09/10/2021
Insigneo Appoints its New Head of Marketing and Branding
Miguel will continue to report to Javier Rivero
People Moves
09/10/2021
Arvest Bank Hires Former JPMorgan Chase Product Leader Melanie Fuller as President of Digital Banking Solutions
Melanie’s proven track record in delivering innovative customer experiences and technology left no doubt that she is the right person to lead us into the future.
09/09/2021
Citi Taps Credit Suisse Banker for Asset Manager Deals
The GAM unit advises on dealmaking involving private equity firms, infrastructure firms and sovereign wealth funds.
09/09/2021
Infrastructure investors names new North America head
"I look forward to building upon Morrison and Co's long and successful track record of 'investing wisely in ideas that matter’,”
09/09/2021
KKR Appoints Chief Diversity Officer and Head of Talent Management
Ms. Benjamin joins KKR from Goldman Sachs & Co,
09/09/2021
Blackstone Announces Three New Senior Leaders in Private Credit
The three leaders announced today will play critical roles in sourcing investment opportunities
09/09/2021
Withers enhances private client and tax capabilities with launch of Texas practice
Withers’ expansion into Texas is a natural extension of the firm’s robust capabilities across the United States and will offer services relating to US and cross-border tax, estate and trust, and mobility matters.
09/08/2021
B. Riley Grows Wealth Management Division
20-year Veteran Financial Advisor Joins Firm as Managing Director, Investments
09/08/2021
Snowden Lane Partners boosts wealth team
Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director
09/08/2021
Northern Trust Strengthens Washington, D.C. Wealth Management Team
Fernandez has been with Northern Trust for 19 years, most recently serving as Senior Managing Director of a Wealth Advisory Team in Miami, FL.
09/08/2021
Invesco boosts board
He joined Southern Company in 1998 and held several leadership positions within the company and its subsidiaries
09/08/2021
Wells Fargo Names Ann Thorn Head of Home Lending Servicing
“I’m thrilled to welcome Ann to the team, and incredibly excited about the good work we’ll do for our customers in the years ahead,”
09/08/2021
Axis Insurance hires VP to US excess casualty team.
Smith welcomed him to the AXIS team: “He brings a wealth of experience in a wide variety of casualty risks and complex insurance program design."
09/08/2021
Global Asset Management Strategy Advisor Indefi Appoints Industry Veteran as Managing Partner
Based in Paris, Doolan joins Indefi's core leadership team, serving on its global executive committee.
09/08/2021
Broadridge/LTX hires fintech fixed income veterans
Bragg and Kwiatkowski join the LTX leadership team, working closely with LTX CEO Jim Toffey to accelerate the digitization of corporate bond trading.
09/08/2021
DeFi Technologies' Wholly Owned Subsidiary Valour hires former BlackRock director as its COO
Before this, Ms. Edwards spent almost four years as director of wealth & retail product structuring at Lloyds Bank
09/08/2021
AIG’s Peter Zaffino to take on additional role
As previously announced, Brian Duperreault, currently Executive Chairman, will retire from the Board of Directors at year end 2021.
09/08/2021
JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires
The appointment of Tim and Gregg is an exciting development for JTC
09/07/2021
Broadridge Hires FinTech Fixed Income Veterans to Join LTX
FinTech Veterans Ted Bragg and Jim Kwiatkowski join LTX leadership team to drive next generation corporate bond trading platform digitization
09/07/2021
UBS Taps Longtime Exec to Head Family Office Unit
Replacing Spalthoff is Sarah Salomon, a senior strategist with the firm who has served in various leadership roles, including as assistant market head for private wealth management in Chicago, the company said, according to Insider.