04/13/2022
UBS LatAm advisor joins Vontobel wealth biz
He began his career in finance with ABA Capital Markets in Venezuela
People Moves
04/13/2022
NewEdge Wealth Names Robin Petty as Managing Director, Head of Wealth Strategy
Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth strategy
04/13/2022
Sionic Appoints Broadridge’s Craig Miller as Chief Client Officer
Our first ever CCO has a global focus on new business development and client account management
04/12/2022
Former Citi Bank executives launch crypto focused asset manager
Kriete and Girasole have left their posts as co-leads of Citi’s digital asset department after just four months in the role.
04/12/2022
AIG Names Executive Vice President and Chief Investment Officer of its Life & Retirement Business
In her new role, Ms. Purtill will report to Kevin Hogan, Executive Vice President, Chief Executive Officer, Life & Retirement, and she has joined the Life & Retirement Executive Leadership Team.
04/12/2022
Dechert Continues Global Finance Expansion
Mr. Robertson focuses on financings relating to acquisitions, leveraged buyouts, recapitalizations, and other transactions.
04/12/2022
AIG Appoints Executive Vice President and Chief Risk Officer, AIG
“Since joining AIG in 2018, Kean has been a key contributor to our portfolio management and in shaping our strategic reinsurance structures. As Chief Underwriting Officer, his expertise in underwriting and modeling application will continue to drive
04/12/2022
CME Group Announces New Regional Leadership Structure to Strengthen Focus on International Business Growth and Facilitate Enhanced Service to Clients Outside the United States
William Knottenbelt, who currently serves as Senior Managing Director, Head of International, will retire at yearend.
04/12/2022
KKR appoints head of corporate citizenship
KKR launched its citizenship platform in 2016 to empower the Firm, its employees and its portfolio companies to help create healthier, more inclusive and more resilient communities around the world.
04/08/2022
Apollo Adds 150 in Global Wealth, Poaching From Goldman and HSBC
Firm says global wealth to represent 30% of new capital raised
04/08/2022
K&L Gates Further Deepens Intellectual Property Practice with Houston Partner Addition
Rose has experience in working with both in-house legal departments for large multinational companies as well as clients without legal departments in need of broad-ranging, extensive involvement from counsel.
04/08/2022
Circumference Group Names Karsten Lampka as Partner of Private Equity Investments
Veteran investor will lead Circumference Group's efforts to partner with middle market private companies to deliver long-term sustainable growth
04/07/2022
JPM recruits private banker for offshore Mexico unit
Prior to JPM, Salinas Santos was a managing partner at Mexican private equity and family office firm Adas Capital for eight years.
04/06/2022
Rockefeller Boosts Presence In Connecticut With $1.2B Firm
he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.
04/06/2022
First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO
He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.
04/06/2022
First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO
Since January 2019, Esch has served as Senior Vice President (SVP) of Private Banking and Commercial Lending at Happy State Bank and Trust Company in Amarillo, Texas
04/06/2022
Lazard Names Evan L. Russo Chief Executive Officer of Asset Management, Succeeding Ashish Bhutani, Who Will Retire After Nearly Two Decades Leading the Business
Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years
04/06/2022
Citizens Names Ben Vinzant as Chief Data and Analytics Officer
Prior to joining JPMorgan Chase, Vinzant spent more than a decade at Wells Fargo where he led enterprise insights in a variety of data management disciplines.
04/05/2022
Northern Trust Asset Management Names Co-Head of Fixed Income
Thomas Swaney Joins with Deep Experience in Innovative Portfolio Construction
04/05/2022
CAIS Announces Members of CAIS Advisory Council
Members are comprised of wealth management professionals with deep experience across the industry