06/07/2023
Abrdn hit with latest small-cap fund manager exit
US-based manager becomes third specialist equity investor to depart in short space of time.
People Moves
06/07/2023
Ameritas Names New CEO, New President to start in 2024
Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.
06/07/2023
William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team
“I’m thrilled to welcome Matt and Hudson to William Blair and the Private Capital Advisory team,”
06/06/2023
NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner
His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
06/06/2023
J.P. Morgan Asset Management Hires Interest Rates Expert
Experienced investor joins the firm from TD Securities
06/06/2023
Azqore names a new deputy CEO
He joined BNP Paribas in 1994
06/06/2023
Cambridge Trust Company Announces Jeffrey Smith as Head of Wealth Management
"Cambridge Trust's reputation and history as a conservatively managed and client-focused institution is well known in the marketplace."
06/06/2023
Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist
"Calamos was founded as a wealth management firm and it has remained an important and growing part of our business since,"
06/06/2023
Comgest hires two US equity analysts
Zhang and Manfredini
06/06/2023
JP Morgan Asset Management appoints interest rates expert as MD
Misra, who will report to Kay Herr, head of research and incoming US chief investment officer for GFICC, will take up her new role in August.
06/06/2023
Cambridge Trust appoints head of wealth management
Jeffrey Smith has been appointed as the new leader of Cambridge Trust company's wealth management division, a part of Cambridge Bancorp.
06/05/2023
Ryan Fernandes Joins Broadhaven as Managing Director
Prior to Thunder Bridge, he was with Morgan Stanley in the Investment Banking Division where he led Morgan Stanley’s global coverage of the payments technology sector.
06/05/2023
Sareena Dalla Brookshire Named Chief Product Officer
Sareena joins BNY Mellon | Pershing from The Vanguard Group
06/02/2023
Associated Bank welcomes Arnold Brown as private banking executive in Chicago
He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.
06/02/2023
Douglas Gill, 30-Year Industry Veteran, Joins Snowden Lane Partners with $420 Million in Client Assets
New Money and You: Seniors Edition empowers Canadians with knowledge and builds financial confidence
06/02/2023
Deutsche Bank is Hiring Latam Bankers in Switzerland
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.
06/01/2023
William Blair Expands Private Wealth Teams in San Francisco, Denver
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
06/01/2023
Raymond James recruits five-person Morgan Stanley team for int’l unit
Raymond James recruits five-person Morgan Stanley team for int’l unit
06/01/2023
Edelman Financial Engines Names New CEO; Larry Raffone to Become Chairman of the Board
Jay Shah; Edelman Financial Engines, a top independent wealth planning and workplace investment advisory firm, announced today that its board of directors has named Jay Shah to become the firm’s new CEO, effective August 18, 2023.
06/01/2023
Former JPMorgan top executive moves to Wells Fargo Advisors
He will also collaborate with officials overseeing the unit's advisor recruitment, team and succession planning, event organization for advisors, branch and client communications and other efforts.