02/17/2022
William Blair’s head of fixed income departs
Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.
People Moves
02/16/2022
NewEdge Wealth Appoints Karen Glassman as Managing Director
Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.
02/16/2022
Wells Private Bank Team in N.C. Decamps for Morgan Stanley Private Wealth
Their shift comes as parent bank Wells Fargo & Co. finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.
02/16/2022
Tiedemann Group and Alvarium Investments Provide Update on Board Appointments
Our board nominees are proven leaders who bring a depth of expertise and knowledge that complements our existing world-class team.
02/16/2022
Simon-Kucher elects two new partners in US
The Germany-based consultancy last year expanded into Finland with a new office in Helsinki, and also opened a new office in Berlin.
02/16/2022
KKR Appoints a New industry advisor
He brings nearly two decades of experience in energy policy and regulation and has had a distinguished career in the public and private sectors.
02/16/2022
Chief Executive Officer Appointed, BNY Mellon Treasury Services
She earned her MBA at the University of Michigan
02/16/2022
Goldman Sachs Private Wealth Management arm opens new office in Monaco
Last month, Goldman Sachs' shares fell after Wall Street's premier investment bank missed quarterly profit expectations
02/16/2022
BNY Mellon Treasury Services appoints new CEO
Ms. Barker is a financial services veteran with almost two decades of experience in treasury services, both in the US and Asia
02/15/2022
Ropes & Gray boosts Global Tax Practice
Scott counsels clients on corporate and partnership tax matters from formation to exit with special emphasis on mergers and acquisitions, including the sale of founder-, private equity- and venture-backed companies.
02/15/2022
Moore Global looks to the future, appointing new sector leads
The global leaders will work alongside the 233 member firms within Moore Global
02/15/2022
Raynor Dahlquist rejoins Booz Allen as SVP in national security business
“Raynor’s extensive and multifaceted background in strategic cyber operations and policy will be an asset to our clients as we deliver a full spectrum of cyber solutions to transform US national cyber capabilities,”
02/15/2022
Clinton Foundation's Maura Pally to Join Blackstone Charitable Foundation as Executive Director
Ms. Pally joins from the Clinton Foundation, where she was most recently Executive Vice President.
02/14/2022
IQ-EQ appoints Global Head of Outsourced Business Services
Through this new role, IQ-EQ will look to leverage his entrepreneurial flair and regulatory expertise to grow its successful outsourced business services offering.
02/11/2022
CI Financial boosts Board of Directors
Veteran U.S.-based lawyer brings 35 years of banking and business law experience
02/11/2022
Mercer Appoints US West Market CEO
Mustafa is a dynamic leader with extensive consulting and leadership experience
02/10/2022
Team with More Than $670 Million Joins Ameriprise
Penn Wealth Planning says Ameriprise’s financial planning expertise and commitment from leadership will help them deliver first-class service to clients
02/10/2022
BMS appoints Canadian chairman
He is a highly experienced risk management professional with an impressive career history.
02/10/2022
Ankura promotes 17 to senior managing director
Ankura had 14 people in its senior managing partner class of 2021, including 12 in the United States.
02/10/2022
Zinnov hires principal consultant in digital practice
"Enterprises have been on a war footing to strengthen their positioning to successfully ride the wave of disruptions, and modern technologies are a major ammunition in their arsenal,”