11/18/2020
Standard Chartered announces key appointments
The new structures and related appointments are effective on 1 January, 2021.
People Moves
11/18/2020
Standard Chartered Appoints CEO
Currently Global Head, Commercial Real Estate and Industries, Standard Chartered, Steve will relocate from Singapore to assume his new role effective 1 January 2021.
11/18/2020
James Campbell the only Jersey lawyer elected to prestigious American College of Trusts and Estate Counsel
To qualify for membership, a lawyer must have no less than 10 years' experience in the active practice of probate and trust law or estate planning.
11/18/2020
BNP Paribas Asset Management announces new US leadership team
Johanna Lasker will be responsible for BNPP AM’s strategy, leadership, governance and regulatory matters.
11/18/2020
Segall Bryant & Hamill Names Director of ESG Research
In this role, Mr. Rajagopal will lead SBH's ESG initiatives, working in close coordination with the firm's investment teams
11/17/2020
$2B team quits Morgan Stanley to join LPL enterprise
Levin said their partnership with LPL and Gladstone gives them a platform to build a high-end, boutique firm that can support their clients’ comprehensive financial needs.
11/17/2020
Top Goldman dealmaker Lemkau is leaving the bank to helm $15 billion investment firm linked to Dell fortune
Goldman Sachs is the world’s top-ranked mergers firm with roles on $758.6 billion in deals so far this year, according to Dealogic.
11/17/2020
Truist hires Karakaplan to lead newly formed Enterprise Payments Group
Karakaplan brings more than 20 years of payments experience including leadership roles in strategy, corporate development, and product management.
11/17/2020
Marissa Dungey elected as American College of Trust and Estate Counsel fellow
With this appointment, Ms. Dungey becomes the 11th Withers attorney to be elected as an ACTEC Fellow, one of the largest numbers of ACTEC Fellows at a private client law firm when compared to others.
11/17/2020
M&T Bank Corporation Elects Leslie Godridge and Rudina Seseri to Board of Directors
Diverse new members bring wide-ranging experience and insights from banking, large corporations and tech startups to M&T's Board
11/17/2020
Thomas Freeman Joins Treliant to Manage Credit Risk Services
An industry expert in risk management, he will oversee the firm’s Credit Risk services for banking, FinTech, and mortgage clients.
11/16/2020
Oppenheimer Accelerates Growth of Consumer Investment Banking Group with Appointment of James Murray as Managing Director, Based in London, United Kingdom
He will be based in London and report to Max Lami, European Chief Executive, and Emmanuel Durand, Global Head of Consumer Investment Banking.
11/16/2020
United Bank hires Director of Advanced Planning, Legal Trust Counsel
Prior to joining United Wealth Management, he served as SVP, market director of fiduciary services with Hawthorn, PNC Family Wealth in the Washington, D.C., and Baltimore Family Office for PNC Bank.
11/13/2020
Uruguay wealth shop bags Indosuez advisor for Brazil team
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.
11/13/2020
AIG Announces Executive Promotions
In her expanded role, Ms. Fato has assumed responsibility for Global Communications in addition to the Government Relations and Public Policy group
11/12/2020
Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development
He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.
11/12/2020
Citi Private Bank appoints LatAm discretionary solutions head
Its Latin America business, headed by Jose Ernesto Fuentes
11/12/2020
Oppenheimer & Co. recruits Miami's Mercado Group
Mercado Group was part of Morgan Stanley for more than a decade before joining Oppenheimer & Co.
11/12/2020
Institute for Portfolio Alternatives Elects New Board Members for 2021
Newly elected individuals represent continued growth of the industry despite turbulent 2020
11/12/2020
Spearhead welcomes Sagar Dalal as Managing Director, Advanced Wealth Planning
Prior to joining Spearhead, Mr. Dalal was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers.