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People Moves

02/11/2018

Goldman Sachs Names Its First Female CEO for Brazil Business

Bastos will report to Gonzalo Garcia and Ram Sundaram, co-heads of Latin America, according to the memo.

02/11/2018

Financial Editor of The Wall Street Journal to join Lazard

Based in New York, Mr. Berman will join Lazard’s growing Shareholder Advisory practice

02/11/2018

Ladenburg Names Industry Veteran as SVP Of Advisory Services & Solutions

Industry Leader to Spearhead Enterprise Strategies to Enhance Advisory Platforms, Expand Fee-Based Advisory Work and Advance Ladenburg’s Position in RIA Channel

02/11/2018

Securities America Adds Two Advisor Groups and $3.5 Billion Assets

Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.

02/06/2018

HSBC Mexico hires Invex fund selector

HSBC has strengthened its Mexican asset manager with the hire of a local fund selector.

02/06/2018

Northleaf hires Vision Capital’s Matt Shafer to lead NYC office

Canadian private-markets investor Northleaf Capital Partners has hired Matt Shafer as a managing director on the firm’s private equity team.

02/06/2018

Alvina Lo Joins Wilmington Trust as Chief Wealth Strategist

"She has a great understanding of the unique challenges and strategic opportunities that high-net-worth clients face and a proven track record of delivering excellence."

02/05/2018

HSBC’s embattled markets business hired a new head of compliance from Cantor

This is the second setback for HSBC in the past six months.

02/05/2018

Chubb Names Michael Smith Chief Claims Officer

Frank Lattal, Senior Vice President, Chubb Group, to Manage the Company's Largest, Most Complex Claims

02/05/2018

BTIG Names Matthew Partain Head of Prime Brokerage Sales

BTIG offers solutions for hedge funds, family offices and separately managed accounts

02/05/2018

Vancity Community Investment Bank announces Jay-Ann Gilfoy as new CEO

Jay-Ann replaces VCIB acting CEO Lisa Coltart, who will be returning full-time to her role as senior vice-president of enterprise services at Vancity.

02/05/2018

Stone Investment Group Limited Announces Management Change

In the near term, the President’s responsibilities will be assumed by Founder and Chief Executive Officer, Richard Stone.

02/02/2018

Och Ziff energy equity MD leaves for fund

Pattyn had been at Och-Ziff for nearly 11 years and was formerly an analyst at Morgan Stanley.

02/02/2018

Peter Brundage Joins Evercore as Senior Managing Director in its Advisory Practice and will Establish Dallas Office

Mr. Brundage has a BA from the University of Virginia and an MBA from The Tuck School at Dartmouth College.

02/02/2018

Lazard Asset Management Hires International Equity Value Team

Expands International Equity Platform with New Unconstrained, Concentrated Value Strategies

02/01/2018

Wells Fargo AM appoints Global Head of Research, Multi-Asset Solutions Team

Before joining the investment industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.

01/31/2018

Former CEO of Credit Suisse Americas takes reigns at Och-Ziff

The company’s share price climbed 5.22 percent to $2.42 late Tuesday afternoon.

01/31/2018

Temenos names Emily Steele president for North America

A seasoned executive in the North American market, Steele previously served as Temenos’ Chief Operating Officer (COO) in the region.

01/31/2018

Franklin Templeton taps CIO of emerging markets equity

Mr. Sekhon will oversee investment of $45 billion in emerging markets equity assets

01/31/2018

KeyCorp Names Clark Khayat Executive Vice President and Chief Strategy Officer

In this role, Khayat will be responsible for corporate strategy, mergers and acquisitions, and strategic investments.

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