07/01/2019
Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year.
06/27/2019
HSBC North America appoints Chief Financial Officer
Based in New York, Mahtani will report to Patrick J. Burke, President and CEO, HSBC USA, and will join the U.S. Executive Committee.
06/27/2019
25+ Year Industry Leader Karl Jaeger Joins Artivest to Accelerate Growth & Operational Efficiencies
06/27/2019
The board of directors was not only impressed with Jill’s expertise and collaborative style, but also her proven ability to build relationships with a variety of partners
06/26/2019
Andersen Tax Expands Practice in Dallas
The addition of the team from Forrester & Co. complements the existing PCS practice in Dallas
06/26/2019
We are thrilled to have them on board.
06/26/2019
We look forward to his leadership and contributions to our clients as we build upon our successful industrials business and the firm generally.
06/25/2019
Private banking and wealth management have become an increasingly important part of our services, for both domestic and foreign customers.
06/25/2019
Nixon Peabody appoints leader to the firm’s Global Finance practice
Amy advises financial institutions who provide fiduciary and agency services to the capital markets.
06/25/2019
The new recruits are the first hires for HSBC’s Brazil team
06/25/2019
Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors.
06/25/2019
His branch manager is Anthony Zanetti.
06/24/2019
Faulkner will remain on the Board as an Executive Director and become the Group’s Head of Macro Strategies and Innovation.
06/24/2019
Francisco has over 20 years of experience in leading large global technology functions across a range of financial services, including investment management and fund services.
06/24/2019
Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.
06/24/2019
Rockefeller Global Family Office expands team
“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”
06/24/2019
Deutsche Bank Continues Wealth Management Expansion
We continue to hire top industry talent as we grow our presence in key markets in the Americas.
06/24/2019
Four-adviser group in Lewes, Del., operates as MCH Wealth Management
06/23/2019
The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.
06/21/2019
Bank of Montreal hires wealth management veteran
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.