10/05/2018
Chubb Appoints Sales and Distribution Leader for North America Personal Risk Services
She will work closely with all other PRS teams across the division and the regional field administration leaders to advance the division's sales goals.
People Moves
10/05/2018
US Bank Global Fund Services brings on Mastriano
Mastriano is an experienced senior executive who brings nearly 30 years of experience at organisations such as Citco Fund Services, Bank of New York, Bisys Fund Management and Morgan Stanley.
10/04/2018
BNY Mellon Investment Management's US Multi-Asset Manager adds risk parity and managed futures team
With clients becoming more solutions-oriented, contributing our knowledge and experience to a firm with this breadth of capabilities is very appealing.
10/04/2018
Citi Private Bank Cements Atlanta Presence
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
Cresset Family Office hires two
Cresset Family Office has added Jill Shipley and Vimala Snow to its team. Shipley, who is based in Palm Beach, Florida, will lead family culture, impact and governance while the Denver-based Snow will serve as managing director of wealth strategy for the
10/04/2018
Sentinel Trust Announces Officer Promotions
We are excited for these incredibly talented individuals
10/04/2018
JB Investment Management Team Joins RMB Capital
Addition of Milwaukee-area Team Expands Firm’s Fixed Income Offerings
10/03/2018
MDM&C Expands Cross-Border Capabilities to Address Needs of Chinese Investors and Entrepreneurs
Two Seasoned Attorneys Will Advise Chinese Individuals and Companies on U.S. Real Estate Investment Opportunities and Cross-Border Transactions
10/03/2018
Charles Schwab's Senior Advisor Joins Coinbase Board of Directors
After 10 years there, he transitioned to The Cynosure Group, another private equity firm, where he currently serves as a senior advisor.
10/03/2018
Santander Bank Launches Direct Private Investment Practice
Business Pairs Commercial Banking Customers with Potential Family Office Partners
10/03/2018
BNY Mellon Names Avi Shua as Technology Lead for Wealth Management
Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.
10/03/2018
Signature Bank Appoints Three Private Client Banking Teams to Manhattan and Long Island Offices; Eight Teams Added in Total This Year
The team worked together for seven years at Citibank before joining Signature Bank.
10/03/2018
Morgan Stanley Actively Looking for Thousands of New Staff
But the hiring spree appears to be slowing down, according to the web publication
10/02/2018
BNY Mellon Names Sabet Elias in New Role as Chief Technology Officer
Before that, Mr. Elias was the CTO responsible for infrastructure across multiple lines of business with accountability for technology architecture, design, build and operations.
10/02/2018
AFP Provida launches alts unit and appoints new boss
The $50 billion pension fund created the team to screen and select investments in this market
10/02/2018
Aviva Investors brings on head of U.S. equities
The firm made nine hires to its U.K., global and emerging market equities teams in July.
10/02/2018
Sidley Hires Leading Private Equity Lawyers in New York
With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries.
09/30/2018
Falcon Wealth Planning Hires New CFO To Head Tax Division
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception.
09/28/2018
Wilmington Trust Adds Adam Bakhash as Senior Private Client Advisor in Los Angeles Market
Bakhash will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area
09/28/2018
Boston Private Hires New Senior Wealth Advisor in Beverly Hills, California
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.