08/11/2021
Franklin Templeton Names Head of US Institutional Services
Foley will join the firm on September 7.
People Moves
08/10/2021
UBS Taps Rival in Bid for Multicultural Wealth
A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.
08/10/2021
Cohen & Steers Appoints Head of Wealth Management Consulting Group
Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.
08/10/2021
Managing Director and Head of SPACs Joins SVB Leerink
Mr. Salazar joins SVB Leerink from Citigroup
08/10/2021
Wells Fargo Chairman to Retire
The board has elected Steven D. Black as chairman, effective immediately.
08/09/2021
Allen & Overy to add game-changing multidisciplinary technology team in U.S.; Expands West Coast presence
Allen & Overy will open two new offices in Silicon Valley and San Francisco to support the expanded team and offerings.
08/09/2021
Richardson Wealth Adds Top Talent to Communications and Marketing Teams
Our new hires have the creative and technical skills necessary to effectively communicate our culture and brand value proposition to our key audiences
08/09/2021
PNC Rebrands Wealth Businesses as Lenders Vie for Rich Clients
Don Heberle will head the newly branded PNC Private Bank
08/06/2021
Slate Asset Management Hires Managing Director
Former Alberta Investment Management Corporation (AIMCo) executive brings nearly two decades of real estate experience to the firm’s investment platform
08/05/2021
Blackstone Hires Managing Directors Based in San Francisco
Mr. Ramsey will focus on enterprise software and financial technology investments and Mr. Kirkman will focus on the healthcare sector.
08/05/2021
Multifamily Office Hires in N.Y., Miami to Lure Rich Brazilians
In this market, if you are really independent from big firms, you can better service your client
08/05/2021
Hub International Strengthens Retirement And Private Wealth Capabilities In Colorado
Based in Englewood, Colorado, Grose has more than 20 years of experience working with retirement plans and wealth management services.
08/05/2021
Advisor leaves Canaccord to rejoin Richardson Wealth
New recruit credits firm's reputable name, integrity, and start-up feel as reasons for return after 25 years away
08/05/2021
Advisor Group Successfully Recruits Two Financial Advisors with $376 Million in Total Client Assets to its Platform
Veteran Financial Advisors Join Advisor Group through Securities America and its Affiliated Super-OSJs Patriot Financial Group and Navigation Financial Group
08/05/2021
Cosaic Announces Appointment of Chief Operating Officer
Joerg Ruetschi brings operational excellence to accelerate growth across both ChartIQ and Finsemble product lines.
08/05/2021
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Mr. Marsh and Ms. Theder bring deep industry knowledge and expertise to the board and will help the Company execute its long-term growth strategy as it continues to build its employee compliance solutions for financial services enterprises and considers e
08/04/2021
Fiduciary Trust International appoints Head of Family Office Services
Paul’s deep experience developing solutions—encompassing everything from investment strategy development, integrated planning and administration, and governance to tax management—for families and non-profit organizations positions him we
08/04/2021
BNY Mellon Wealth Management Names Regional Director
Daniel joined BNY Mellon Wealth Management in 2000 from the firm's Pittsburgh office where he held a variety of roles.
08/04/2021
Withers appoints data protection and privacy partner
In the US this is a fast-changing landscape and bringing on someone with Doron’s depth of knowledge is a huge plus for us.
08/03/2021
Swift appoints former Standard Chartered Ciso Cheri McGuire as CTO
Reporting directly to CEO Javier Pérez-Tasso, McGuire joins Swift at a pivotal time as it re-tools its cross-border messaging infrastructure to take on new challenges in digital payments.