11/03/2023
The appointment of Mr. Bogdaneris comes at a time when Scotiabank is strengthening its ambitions in Canada to earn more primary clients and accelerate profitable and sustainable growth.
11/02/2023
David's career and executive experience spans across decades.
11/01/2023
The firm has expanded its presence in Pennsylvania and Utah.
11/01/2023
The nation's largest custodian by AUM has cut more employees after concluding TD merger.
11/01/2023
In addition, the comprehensive wealth management firm was included in Financial Advisor Magazine's 2023 RIA Rankings
10/31/2023
Before Credit Suisse, Von Stroh held investor relations roles with global private markets firms Pantheon Ventures and Grosvenor Capital Management.
10/31/2023
These appointments are in line with the company’s vision of accelerating its growth and global expansion.
10/31/2023
Herman Wijaya has been named by Clifford Capital Holdings as the new group chief financial officer, effective early in December.
10/31/2023
Tahiri has more than 25 years of experience in the asset management and investment services business.
10/30/2023
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Goldman Sachs clients for these products include large banks' wealth management divisions, independent broker-dealers and registered independent advisors.
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