11/01/2018
Rockefeller Capital Management appoints Wealth Management COO
In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management
People Moves
11/01/2018
Vanguard’s Bill McNabb to step down as chair
Current chief executive Tim Buckley will take over in this role at the low-cost US asset manager at the end of the year
10/31/2018
Zurich-based private bank to open Mexico office following regional closures
The bank has also withdrawn from Venezuela, following a former Julius Baer banker’s conviction for money laundering.
10/30/2018
Julius Baer Hires HSBC Banker for Mexico
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
Two Wealth Managers Join First Republic in Century City
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Global law firm Names 24 New Partners
Nearly Half of New Partners are Women, Minorities or Both Six New Counsel Also Named
10/29/2018
CIT Names Chief Technology Officer
Supports focus on simplification efforts and enhancing digital experience
10/26/2018
SEI Investments chooses head of US asset management distribution
Appointment Underscores Company's Commitment to Growth and Client Success
10/26/2018
CalSTRS Names New Corporate Governance Chief
Kirsty Jenkinson will join the $229 billion system in January.
10/25/2018
Andersen Tax Expands in Metro D.C.
“The team’s overall emphasis on tax and strategic planning and implementation of carefully planned business decisions make them an ideal addition to our firm.”
10/25/2018
Chubb appoints head of Global Accident & Health business
The appointment is effective immediately.
10/25/2018
Chubb Names Division President of ESIS
Mr. Higdon holds two bachelor of science degrees in the social sciences from Northern Illinois University
10/25/2018
More Morgan Stanley and Wells Fargo FAs Flock to This Rival
The pair previously oversaw $136 million at Wells Fargo Advisors, Raymond James says. They’re joined by registered client service associate Anne Gotingco, according to the press release.
10/24/2018
Northern Trust Wealth Management appoints Chief Operating Officer
Will Serve as COO of Trust & Advisory Practice
10/24/2018
Former Uber Executive Hired By Hedge-Fund Firm
Emil Michael had served as Uber’s chief business officer, but left following a workplace-culture probe
10/24/2018
Nordea hires former LarrainVial fund selector for Chile office
He'll be based at the firm's recently-opened office in Santiago, which was set up to serve as a hub for the region.
10/24/2018
Virginia banker elected chairman of American Bankers Association
Szyperski is a past chairman of the Virginia Bankers Association and currently serves on VBA’s board and chairs the VBA Education Foundation.
10/24/2018
Nordea hires former LarrainVial fund selector for Chile office
Nordea operates as a multi-boutique asset manager and, as well as its own funds, distributes products from external firms under its own label.
10/23/2018
Oppenheimer Wealth Boss to Pass the Baton
Harrington, who currently runs sales and marketing for the asset-management unit, has been with Oppenheimer for 25 years, the company said.
10/23/2018
Union Bank Expands San Diego Wealth Management Team
"With our expert wealth team and specialized products and services, Union Bank has built a solid reputation for serving the complex needs of individuals, families and businesses," said Sherline.