• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

10/16/2019

Justin Gmelich Elected to MarketAxess Board of Directors

Mr. Gmelich has had a distinguished career in credit markets

10/16/2019

Citigroup Investment Banking Head Leaves as Wall Street Retreat Continues

The head of Russian equities has left in the latest investment retreat for a U.S. bank.

10/16/2019

KKR Announces Leadership of Flagship Private Equity Businesses

In the Americas, Pete Stavros and Nate Taylor have been promoted to co-lead the Private Equity business.

10/15/2019

LPL Financial Welcomes Advisor Joseph Mazzucco, Stonebrook Wealth Management

Mazzucco takes a highly personalized approach to providing investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners and retirees, with most of his clients based in New York and South Flo

10/15/2019

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

Three seasoned advisors have banded together to establish Noble Wealth Advisors

10/15/2019

Boston Private Names Head of Strategic Business Development

Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.

10/13/2019

Combined Insurance Announces Two Senior Leadership Appointments

Goodwin leads Combined's individual and group underwriting team

10/11/2019

Income Research Appoints Chief Executive Officer

Bill O’Malley to serve as CEO of the $75 billion fixed income manager; he will be supported in the role by an Executive Chairperson, Co-CIO, and COO

10/11/2019

Bank of America Is Now Hiring in Blockchain, Not Just Filing Patents

A recently closed ad on LinkedIn also suggests the bank has plans to use Ripple’s distributed ledger-based payments network in some form.

10/11/2019

Citigroup names new global co-heads of equity capital markets

Appointments come as industry faces declining ECM fees

10/09/2019

Bank adds three executives to wealth management, financial services teams

Centennial Bank welcomes Roger Martin, Gessie Lipscomb and Carla Schoolfield to its Tampa office.

10/09/2019

BlueMountain co-founder Stephen Siderow to leave by year's end

The firm is also beginning the process of liquidating its Blue Mountain Credit Alternatives Master Fund, a multistrategy hedge fund with about $2.5 billion in assets under management as of Sept. 30.

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.”

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.

  • 1
  • 2
  • 3
  • …
  • 267
  • 268
  • 269
  • 270
  • 271
  • 272
  • 273
  • 274
  • 275
  • 276
  • 277
  • …
  • 686
  • 687
  • 688

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

05-11-2026

MCF buys Kentucky wealth manager Hoff Bujnoch & Associates

05-11-2026

IMA adds $400M wealth management team through CFS partnership

05-11-2026

Franklin Templeton Launches New Private Markets Models with Corastone

05-11-2026

AI can analyze data but it can’t replace trust, says MassMutual wealth chief

05-11-2026

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

05-11-2026

Amgen To Present At The Bank of America Merrill Lynch Global Healthcare Conference

05-11-2026

J.P. Morgan named among Barron’s top advisors and teams for 2026

05-14-2026

UBS Announces Two New Market Directors in San Francisco

05-15-2026

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

05-15-2026

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

05-15-2026

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

05-15-2026

Building Trust At Scale: How AI Can Make Financial Advice More Human

05-15-2026

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

05-15-2026

Coupa acquires intelligent document processing partner Rossum

05-15-2026

This is the most underrated retirement savings move, says RBC Wealth Management’s head of retirement solutions

05-15-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS