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People Moves

01/20/2021

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole.

01/20/2021

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

01/20/2021

Julius Baer hires six Relationship Managers to support growth in the Hispanic American market

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

01/20/2021

Morgan Stanley Appoints 171 New Managing Directors

The new Managing Directors are

01/20/2021

Blackstone Hires Former Co-Head of Insurance Investment Banking for North America at Morgan Stanley, to Lead Acquisitions for Blackstone Insurance Solutions

Mr. Hovey will be responsible for leading BIS’s investments

01/19/2021

Julius Baer Raids Credit Suisse for Latin America

The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.

01/16/2021

Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B

Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.

01/15/2021

Chubb Announces Chief Financial Officer Philip Bancroft to Retire; Peter Enns to Become CFO Effective July 1

Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.

01/15/2021

Blackstone Announces Appointment of General (ret) David L. Goldfein, Former Chief of Staff of the United States Air Force, as Senior Advisor

He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.

01/15/2021

State Street Strengthens Asset Owner Business with Senior Appointments

The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.

01/14/2021

Roth Canada Announces the Addition of Braden Fletcher as President

Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group

01/14/2021

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions

Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers

01/13/2021

Chubb Appoints Chief Reinsurance Officer

Mr. Konz has more than 20 years of insurance industry experience.

01/13/2021

Chubb Names Global Head of Company's Cyber Risk Insurance Business

Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.

01/13/2021

Beth Renner Named Head of Advice Center for Wealth & Investment Management

Renner to manage advice capabilities, reimagine the delivery of advice across WIM

01/13/2021

Colony Capital and Digital Colony Appoint Latifa Tefridj-Gaillard as Managing Director and Head of Europe Capital Formation

Prior to this role, among others at Goldman Sachs, she worked on the Structured Equity Solutions team within the Investment Banking Division structuring and originating hybrid financing solutions for corporate clients.

01/13/2021

Citi Regional Banking Head Returns to U.S.

In Asia, Luchetti led the consumer banking business and he has made strides in a variety of areas, most notably in digitalization.

01/12/2021

$435M Team Ditches Merrill for Sanctuary Wealth

The move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.

01/12/2021

Franklin Templeton Launches Investment Institute and Announces Senior Leadership Appointments

Dover and Murphy will begin their new roles on February 1, 2021. Both will report to Johnson.

01/11/2021

BNY Mellon Investment Management Announces Dawn Tutje as the New Head of Financial Institutions Group in North America

Dawn earned her BA at University of Texas, Austin. She has held past roles as Chair and Co-Chair of IRI Asset Managers Committee and served on both the IRI Asset Managers and IRI Membership Committees. She holds FINRA Series 7, 63, and 65 licenses.

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