10/07/2020
TMF Group appoints Kwame Lewis as head of fund services for North America
Mr. Lewis will support and accelerate the growth of TMF’s fund services unit in North America.
People Moves
10/07/2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400M
The recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
10/07/2020
BNY Mellon Wealth Management Names Senior Client Strategist in Chicago, IL
Greg earned a Bachelor's degree in Business Administration from Indiana University and a Master of Business Administration degree from the University of Chicago
10/06/2020
BNY Mellon recruits Laura Steinbach from State Street
“I am excited to join BNY Mellon and look forward to partnering with my new colleagues in support of our clients’ priorities and business needs.”
10/06/2020
Yannick Archambault named new National Family Office Leader: KPMG in Canada
"For decades, KPMG has been providing independent, objective advice to business owners, entrepreneurs and ultra-high net worth families by leveraging the firm's multidisciplinary strengths, both within Canada and globally," says Yannick.
10/05/2020
Wave Financial Group Appoints new MD and Expands TeamWave Financial Group
Jack Lu has joined Wave as a Client Service Analyst.
10/05/2020
Mayer Brown strengthens Latin American and Lusophone Africa international arbitration capabilities
"Luiz is an exciting addition to Mayer Brown, and it is a huge pleasure to welcome him to the team," said Alexandre Chequer, partner and global head of the Oil & Gas Group at Mayer Brown.
10/02/2020
Dynasty Names Joseph N. D’Agostino To Head Strategic Development
D’Agostino will also work with Dynasty’s clients to innovate and develop additional resources they need to meet the expanding needs of their clients and businesses.
10/02/2020
UBS Hires Mega JPMorgan Bank Team, JPM Securities Lures 40-Year UBS Advisor
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
Aaron Wealth Hires Adrianna Stasiuk And Toby Stannard
The firm, which specializes in ESG investing, manages $840 million in client assets for individual and institutional clients.
10/02/2020
PNC Appoints New Member to Board of Directors
His appointment expands and complements the breadth of expertise among our current board members, and positions PNC well for ongoing strength and growth as our business continues to evolve," said William S. Demchak, PNC's chairman, president and
10/01/2020
Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
10/01/2020
RBC Hires Three Wirehouse Advisors With Collective $292M In AUM
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
Goldman Sachs names new asset and wealth management heads
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
Capitolis Announces Two Senior Hires to its Executive Management Team Amid Continued Growth
These new hires will support Capitolis in its next phase of growth and play a key role in advancing the company’s mission to transform the capital markets through its collaborative technology and platform.
09/30/2020
Goldman Sachs streamlines asset, consumer, wealth management units
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman reshuffles ranks to name Cohen head of asset management and consumer banking
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development in Boston, MA
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
Shepherd Kaplan Krochuk Hires Joseph Armisto as Senior Vice President and Director of Financial and Tax Planning
He will serve as a Senior Advisor in the Family Office Division of SKK