05/30/2018
CIO Scott Evans to Leave NYC Pensions at Fiscal Year-End
Evans is the third CIO to resign from a NY pension this month.
People Moves
05/30/2018
Celent appoints new CEO
To Oversee Next Phase in Celent’s Digital Services Platform
05/30/2018
Wells Fargo AM expands multi-asset team
Cheng’s focus is on managing absolute return and alternative risk premia strategies.
05/29/2018
Rockefeller Capital Management boosts board
In addition to Rockefeller Capital Management, Jung serves on the boards of Apple and Unilever. She was previously a director of General Electric and a supervisory board member of Daimler AG.
05/29/2018
Wells Fargo Loses Reps to Kestra
Kraus began his career in the industry at Morgan Stanley but switched to Wells Fargo in 2009, according to his BrokerCheck profile.
05/28/2018
EP Wealth Advisors adds 2 to executive leadership team
“Chad and Ryan will lead the charge on creating smoother transitions for acquisition partners and work toward our goal of fostering a strong team of highly specialized advisers.”
05/24/2018
BlackRock taps Citi exec to lead digital wealth unit
He will join the asset management giant from Citi
05/23/2018
Franklin Templeton hires BlackRock offshore sales VP for ETF push
The firm didn’t reply to a Citywire Americas request for comment.
05/23/2018
Stacey Cunningham is first female president of New York Stock Exchange
It is significantly larger than the London Stock Exchange which handles about $8 billion daily trades for companies worth $3.6 trillion.
05/23/2018
EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development
Chad joins EP Wealth from Deloitte & Touche LLP, where he was a Manager in the Mergers and Acquisitions Advisory division.
05/23/2018
$12bn Boston shop hires investment research veteran from Stifel
Olsen joins Fiduciary Trust from Stifel Nicolaus, where he was Global Head of Investment Strategy for the firm’s wealth management unit and CIO of its Delaware Trust Company.
05/23/2018
Foresight Wealth Management Expands Team
Chris Light will focus on providing private wealth management services to individuals and businesses.
05/23/2018
Santander PB Chile investment head exits
At Santander, Catalán managed over $500 million in discretionary portfolios for the private bank and provided investment recommendations on more than $4 billion in client assets.
05/23/2018
Bradesco hires veteran PM for head of equities role
Bradesco said it has appointed Nantes de Souza head of equity management, equity research and corporate credit research.
05/23/2018
Sura appoints alts head for its $18bn Peru AFP
he joins the team led by chief investment officer Roberto Melzi that as of April 2018 ran $18.9 billion out of the country’s $48.2 billion total AFP assets.
05/22/2018
Pictet reshuffles LatAm WM leadership
In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.
05/22/2018
Digital Wealth Management Firm Personal Capital Names First GC
"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.
05/22/2018
Bainco Welcomes New Partners
“Their steadfast commitment to our clients, employees, and the entire Bainco community have earned them this distinguished recognition.”
05/21/2018
Raymond James Expands Asian Coverage with Multiple Appointments
Dennis Zhang, CFA, has been hired as a Managing Director responsible for Asian coverage and will be based in San Francisco.
05/21/2018
Liberty Wealth Management expands team
"Im excited for this new challenge and to continue serving the great people of this community," Schneider said.