06/20/2023
Everest hire former AXA XL executive to head Canada operations
He will also serve as a director on the Everest Canada Board of Directors.
People Moves
06/20/2023
Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff
Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams
06/19/2023
Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco
The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.
06/19/2023
Kam Nat joins BDO Canada as tax partner
He will serve private businesses in the BC market and across Canada.
06/19/2023
Grant Thornton reorganizes regional divisions, appoints new leaders
The new appointments follow additions to the firm’s senior leadership team, announced last November.
06/16/2023
Banchile wealth director joins Prudential as commercial exec
Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.
06/16/2023
Asset Growth Drives Team Expansion at Mesirow Global Investment Management
The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location.
06/15/2023
Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer
In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
06/15/2023
Vibhor Singh leaves Morgan Stanley Wealth Management for Citi
Based in New York, he will be responsible for driving the bank’s data and cloud strategies.
06/15/2023
Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration
Industry Veteran Will Supervise Trust Administration Activities Across the Firm
06/14/2023
Santander recruits $750m Citi private banker for Brazil biz
Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.
06/14/2023
Skyline Wealth Management Appoints CEO to Drive Strategic Growth and Strengthen Relationship with Noble Capital
Since its founding in 2010, Skyline Wealth Management has helped nearly 200 Central Texas families retire with confidence and fulfillment.
06/13/2023
UBS recruits $1bn LatAm team from HSBC Private Bank in Miami
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.
06/13/2023
Hightower Partners With Team of Wealth Management Professionals to Form Presidio Wealth Partners
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
06/13/2023
LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management
"We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives."
06/13/2023
Citizens Accelerates Private Banking with Addition of Multiple Teams
These new teams will also help accelerate Citizens’ geographic growth plans in key markets
06/13/2023
CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer
"I'm thrilled to be here at CoastalOne and excited to work with its new ownership to implement a dynamic vision and growth strategy for the future."
06/13/2023
Fund distributor AMCS boosts LatAm sales team with hire
The AMCS Group has hired Sebastian Araujo in Uruguay to shore up fund sales coverage of its team in the region.
06/12/2023
Bank of Greene County brings on new hire to start private banking business
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Breana Cole joins UBS Private Wealth Management in Boston
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.