08/04/2017
Thomson Reuters Adds Three New Wealth Management Firms to its Platform
The addition of FolioDynamix, Helix and Vestmark will help expand the group's wealth management capabilities.
People Moves
08/04/2017
Nancy Skeans Becomes Second Schneider Downs CEO
Skeans, who has been with Schneider Downs since 2003, is a partner in the firm.
08/04/2017
Sura WM director exits for LarrainVial AM
The firm passed on his responsibilities to Pablo Urzúa, an assistant wealth management director, a spokesperson for the firm said.
08/03/2017
Andersen Tax appoints Seattle MD
The latest figures build on the positive results of 2016 when there were 83 company migrations to Guernsey and only 26 migrations out – signifying a net growth of 57 company migrations.
08/03/2017
Joseph Lowery named Market Executive for Merrill Lynch’s Pacific Islands Market
Joe received his bachelor’s degree in journalism from the University of Texas, Austin.
08/03/2017
Baird appoints new MD for global debt advisory team
She also held other investment banking roles at Lehman Brothers
08/03/2017
Northleaf Capital Partners Grows its Team with the Addition of Kathleen Ffrench as Vice President, Sales, and Opens Montreal Office
She holds a Bachelor of Arts (Honours in Economics) with distinction from Concordia University.
08/02/2017
HSBC Private Banking Adds Key Talent to Americas Investment Office
His experience covers banking, portfolio management, and investment services with a particular focus on fixed income investing strategies.
08/02/2017
Citi Private Bank Continues Expansion of Metro New York Team
Names Rob Laughlin Regional Market Manager and James Rudolph Joins as Private Banker
08/02/2017
Michael A. Tamasco Named President of Steadfast Alcentra Global Credit Fund
Financial services industry veteran to lead closed-end fund that intends to provide credit to middle-market companies throughout the United States and parts of Western Europe
08/02/2017
BNY Mellon Wealth Management Names MD of Business Development in Boston
Seasoned sales professional to lead efforts in deepening firm’s presence in the region
08/02/2017
BBVA Compass appoints Süzer and Ortiz to Management Committee roles
The two are filling roles that are critical to achieving the bank's strategic priorities.
08/02/2017
Hall of Fame Technology Analyst Joins Perella Weinberg
The former Goldman Sachs Partner and All-America Research Team frequent flyer has joined the firm to expand its technology practice.
08/02/2017
Oppenheimer Adds Two Branch Managers in Important Regions
Additional responsibilities include growing Oppenheimer's presence in the Southern California and New Jersey regions and continuing to provide exceptional service to the Firm's clients.
08/02/2017
RMB Capital Promotes Andrew Baker to Partner
He was named vice president in 2014 and became portfolio manager for RMB’s multi-strategy alternative portfolios in 2015.
08/02/2017
Loeb & Loeb Snags Six-Lawyer Sidley Trusts and Estates Team
“They are fantastic additions to the firm who will enable us to expand our private client practice in a very important market for us.”
08/01/2017
Vannin Capital launches an office in New York City
Vannin’s proven assets and ability to meet its funding commitments was demonstrated in 2016
08/01/2017
LPL Lost Almost 100 FAs in Q2
And the firm could gain thousands of brokers very soon through an acquisition.
07/31/2017
PNC names new leader of Chicago wealth management unit
As Chicago continues to be a focus market for PNC's wealth management business, we are excited to bring Patrick on board, and we know the bank will benefit from his broad experience, business connections civic network in the marketplace.
07/31/2017
Former MB Financial SVP joins Gibraltar Business Capital Team
With more than 25 years of experience in the commercial credit arena, Stan Scott will be managing a robust asset-based lending portfolio.