• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

10/04/2022

Michael Rubenstein Joins Pennington Partners as Director of Estate and Wealth Planning

A renowned estate planning attorney, Rubenstein will support Pennington's national network of ultra-high net worth families

10/03/2022

Credit Suisse exec exits with private bankers in tow

Wenceslao Browne, head of the Southern Cone region in Latin America, departed the firm this week along with a handful of private bankers.

10/03/2022

Fortitude Re appoints CEO

Neches joins from global investment firm Carlyle

10/03/2022

M&T Bank reports 325 layoffs in CT, plans to cut 333 more jobs

When they were originally announced, the layoffs were condemned by many elected officials including Tong, who also sent a related letter to M&T in August 2021.

09/30/2022

Santander Miami senior advisor duo exits for Merrill Lynch

Felipe Quintero Corredor and Juan Carlos Londoño have joined Merrill Lynch WM’s Brickell Avenue-based complex led by Andres de Corral, the firm’s Florida region managing director.

09/30/2022

$420 million advisor team joins UBS in Georgia

The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.

09/29/2022

Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets

This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.

09/29/2022

CapStar Announces R. Chuck Hunt as SVP, Correspondent Banking Relationship Manager

Chuck earned his bachelor’s degree from the University of North Alabama and is a graduate of the prestigious LSU School of Banking.

09/29/2022

Brookline Bank names Hingham resident David A. Bourret "Senior Vice President"

A long-time resident of Hingham, MA, Bourret holds a bachelor’s degree of science in finance from Boston College.

09/29/2022

Sound Point Capital Management Hires Merrill Martin from CSAM for Independent Wealth Channels

“Merrill’s experience and understanding of the market will significantly increase Sound Point’s ability to raise assets within the independent wealth community and we are excited to have him join us,”

09/29/2022

Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team

Texas-based team focused on bringing institutional expertise to retail investors

09/29/2022

Celsius appoints interim CEO as founder Alex Mashinsky resigns

Celsius suspended withdrawals in June to stabilise liquidity and protect and preserve its assets, citing “extreme market conditions”.

09/28/2022

Ten advisors managing $2.85 billion join UBS in Washington, D.C.

The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.

09/28/2022

Stratos Wealth Advisors Welcomes Investment Advisor

Chicago and Maine-based Veteran Chooses Stratos for its Vast Suite of Services Available to Affiliated Practices, Including Technology and Practice Management Support

09/27/2022

Regions Bank Strengthens Real Estate Capital Markets Capabilities with the Addition of Industry Veteran

Henderson to serve as syndications lead for Regions Affordable Housing’s distribution business.

09/27/2022

Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic

They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

09/26/2022

Scotiabank announces Brian J. Porter's retirement, names Scott Thomson as President and Chief Executive Officer

Mr. Thomson is currently President and CEO of Finning International Inc. and has been a member of the Scotiabank Board since 2016.

09/26/2022

Vero Wealth Management Becomes 25th Team to Join Linsco by LPL Financial

The team reported having served approximately $380 million in advisory, brokerage and retirement assets*, and join LPL from Truist Investment Services.

09/23/2022

Northern Trust Appoints Senior Portfolio Advisor in New York Market

She will be based in the Greenwich, Connecticut office.

09/23/2022

Wells Fargo bolsters M&A team in Europe and Asia with three senior hires

The US investment bank is adding dealmakers in Europe, as M&A 'remains a strategic growth opportunity'

  • 1
  • 2
  • 3
  • …
  • 110
  • 111
  • 112
  • 113
  • 114
  • 115
  • 116
  • 117
  • 118
  • 119
  • 120
  • …
  • 656
  • 657
  • 658

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

07-15-2025

Appoints Jon Hudson as Managing Director and Co-Head Of Healthcare Services Investment Banking

07-15-2025

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

07-15-2025

JPMorgan, Citi, Wells Fargo exceed investment banking forecasts; Barclays fined £42mn for financial crime risk failures

07-16-2025

Blackstone poaches JPM private bank's multi-asset head

07-16-2025

Justin Blower exits Schroders PW for new life in North Carolina

07-16-2025

Atlas acquires RIA firm Central Wealth Management

07-16-2025

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

07-16-2025

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

07-18-2025

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

07-18-2025

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

07-18-2025

RBC Wealth Management partners d1g1t for performance and risk analytics tech

07-18-2025

Hightower Names Scott Hadley as New Chief Advisory Officer

07-18-2025

Canaccord Wealth ESG head Patrick Thomas exits

07-18-2025

Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management

07-18-2025

Crypto theft is booming as criminals increasingly turn to physical attacks

07-18-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS