04/29/2020
Docupace secures growth equity investment and names new CEO
Docupace also announced the appointment of David Knoch, former president of 1st Global, to the role of chief executive officer, effective immediately.
People Moves
04/29/2020
Steven D. Black Elected to Wells Fargo Board of Directors
We are fortunate to be able to add Steve to the board
04/28/2020
Wells Fargo Names New Head of Operations
We will all benefit from having Lester’s deep experience and talent in this critical role.
04/28/2020
Skyway Capital Markets adds to Senior Leadership Team
His success with capital transactions speak for themselves and I’m confident our Technology practice will thrive under his leadership.
04/28/2020
Brit adds Tracy Wade as VP of BGSU unit
Prior to this, she held senior marketing positions at Old Mutual and Fidelity Bank.
04/27/2020
13 more partners leave Boies Schiller; what BigLaw firm are they joining?
More than 30 of Boies Schiller’s 150 partners have left since the beginning of the year, according to Law.com.
04/24/2020
Citizens Financial Group Names Head of Investor Relations
She began her career with KPMG in Australia before joining JPMorgan Chase
04/21/2020
George Bilicic Rejoins Lazard
He rejoins Lazard from Sempra Energy, where he most recently served as President and Chief Legal Officer.
04/21/2020
LPL exec moves to Advisor Group
Seasoned Recruiting Executive Joins Triad Advisors Management Team with Over 25 Years of Wealth Management Industry Experience and Robust Recruiting Track Record
04/17/2020
New appointment as SANNE continues to grow in North America
Her new role she will be concentrating efforts on building new relationships with fund managers who have investment strategies spanning Private Equity, Real Assets, Infrastructure, Private Credit and Hedge.
04/17/2020
Bartling Joins Fiduciary Trust as VP and Investment Officer
She earned her bachelor’s degree and MBA from Northeastern University.
04/16/2020
SS&C Appoints Nicholle Taylor to Lead Retirement Plan Administration
SS&C Retirement Solutions supports organizations that represent more than 8 million participants
04/16/2020
Mirabaud strengthens wealth management business in Uruguay
These two hires demonstrate that just one year after Mirabaud’s arrival in Uruguay
04/16/2020
JPMorgan Hires Merrill Chief's Brother to Head Wealth Mgmt Unit
JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.
04/14/2020
HSBC Private Banking appoints UHNW head for EMEA and US
She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.
04/14/2020
CHF 722m LatAm advisor exits Julius Baer
Riege was later made a managing director and senior advisor for the Swiss private bank.
04/14/2020
Coronavirus crisis exposes cracks in investment management
Measures adopted to regulate banking industry after 2008 financial crisis may have just shifted risks
04/14/2020
Kestra Financial Onboards Russell Giammarino Wealth Management
The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.
04/14/2020
UBS WM makes senior appointment for CIO office
Latest move follows Mike Ryan changing his job within the Swiss giant's senior management.
04/09/2020
Centerview Turns to Matthieu Pigasse to Lead New Paris Hub
A former advisor to the French Treasury, he boasts long-standing relationships in France's tight-knit world of finance and has worked with companies including L'Oreal and Danone.