09/20/2018
RBC Nabs $500M Commonwealth Financial Team
This month, the firm recruited several advisors from the wirehouse who collectively oversaw around $640 million, and in July, RBC poached a team of Merrill Lynch advisors managing $465 million.
People Moves
09/20/2018
AXA XL Names New Regional Broker & Client Management Leader in Canada
Jonathan's impressive experience in the insurance industry is a great asset to our objectives
09/19/2018
J.P. Morgan Hires Away Lifetime UBS Manager in San Francisco
McCashin replaces Robert Spawn, who left as J.P. Morgan’s West Coast regional director in April after a little more than two years with the firm
09/19/2018
Janus Henderson boosts US offshore sales team with ex-MFS hire
He will report to Ignacio de la Maza, head of continental Europe wholesale and Latin America at Janus Henderson, and boost the firm’s nine-strong team focusing on Iberia, US offshore and Latin America.
09/19/2018
Cypress Wealth Services adds experienced adviser
I am excited to join Cypress
09/19/2018
AXA Equitable Life appoints Chief Risk Officer
Sarfatti has more than 15 years of experience working in financial services, life insurance, asset management and retail banking.
09/19/2018
Midwest Law Firms Make Lateral Moves in LA
Barnes & Thornburg and Lathrop Gage have raided a pair of local firms to expand in the City of Angels.
09/18/2018
Goldman Sachs MDs keep departing for hedge funds
Cleland-James has joined Millennium Management in London where he will look after business development
09/18/2018
Citigroup appoints three software investment bankers
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.
09/18/2018
Chubb Appoints Jeremiah Konz Executive Vice President, Reinsurance Officer, Overseas General Insurance
Mr. Konz will succeed Neil Bennett, who will retire at the end of 2018. Over his 40 years in the insurance industry, including 20 years at Chubb, Mr. Bennett has worked in a variety of underwriting and claims roles, primarily in London and Bermuda.
09/18/2018
Union Bank Appoints Head of Digital Banking
She will work closely with the bank's technology team to deliver interactive digital experiences for both existing and prospective clients across all client touchpoints, including online and mobile applications.
09/18/2018
Wealth management firm to create 12 jobs with office move
Rhodes Wealth Management was established in 2007 by Adam Rhodes in his parents’ garden shed, now helps more than 1,000 households and businesses across Derby and Derbyshire.
09/17/2018
Bronfman Rothschild Welcomes Advisor Glen Macdonald
Bronfman Rothschild today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm's New York office.
09/14/2018
UBS Veteran Defects to U.S. Giant
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.
09/14/2018
Envestnet gatekeeper departs for dividend growth boutique
He’ll report to the firm’s director of sales, Chuck Barrett, and speaking with due diligence teams, he'll be sitting on the opposite side of the table of the conversations he was used to having while at Envestnet.
09/14/2018
Gunster Adds Trusts And Estates Vet In Tampa Hiring Spree
New Gunster shareholder Brian Sparks, who was a shareholder and co-chair of the trusts and estates group at Hill Ward Henderson
09/14/2018
BRG Capital Advisors Expands LA Office with Technology Investment Banker
He will be responsible for the expansion of BRG Capital Advisors' M&A capabilities.
09/14/2018
GAM nabs UBS strategist for US offshore role
She’s based in New York and reports to Carlos Costales and Juan Ramon Caridad, the manager’s Madrid-based co-heads of Latin America and Iberia.
09/14/2018
Goldman Sachs' incoming boss is already shaking things up, names new management team
Incoming CEO David Solomon name Stephen Scherr as the bank's new chief financial officer.
09/14/2018
Liquidnet Appoints Cheryl Knopp as General Counsel
Knopp has served on the Investment Committee of the Liquidnet for Good Fund since 2006