08/10/2020
CIFC launches long/short high-yield UCITS fund for veteran Horowitz
Ex-Muzinich & Co management team
People Moves
08/10/2020
Gina Rebollar returns to Chubb as deputy general counsel of global corporate affairs
In her new role she works closely with Chubb's board of directors and advises the corporate development, treasury, human resources and global communications functions, and other members of senior management.
08/10/2020
Chubb Vice Chairman Named President, North America Insurance Operations
The appointment is effective September 1, and Mr. Lupica will report jointly to Evan G. Greenberg, Chairman and Chief Executive Officer, and to John Keogh, Executive Vice Chairman and Chief Operating Officer.
08/10/2020
Chubb Appoints Paul Krump Vice Chairman, Global Underwriting and Claims
In his new role as the company's Executive Underwriting and Claims Officer, Mr. Krump will maintain and enhance the company's global underwriting standards, rules, authorities and risk management.
08/07/2020
Goldman names new head of digital assets in bet that blockchain is the future of financial markets
The bank made Mathew McDermott, a managing director who ran the investment bank’s internal funding operations, its new global head of digital assets last month, CNBC has learned.
08/07/2020
Chubb Names Gina Rebollar Deputy General Counsel for Global Corporate Affairs
She will work closely with Chubb Limited's Board of Directors and advise the company's Corporate Development, Treasury, Human Resources and Global Communications functions as well as other members of senior management on various matters.
08/07/2020
Cincinnati Financial Corporation Board Expands 15, Appoints Two
During her time as a senior insurance analyst, Benacci was named by the Wall Street Journal as a top-ranked analyst.
08/07/2020
Top Brazil gatekeeper exits Julius Baer for WM specialising in alternatives
The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.
08/07/2020
Apex Clearing adds two industry veterans to leadership team
Valverde's career spans 27 years in financial services.
08/07/2020
Apex Clearing to expand RIA custody, hires Morningstar exec as president
Apex primarily custodies assets for fintech companies, including Betterment and Wealthfront, according to Rothschild.
08/06/2020
Blackstone to Acquire Ancestry®, Leading Online Family History Business, for $4.7 Billion
Ancestry is the global leader in digital family history services, operating in more than 30 countries with more than 3 million paying subscribers across its Ancestry online properties and more than $1 billion in annual revenue.
08/06/2020
Calpers Investment Chief Ben Meng to Step Down From Largest U.S. Pension
It marks an abrupt exit for the investment chief, who set out to implement a reform agenda at the giant pension.
08/06/2020
Linklaters adds partner to investment funds group
Bolstering the firm’s fund formation and regulatory compliance capabilities
08/06/2020
Karmen Keup Named Branch Manager of UBS
We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role.
08/06/2020
Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.
08/06/2020
Branch Manager Named for UBS Offices in Sarasota, Fort Myers and Bonita Springs
Karmen has spearheaded initiatives for women's career advancement within UBS.
08/06/2020
Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list
Recognition of an exceptional career in Financial Services
08/05/2020
Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies
08/05/2020
Blackstone Announces Appointment of Jeffrey B. Kindler, Former Chairman and CEO of Pfizer, as Senior Advisor
We look forward to benefitting from his deep insights in evaluating new investment opportunities and helping our portfolio companies reach their full growth potential.
08/05/2020
Julius Baer exits continue as LatAm advisor duo departs
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.