04/21/2020
LPL exec moves to Advisor Group
Seasoned Recruiting Executive Joins Triad Advisors Management Team with Over 25 Years of Wealth Management Industry Experience and Robust Recruiting Track Record
People Moves
04/17/2020
New appointment as SANNE continues to grow in North America
Her new role she will be concentrating efforts on building new relationships with fund managers who have investment strategies spanning Private Equity, Real Assets, Infrastructure, Private Credit and Hedge.
04/17/2020
Bartling Joins Fiduciary Trust as VP and Investment Officer
She earned her bachelor’s degree and MBA from Northeastern University.
04/16/2020
SS&C Appoints Nicholle Taylor to Lead Retirement Plan Administration
SS&C Retirement Solutions supports organizations that represent more than 8 million participants
04/16/2020
Mirabaud strengthens wealth management business in Uruguay
These two hires demonstrate that just one year after Mirabaud’s arrival in Uruguay
04/16/2020
JPMorgan Hires Merrill Chief's Brother to Head Wealth Mgmt Unit
JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.
04/14/2020
HSBC Private Banking appoints UHNW head for EMEA and US
She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.
04/14/2020
CHF 722m LatAm advisor exits Julius Baer
Riege was later made a managing director and senior advisor for the Swiss private bank.
04/14/2020
Coronavirus crisis exposes cracks in investment management
Measures adopted to regulate banking industry after 2008 financial crisis may have just shifted risks
04/14/2020
Kestra Financial Onboards Russell Giammarino Wealth Management
The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.
04/14/2020
UBS WM makes senior appointment for CIO office
Latest move follows Mike Ryan changing his job within the Swiss giant's senior management.
04/09/2020
Centerview Turns to Matthieu Pigasse to Lead New Paris Hub
A former advisor to the French Treasury, he boasts long-standing relationships in France's tight-knit world of finance and has worked with companies including L'Oreal and Danone.
04/09/2020
She will provide counsel on Technology risk and control issues as well as direct issue management and remediation efforts.
She will provide counsel on Technology risk and control issues as well as direct issue management and remediation efforts.
04/09/2020
Raymond James Moves Teams in Florida and Colorado Despite Virus Crisis
Reached at his new Raymond James & Associates office, Montalvo confirmed the move, but said he was not authorized to discuss details of the transition or the team’s reason for moving.
04/09/2020
Benjamin F. Edwards Investment Banking Expands with New Co-Head
David joined Benjamin F. Edwards in April bringing extensive experience and expertise in mergers, acquisitions, corporate sales and divestitures, leveraged debt financing, financial restructurings and equity capital-raising.
04/08/2020
Rockefeller Capital Management Hires A New Managing Director of Pacific Northwest Division
His appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/08/2020
Greenberg Traurig, Baker McKenzie Add Bankruptcy Lawyers
The additions come on the heels of the firm adding Bruce Zirinsky and Gary Ticoll to its Florida location, and Ian Jack to its London office.
04/08/2020
QuestCap Appoints Richard Dolan and Jim Rogers to Advisory Board
Both will be valuable additions to the advisory board and will greatly assist QuestCap realize its vision of a sustainable, healthier future.
04/07/2020
EFG International Makes Latin America Appointment
Eduardo Cruz has been appointed head of private banking in Latin America.
04/07/2020
Houlihan Lokey Hires Industry Veteran to Lead Its Transaction Advisory Services Practice
Mr. Murphy joins following more than two decades at KPMG