09/16/2020
Mercer Appoints Samantha Davidson as Leader for U.S. OCIO Business
Mercer’s OCIO business has experienced significant growth in recent years
People Moves
09/16/2020
Manulife Investment Management Announces Portfolio Manager Relocation
There are no changes to the team's investment process, investment strategies, or their respective decision-making.
09/16/2020
Mather Group appoints Head of Mergers & Acquisitions
As the firm’s 2020 M&A deal momentum continues to build, The Mather Group, LLC announces Patrick Lawlor as President and Head of Mergers & Acquisitions
09/16/2020
Raymond James snags $500M Wells Fargo trio
The team — Steve Kanteliotis, Stephen Gitter and Frank Brodsky — operates out of Philadelphia and managed half a billion in assets at their former firm, according to Raymond James.
09/16/2020
KBS Names Gio Cordoves as Regional President of the Western Region
Strategic move aligns with the firm’s “growth from within” philosophy and deepens KBS’ relationships with millennial tenant base
09/15/2020
Wealth Manager Brian Addington Joins First Republic
Brian is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our expanding team of wealth management professionals.
09/15/2020
BNY Mellon Appoints Robin Vince as Vice Chair and CEO of Global Market Infrastructure
Vince will oversee the bank's Clearance and Collateral Management, Treasury Services, Markets and Pershing Businesses
09/15/2020
Mercer appoints Samantha Davidson as Leader for U.S. OCIO business
Most recently, she was a Managing Director and Head of Client Solutions for GS Personal Financial Management, where she led efforts to provide advice and wealth management solutions for the firm’s high net worth clients.
09/15/2020
IGM Financial chief executive Jeff Carney stepping down for health reasons
James O’Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management
09/15/2020
Impax Asset Management hires senior client director
Impax had £19.3 billion ($25.8 billion) in assets under management as Aug. 31.
09/15/2020
Daniel Gamba, CFA, becomes Chair of the Board of Governors; Maria Wilton, CFA, ascends to Vice Chair
Margaret Franklin, CFA, President and CEO, CFA Institute, said: “I am looking forward to working with Daniel, Maria, and our entire all-volunteer Board as together we seek to navigate these unsettled times. I am proud of our Board’s commitment
09/15/2020
Lisa Davis joins Canopius as it looks to harmonise US operations
Canopius said it will draw on its partnership with Samsung Fire & Marine Insurance (SFMI), which became a significant minority investor in Canopius in 2019, by using its admitted paper to underwrite more US business.
09/15/2020
Patrick Kelleher to retire from Somerset Re, Jeff Burt lined up as replacement
He will continue to work with Hannover Re on structuring bespoke transactions, utilising the full complement of capabilities to appropriately address client needs.
09/15/2020
UBA chief gets American appointment
The committee is composed of prominent members of the US business community and Ms. Yomi-Ajayi is the sole representative of an African institution.
09/15/2020
Apollo Names Leadership Group for Dedicated Impact Investing Platform
Marc Becker and Joanna Reiss Named Co-leads of Impact, Lisa Hall Appointed as Chair of Impact
09/15/2020
William J. Connolly Joins UBS Private Wealth Management in Boston
Will has been devoted to providing exceptional value to clients since starting in the industry, and was identified as an emerging talent, leader and investor early in his career.
09/14/2020
Nomura Hires Head of CMO Trading
Mr. Cannon brings 27 years of market experience and deep client relationships in the CMO markets.
09/14/2020
Kalbian Hagerty ropes in top corporate lawyer for prime US job
He is admitted to practice in Washington, DC and California.
09/13/2020
Female Advisor's Team With $500M AUM Exits Morgan Stanley For Rockefeller
The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September.
09/11/2020
Jane Fraser to become first female CEO of US moneycentre bank on Corbat succession
Jane Fraser is a member of the Board of Dean’s Advisors at Harvard Business School, serves on Stanford University’s Global Advisory Council and is a member of the Council on Foreign Relations.