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.
People Moves
09/17/2018
Bronfman Rothschild Welcomes Advisor Glen Macdonald
Bronfman Rothschild today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm's New York office.
09/14/2018
UBS Veteran Defects to U.S. Giant
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.
09/14/2018
Envestnet gatekeeper departs for dividend growth boutique
He’ll report to the firm’s director of sales, Chuck Barrett, and speaking with due diligence teams, he'll be sitting on the opposite side of the table of the conversations he was used to having while at Envestnet.
09/14/2018
Gunster Adds Trusts And Estates Vet In Tampa Hiring Spree
New Gunster shareholder Brian Sparks, who was a shareholder and co-chair of the trusts and estates group at Hill Ward Henderson
09/14/2018
BRG Capital Advisors Expands LA Office with Technology Investment Banker
He will be responsible for the expansion of BRG Capital Advisors' M&A capabilities.
09/14/2018
GAM nabs UBS strategist for US offshore role
She’s based in New York and reports to Carlos Costales and Juan Ramon Caridad, the manager’s Madrid-based co-heads of Latin America and Iberia.
09/14/2018
Goldman Sachs' incoming boss is already shaking things up, names new management team
Incoming CEO David Solomon name Stephen Scherr as the bank's new chief financial officer.
09/14/2018
Liquidnet Appoints Cheryl Knopp as General Counsel
Knopp has served on the Investment Committee of the Liquidnet for Good Fund since 2006
09/14/2018
Allfunds Hires Sebastian Ochagavia As New Country Head Of Chile
Before joining Compass, Mr. Ochagavía was a Business Development Associate at BlackRock for SAxB region, where he covered Institutional Clients in Chile and Peru, based in Santiago.
09/14/2018
Allfunds appoints head of new Brazil office
Open architecture funds platform Allfunds Bank is to open a new Brazil headquarters in Sao Paolo, with the appointment of Jorge Sierra as the firm’s new Country Head.
09/13/2018
BNY Mellon Wealth Management Names Wealth Director in Florida
Prior to that role, Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale. I
09/13/2018
Zurich North America appoints chief underwriting officer
At present, he manages the North America commercial insurance casualty portfolio.
09/13/2018
Broadridge names new CEO and executive chairman
All moves will be effective 2 January 2019.
09/13/2018
Vanguard Broadens Senior Leadership Team With Addition of Chief Risk Officer
He then moved to Vanguard's Portfolio Review Department, which is primarily responsible for investment manager search and oversight, eventually leading the group for five years.
09/13/2018
Manulife taps new CEO, CIO for global asset management business
I'm confident they will continue to create significant value for our organization
09/13/2018
Wealth advisory firm names Chief Legal Officer
Wayne Zell will also remain of counsel at law firm Odin, Feldman & Pittleman.
09/12/2018
BNY Mellon Wealth Management Names Wealth Director in Denver
Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.
09/12/2018
Rockefeller-Backed Firm Lands First Team from HighTower
The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
09/12/2018
Natixis appoints Chief Economist for Latin America
Berber has 18 years of financial services experience and joins Natixis from Nomura Securities