04/11/2023
"It has been a tremendous privilege working with this Winning Team of Scotiabankers over the past seven years as we drove our digital banking leadership and improved our employee and customer experiences,"
04/11/2023
Experienced advisor reunites with former wirehouse colleagues to support ultra high net worth clients
04/11/2023
"Efficient is fortunate to add such a talented and passionate person to our team.
04/11/2023
Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.
04/06/2023
Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.
04/06/2023
The new role, based in New York, will see Burikhodjaeva carry on supporting the “key growth area” of structured receivables finance, JP Morgan says.
04/06/2023
Hypes has nearly 15 years of experience advising and offering strategic solutions to customers
04/05/2023
Jennifer Fuller Joins as a Managing Director in New York
04/04/2023
Expanding wealth management team offers customized solutions and advisory services
03/31/2023
Sieg has "a track record of driving growth" and "deep experience in the U.S.," where Citi aims to grow, CEO Jane Fraser said in the hiring announcement.
03/31/2023
As presidents, Hans and Schimpf will join Bank of America's executive management team and oversee more than 25,000 Merrill employees.
03/31/2023
NewEdge Wealth continues to attract top advisors to service the firm’s ultra high net worth clients
03/31/2023
Craig is leading internal and client operations
03/31/2023
Chubb's current Chief Risk Officer, Sean Ringsted, will continue to serve as Executive Vice President, Chubb Group and Chief Digital Business Officer
03/31/2023
In his new role, Benoit will be responsible for Chubb's property and casualty, accident and health, and consumer lines operations across France.
03/30/2023
The $2.2tn fund giant is the latest asset manager to reduce headcount following the sharp sell-off in 2022.
03/30/2023
Oded Nagel was among CTERA’s original first employees
03/30/2023
Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.
03/30/2023
As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.
03/30/2023
According to a news release, she has over 20 years of industry experience, previously working as chief compliance officer in wealth management for a regional bank in Louisiana.