he headed the global corporate finance solutions group, where he was responsible for capital raising activities.
10/10/2023
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
Moelis & Company Appoints Jean-Eudes Renier as a Managing Director in Europe, Expanding its Global Industrials Franchise
Effective immediately, he will be based in London.
10/10/2023
Prominent Banking Partner Rejoins Latham & Watkins in New York
Jennifer Ezring brings substantial experience advising commercial and investment banks on leveraged finance and asset-based lending transactions.
10/09/2023
Rockefeller Global Family Office Adds Two Private Advisor Teams in Los Angeles and DC Metro Markets
The team will report to Kristen Sario, Southeast Divisional Director.
10/09/2023
Matt Burton joins UBS Wealth Management in Indianapolis
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
10/06/2023
JPMorgan's newest MD just got hired from Stripe
She spent the last two years in the city with Stripe, working as a strategic platform partnerships lead.
10/06/2023
SLC Management announces new co-heads of Private Fixed Income business
Sam Tillinghast, Head of Private Fixed Income, SLC Management, has announced his intention to retire, effective December 31, 2023.