10/09/2019
AIG Names Chief Executive Officer, First Principles Capital Management
Mr. Panagakis said, “Joining FPCM at this time presents an exciting opportunity to partner with the broader AIG Investment organization.”
People Moves
10/08/2019
Sionic Hires Morgan Stanley’s James Monahan to Lead New Global Asset Servicing Team
We are excited that he has chosen to join Sionic and look forward to working with him in collaboration with the rest of our expert teams to development our asset servicing specialism worldwide.
10/08/2019
Adam Found Re-Appointed as C.D. Howe Institute Metropolitan Policy Fellow
The C.D. Howe Institute consistently spearheads high-quality and timely research on relevant public policy matters.
10/07/2019
Senior prime services staff said to be hit in UBS's U.S. layoffs
UBS is understood to have cut a small number of staff from its equities business globally.
10/07/2019
Financial Poise Editorial Board Chair, Ron Diamond, Named Chairman of the Board of Lifestyle Global Brands
Financial Poise™ congratulates Family Office Editorial Board Chair Ron Diamond on his appointment to the Board of Directors of Lifestyle Global Brands.
10/07/2019
Senior Wealth Managers Join First Republic
Raihle and Ver Bockel were each named Managing Director and Wealth Manager.
10/03/2019
Julius Baer hires new Brazil market head
Giovanni Vodola will be team head and Giorgio Bossi and Ivano Massacra will both be senior relationship managers.
10/03/2019
Greenberg Traurig boosts Private Wealth Services Practice
Selden advises high-net-worth individuals and families on sophisticated estate and tax planning.
10/03/2019
Two former New York officials join global law firm
The firm named highly sought-after lobbyist and former New York State Assemblyman Jonathan L. Bing as a shareholder in the New York and Albany offices.
10/03/2019
Seward & Kissel appoints Partner in Investment Management group
Kurucza is recognized as one of the country’s leading legal advisors in the financial services industry.
10/02/2019
Goodwin Names 33 New Partners
Their dedication to our clients, commitment to our collaborative culture, and significant leadership skills have set them apart.
10/02/2019
Chubb Appoints President of Combined Insurance
Kevin Goulding to Retire at Year's End
10/02/2019
Seward & Kissel appoints Partner in Investment Management group
Kurucza has an extensive history as a government regulator.
10/02/2019
KKR Expands Global Impact Team with Senior Appointments
The expanded global team will be further supported by KKR executives across key industries and regions of focus.
10/01/2019
City National Bank Names General Counsel
Speaker brings extensive experience advising financial institutions
10/01/2019
Oakworth Capital adds two to board
Rebekah Elgin-Council is the current Senior Vice President and Chief Marketing Officer for Blue Cross and Blue Shield of Alabama
10/01/2019
Rick Tyson joins Fiduciary Trust as VP and Investment Officer
He joins the firm from Wilmington Trust, where he served as Vice President, Senior Wealth Advisor.
09/29/2019
Leading global law firm elects new chair
He has considerable experience in mergers and acquisitions, real estate investment trusts, financial services regulation, corporate finance and corporate restructurings
09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/27/2019
Summit Financial Appoints New Leader to Spearhead Advanced Financial Planning Services
Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform