09/21/2023
He also will be responsible for creating the strategy and roadmap for a wide variety of WCIB products and the infrastructure needed to support them.
09/20/2023
JTC is doing truly innovative work in the impact space
09/20/2023
Prior to joining Bryn Mawr Trust, Hopkins served as Managing Partner at Carson Group.
09/20/2023
The LatAm Sales team will focus on strengthening and enhancing client activity overall under the global Emerging Markets platform.
09/20/2023
Before that, he was Citigroup’s co-head of equity capital markets, Americas
09/20/2023
Before joining Carson, he was professor
09/19/2023
Racquel Oden has been named head of wealth and personal banking at HSBC USA.
09/19/2023
Shares in the exchange operator were trading about 1% lower in Tuesday's premarket.
09/18/2023
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.
09/18/2023
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/18/2023
Musicco said the decision to leave CalPERS will allow her to attend to the immediate needs of family in her native home of Toronto, Canada.
09/15/2023
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
Benet said: “Cybersecurity continues to be a top risk management concern for clients across AXA.
09/15/2023
“As we pursue our ambition at AXIS of achieving specialty leadership, a top priority is to even further deepen and grow our retail broker relationships in the US, Canada, and Bermuda markets,” said Ashby.
09/14/2023
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
09/14/2023
In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region
09/14/2023
The Edinburgh-based asset manager appoints Tom Frost to lead its solutions teams.
09/14/2023
He was most recently a managing director for cybersecurity at FTI Consulting, providing strategic counsel and crisis response communications for corporate clients.
09/13/2023
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.