09/25/2018
$1.4B Goldman Advisor Starts Firm With Dynasty
Gary Hirschberg, 39, now leads Chicago-based Aaron Wealth Advisors.
People Moves
09/21/2018
Baird Add Brokers from Morgan Stanley, Wells Fargo
The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.
09/21/2018
Bank of America’s investment banking boss to depart
Christian Meissner steps down in wake of loss of market share in M&A
09/21/2018
Technology investment bank Qatalyst hires Zweig from JPMorgan
At JPMorgan, Zweig was focused on executing mergers and acquisitions in the technology sector.
09/21/2018
Goldman Names Dees Co-Head of Investment Banking
Goldman Sachs promoted Dan Dees to co-head of its investment-banking division alongside Gregg Lemkau and Marc Nachmann, the latest in a series of management changes for incoming CEO David Solomon.
09/21/2018
Prudential Appoints New CFO
Ken Tanji takes over as executive vice president and CFO of Prudential Financial, replacing Robert Falzon.
09/21/2018
EJF Capital LLC Hires Asheel Shah as Senior Managing Director & Head of Real Estate
In his position, Mr. Shah will direct all commercial real estate investment activities including ground up development.
09/20/2018
Tencent’s investment director departs for US hedge fund
Jonathan Lai’s move comes as Chinese tech group grapples with gaming crackdown
09/20/2018
RBC Nabs $500M Commonwealth Financial Team
This month, the firm recruited several advisors from the wirehouse who collectively oversaw around $640 million, and in July, RBC poached a team of Merrill Lynch advisors managing $465 million.
09/20/2018
AXA XL Names New Regional Broker & Client Management Leader in Canada
Jonathan's impressive experience in the insurance industry is a great asset to our objectives
09/19/2018
J.P. Morgan Hires Away Lifetime UBS Manager in San Francisco
McCashin replaces Robert Spawn, who left as J.P. Morgan’s West Coast regional director in April after a little more than two years with the firm
09/19/2018
Janus Henderson boosts US offshore sales team with ex-MFS hire
He will report to Ignacio de la Maza, head of continental Europe wholesale and Latin America at Janus Henderson, and boost the firm’s nine-strong team focusing on Iberia, US offshore and Latin America.
09/19/2018
Cypress Wealth Services adds experienced adviser
I am excited to join Cypress
09/19/2018
AXA Equitable Life appoints Chief Risk Officer
Sarfatti has more than 15 years of experience working in financial services, life insurance, asset management and retail banking.
09/19/2018
Midwest Law Firms Make Lateral Moves in LA
Barnes & Thornburg and Lathrop Gage have raided a pair of local firms to expand in the City of Angels.
09/18/2018
Goldman Sachs MDs keep departing for hedge funds
Cleland-James has joined Millennium Management in London where he will look after business development
09/18/2018
Citigroup appoints three software investment bankers
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.
09/18/2018
Chubb Appoints Jeremiah Konz Executive Vice President, Reinsurance Officer, Overseas General Insurance
Mr. Konz will succeed Neil Bennett, who will retire at the end of 2018. Over his 40 years in the insurance industry, including 20 years at Chubb, Mr. Bennett has worked in a variety of underwriting and claims roles, primarily in London and Bermuda.
09/18/2018
Union Bank Appoints Head of Digital Banking
She will work closely with the bank's technology team to deliver interactive digital experiences for both existing and prospective clients across all client touchpoints, including online and mobile applications.
09/18/2018
Wealth management firm to create 12 jobs with office move
Rhodes Wealth Management was established in 2007 by Adam Rhodes in his parents’ garden shed, now helps more than 1,000 households and businesses across Derby and Derbyshire.