10/29/2023
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
She is a Certified Public Accountant, a Certified Financial Fiduciary, and a Certified Financial Planner candidate.
10/26/2023
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/26/2023
ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development
10/26/2023
Miller Brings Deep Expertise in Financial Services to Position
10/26/2023
Pick beat out two other CEO contenders: Co-President Andy Saperstein and Dan Simkowitz, who has led investment management.
10/26/2023
Industry Veteran Bill Laird Launches Riverside, Joins NewEdge from FORVIS Wealth Advisors
10/26/2023
She is a Certified Public Accountant, a Certified Financial Fiduciary®, and a Certified Financial Planner® candidate.
10/25/2023
Organization Continues to Grow its New York Headquarters
10/24/2023
He succeeds Rudy Adolf
10/24/2023
Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.
10/24/2023
Former LPL Financial advisor brings over two decades of experience to fast-growing, modern RIA
10/24/2023
Mr. Hanlon joined the firm in 2005.
10/23/2023
Verónica López-López brings a wealth of experience and a distinguished career to her new role as a Managing Director at Insigneo.
10/19/2023
In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.