10/27/2020
Cambridge Associates adds to Private Client Practice
Family Enterprise Solutions to support family office strategy, structure and governance
People Moves
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.
10/20/2020
Ocorian appoints Regional Head of Americas
Jason will be based in the United States and will oversee all aspects of our business in the region.
10/20/2020
Baker McKenzie announces latest global leadership shake-up
Shih Yann Loo and Melinda Phelan join the Firm's Executive Committee
10/20/2020
Robert Stoker Hired as Private Wealth Advisor at UBS in San Francisco
Robert joined UBS PWM as it allowed him to create a boutique family office within the largest wealth management firm in the world.
10/20/2020
Bank of America names EU bank head as Brexit deadline closes in
Fernando Vicario appointed chief executive of bank’s hub in Ireland
10/20/2020
Alcentra Adds To Senior Leadership In North America
will be responsible for defining the company's long-term sales and marketing strategies in North America.
10/20/2020
David Kelly Joins SMBC as U.S. Chief Information Officer
He was also a member of the firm’s Operating Committee.
10/20/2020
Jupiter hires senior leaders for new Denver office
Jupiter struck a strategic partnership with NZS in December 2019 to become the exclusive distributor of the firm's investment funds.
10/16/2020
Lazard Asset Management Expands Alternative Investment Platform
Forms Lazard Coherence team of industry veterans with credit expertise -
10/16/2020
Managing Wealth Like A Rockefeller
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/16/2020
BNY Mellon Wealth Management Names Market President in Atlanta
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/16/2020
Persaud Departs Citigroup for Fieldpoint Private
Commercial Banker Adds to Wealth Boutique’s Growing Momentum with Entrepreneurs