09/14/2023
JP Morgan AM’s Clare Hart to retire
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
People Moves
09/14/2023
Northern Trust Appoints Senior Managing Director of Wealth Advisory Team and Ultra High Net Worth Practice Lead for East Region
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
Abrdn hires new head of institutional and global solutions from US giant
The Edinburgh-based asset manager appoints Tom Frost to lead its solutions teams.
09/14/2023
Brings deep experience across public and private sectors
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
Hamilton Lane Announces CEO Succession, Further Leadership Evolution
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.
09/13/2023
Sompo taps Co-Operative Group and QBE for key North American appointments
We are thrilled to welcome Apundeep and Denise to the North America reinsurance leadership team
09/13/2023
Barclays Appoints Sterling Auty as Vice Chairman within Technology Investment Banking
Barclays appoints Sterling Auty as Vice Chairman focused on the Software sector in the Technology Investment Banking Group
09/13/2023
Tampa wealth management firm lures Bank of America executive
Gunster will head Fidelis Capital's fixed-income strategies department.
09/13/2023
Mosaic ramps up Canadian underwriting team
Fraser is joined in the Toronto hub by a team of four fellow specialists all of whom are vice presidents and underwriters for their respective lines
09/12/2023
Goldman Sachs asset and wealth management executive to retire, as others join firm
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Graham Joins SWBC Investment Company as Senior Vice President - Wealth Management
He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.
09/12/2023
Homrich Berg Founder Stepping Down as CEO
President Thomas Carroll will take over the role from Andy Berg on Jan. 1.
09/12/2023
TSG Wealth Management Expands To Sacramento, Welcoming Ken Peters and Team
Additionally, the Sacramento office is delighted to add one of TSG’s dynamic Managing Directors, Norma Andrade Casanova, rounding out this powerful team of financial professionals.
09/11/2023
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
Moonfare brings Marine Eugène on board as new chief commercial officer
Eugène brings almost 20 years of experience in fractional jet investments to the role
09/08/2023
Northern Trust Asset Management Names New CIO of Global Asset Allocation
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position
09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business
Bob Schifellite to become Chairman of Investor Communication Solutions
09/08/2023
US Bancorp Names Marc Ammaturo to Key Institutional OCIO Post
The finance veteran will helm distribution efforts in the firm’s expansion bid.
09/08/2023
Allen & Overy adds Partner to funds and asset management practice
She is also experienced in leading transactions involving structures and assets with values ranging from tens of millions to several billion dollars.