09/20/2017
Zurich announces leadership change in North American business
The change will take effect on January 1, 2018.
People Moves
09/19/2017
Alcentra names new co-chief investment officer
Which specializes in corporate debt.
09/19/2017
Raymond James Nabs $240M FBT Investments Team
Alsfeld says he brought his team over to Raymond James because he “really wanted to liberate” himself from executive management duties so that he could spend more time with clients and to expand the firm’s offerings.
09/19/2017
BNY Mellon Wealth Management Names Juan Alejandro Ramos as Senior Wealth Director in Greenwich, CT Office
Seasoned industry veteran to join the firm’s expanding Southern Connecticut presence
09/19/2017
55 INSTITUTIONAL APPOINTS PAUL GAMBLE AS CEOIndustry Veteran Will Lead Firm’s Expanded Offerings, Partnerships and Client Solutions
He will help accelerate the distribution of our offerings through new and existing partnerships and oversee the growth of 55 in a fast-growing marketplace.
09/19/2017
1832 Asset Management L.P. Welcomes Portfolio Manager William McLeod and Announces Other Team Changes
He has over 13 years of investment industry experience and was recently portfolio manager and Head of Canadian Equities for over $3 billion in client assets at a large global banking institution.
09/19/2017
Dynasty Financial Partners Expands its Leadership Team: Hires Jason Emerson as Chief Financial Officer
Dynasty Capital Strategies has Significant Growth with Both Loans to Advisory Firms and Revenue Participation Notes
09/19/2017
Rombouts to co-head Goldman EMEA corporate derivatives
Several members of the FX team in securities will also join the financing group.
09/19/2017
Boston Private Appoints Jeffrey Dickinson Team Leader for Specialty Lending
He will report to Gisela LoPiano, Boston Private’s East Coast Market Leader for the Commercial Banking Group.
09/19/2017
King & Spalding Lands Former Top Bank Lawyer in NY
In his more than a decade at the helm of Deutsche Bank.
09/19/2017
Credit Suisse names Steffa as head of securitized products trading
Securitized products remains a key area within Credit Suisse’s markets business, even as the bank has scaled back in other parts of trading.
09/19/2017
Gluskin Sheff names new CEO
The board of directors expressed its gratitude to MacMillan for his stewardship of the company for the past year.
09/18/2017
Merrill Lynch, Morgan Stanley and UBS Lose Reps
Two UBS Private Wealth Management reps have jumped ship to First Republic, according to a press release from First Republic.
09/18/2017
bfinance strengthens Canadian team
The hire also marks the introduction of bfinance’s presence in Toronto.
09/18/2017
Revelstoke Capital Partners Announces the Addition of a New Partner
Russ Cassella joins Revelstoke as partner
09/18/2017
Executive search firms merge
Prior to this deal, BraddockMatthews had about nine employees, while Grace Point had six.
09/18/2017
BNY Mellon hires regional president from Merrill Lynch
He started his career at Merrill Lynch in 1986.
09/18/2017
Deutsche Bank's Ex-Latam CEO Brings Penchas to New Brazil Firm
We plan to work as a multi-family office and to provide our clients an independent advisory from experienced executives.
09/18/2017
Macquarie strengthens European research team
He joins from Deutsche Bank, where he held a similar role.
09/18/2017
Baird Adds Marchal to Chicago Wealth Management Office
Marchal brings nearly 25 years of industry experience to Baird.