10/29/2020
Family office joins Pathstone as Executive Managing Director
Further Elevating Pathstone's Mission and Vision as The Modern Family Office
People Moves
10/29/2020
RBC recruits veteran UBS team with $475M in assets
Loupee, the team’s managing director, spent the first 32 years of his career at Merrill Lynch, while Graziani, senior vice president, joined the industry with Merrill in 1995, according to records.
10/29/2020
Wedbush Securities Expands Investment Banking Group
Matthew DiFrisco Joins as Managing Director in the Consumer and Restaurant Sector
10/29/2020
Fiduciary Trust International adds Portfolio Manager
Ms. Wirts was most recently an investment advisor at Hawthorn, PNC Family Wealth® in Philadelphia.
10/28/2020
Citizens Announces Donald Felix as Leader for Consumer Bank National Expansion
Growth Strategy to Leverage Leading Digital Banking Capabilities as Adoption Accelerates
10/28/2020
Silicon Valley Bank Expands to Vancouver and Hires Local Leader
Papadakos will be based in Vancouver and responsible for the development of new business relationships as well as management of the current client portfolio.
10/28/2020
FlowStone Partners Hires Mark Phillip as Managing Director, Head of Business Development
FlowStone Partners has provides high-net-worth and family office investors access to private equity opportunities through secondary, primary, and co-investment strategies
10/28/2020
B. Riley Wealth Management Welcomes Roger Follis and Charles Hartley to its Independent Advisor Channel in Washington, D.C.
They join B. Riley Wealth Management from Wells Fargo Advisors Financial Network where they had worked since 2013.
10/27/2020
Citizens Names Ryan Parker to Lead Wealth Management Business
Accomplished Executive to Further Accelerate Advice-focused Strategy
10/27/2020
Big shake-up at AIG as it breaks up insurance business, replaces CEO
American International Group (AIG) has named Peter Zaffino as new chief executive officer (CEO), effective March next year, with Brian Duperreault set to become executive chairman, as the insurer reveals its plans to separate its life & retirement bus
10/27/2020
AIG Announces Leadership Transitions
Brian Duperreault will become Executive Chairman and Douglas M. Steenland, currently Independent Chairman of the Board, will become Lead Independent Director, also effective March 1, 2021.
10/27/2020
Cambridge Associates adds to Private Client Practice
Family Enterprise Solutions to support family office strategy, structure and governance
10/26/2020
Rockefeller Capital Management Continues Growth with Chicago Expansion
Chicago-based CM Private Wealth Marks 25th team to Join in 2020
10/23/2020
President of Chubb Canada Announces Retirement; Company Names Successor
Current head of Chubb Canada, Ellen Moore, appointed Chair of Canadian Operations, will retire at the end of the year; John Alfieri to assume role of President, Chubb Canada.
10/23/2020
Citi Private Bank global boss Charrington exits
It is not yet known who is taking over his role as global head of private banking.
10/23/2020
Agora Brands Group Announces New Advisor Board Members Larry Roth, Rick Scrimger, Curtis Stephens and Cindy Zu
Mr. Roth previously served as CEO of AIG Advisor Group, as well as CEO of Cetera Financial Group, two of the nation's largest networks of independent financial advice firms, encompassing thousands of independent wealth management practices across the
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
Northern Trust Adds to Foundation & Institutional Advisors Practice in Chicago
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/21/2020
JPM Brazil private bank boss joins Bradesco
Taira has more than 29 years of experience in the financial services industry and has previously worked for Credit Suisse and Citi Private Bank, according to his LinkedIn profile.
10/21/2020
RBC Recruits $1.2B All-Female JPMorgan Team
The New York-based group includes three advisors, all of whom have been in the business for more than 20 years.