04/16/2021
GenTrust adds to New York wealth adviser team
Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.
People Moves
04/16/2021
Manulife Investment Management appoints head of high-net-worth strategy for private markets
Commits to product innovation and offering to broader distribution and investor base
04/15/2021
Asset Strategy Consultants Deepens Investment Office and Private Wealth Services
Juan M. Buendia joins as Senior Client Advisor to Institutions and Families
04/15/2021
Mirova appoints proxy voting and engagement lead
Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe
04/15/2021
Citigroup Names Head Global Wealth Management
The promotion comes as the bank also named new regional wealth-management heads.
04/15/2021
Withers welcomes experienced wealth planning advisor in San Francisco
Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.
04/15/2021
Wells Fargo Sees More Financial Advisors Walk Out the Door
The latest quarter’s decline stemmed in part from early departures of advisors focused on international clients, the bank said in an email statement.
04/15/2021
Citi expands global CIO and investment head’s remit amid restructure
Global private bank unveils series of senior management changes as part of plan to better focus on servicing wide array of clients.
04/15/2021
Robertson Stephens appoints industry veteran Chief Marketing Officer
LPL veteran brings versatility and additional depth to management team, with a focus on lead generation and client engagement
04/15/2021
Blackstone Hires Managing Director
BXG has already made significant investments in fast-growing European companies
04/14/2021
Q Wealth unveils new COO
C-suite hire announced, along with three new additions to senior management team
04/14/2021
State Street Appoints A Newly Created Leadership Role
Her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.
04/14/2021
Schechter Investment Advisors Adds a Senior Investment Advisor
Third-generation firm, with over $1.5 billion AUM, deepens breadth of investment expertise with addition of senior alternatives professional
04/14/2021
Chubb Announces Leadership Appointments in its Accident and Health Business
"We are always looking for ways to meet the unique needs of the market, regardless of the business environment,"
04/14/2021
Leading Private Funds Lawyer Joins Ropes & Gray's Asset Management Practice
Strengthens Ropes & Gray's Leading Sponsor and Manager-Side Offerings
04/14/2021
BNY Mellon Wealth Management Named Senior Client Strategist in Miami
Dora earned a Bachelor of Arts degree in Political Science and Economics from Boston University
04/14/2021
Brandywine Oak Private Wealth – Welcomes South Carolina Advisor with $500 Million in Client Assets
Lisa Quadrini Earned the #1 Position in South Carolina for the Second Year in a Row on Forbes Top Women Wealth Advisors List
04/13/2021
CI Financial Announces New Chief Financial Officer
Amit Muni’s extensive experience includes 13 years as a public company CFO
04/13/2021
Northern Trust Wealth Management Announces Central Region Leadership Changes
They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.
04/13/2021
NorthEnd Private Wealth Launches With Support of LPL Financial
The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.