03/06/2025
Ares builds up wealth team with Fidante poach
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
People Moves
03/06/2025
US-based FinWise Bank promotes president to CEO
Noone holds specific experience in the lending sector
03/06/2025
Peapack Private Bank & Trust Welcomes Zachary Bermudez
He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio
03/05/2025
Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
03/05/2025
Citi’s UK Private Bank Head Knowland to Depart After 20 Years
Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.
03/05/2025
Christine P. Ball Appointed to the Board of Hanmi Financial Corporation
The addition of Ms. Ball brings the total number of Hanmi Board directors to eleven.
03/04/2025
Apollo names Rob Littlemore as Independent Non-Executive Director
He currently serves as a Non-Executive Director on the Lockton Re International LLP Board and as Chairman of the Lockton Re Audit, Risk, and Compliance Committee.
03/04/2025
Vicky Ivanova rejoins Tysers to lead US Casualty and US Healthcare team
Ivanova will leverage her 10 years’ broking experience in placing complex risks across the US Casualty and Healthcare markets to help drive Tysers’ strategic expansion of the practice
03/04/2025
Lazard Appoints Peter Harrison To Its Board Of Directors
This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.
03/04/2025
Citi's consumer and retail M&A head Finkelstein to leave bank, sources say
Finkelstein did not respond to requests for comment.
03/04/2025
Savvy Wealth names Eric Hurkman as first CTO
Hurkman joins Savvy’s growing C-suite directly from Carta
02/28/2025
Raymond James strengthens private capital business and investment offerings, announces two appointments to further grow private markets platform
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
02/28/2025
SEI Executive Vice President Sean Denham to Lead Global Operations
Expanded Role Further Enhances Strategic Alignment for Growth
02/28/2025
Goldman Sachs picks CFO of asset management business, memo says
She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.
02/28/2025
Westchester, a Chubb Company, Appoints Alex Faynberg Head of Healthy Paws Pet Insurance
Alex brings over 20 years of experience in the insurance industry, including nine years in key leadership roles at Chubb.
02/28/2025
Brant Wong Joins Principal Asset Management℠ as Head of Retirement Solutions
Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.
02/27/2025
Citigroup appoints Chris Biotti to lead private bank in North America
Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division
02/27/2025
Willis appoints Helen Campbell Head of Property Wordings in North America
Helen brings a specialized, technical expertise
02/27/2025
Goldman Sachs exec John Waldron gets board seat — a move likely making him bank’s next CEO
He previously served as co-head of investment banking, a role he assumed in 2014 after joining Goldman in 2000.
02/26/2025
Stewart to lead new 'midway' family office from Robertson Stephens
Target clients are seeking something different from traditional offerings.