10/24/2023
Brookfield appoints vice chair and head of financial infrastructure
Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.
People Moves
10/24/2023
Savvy Advisors Recruits Michael Most as Principal Wealth Manager Amid Period of Strong Growth
Former LPL Financial advisor brings over two decades of experience to fast-growing, modern RIA
10/24/2023
Courier Capital, LLC Promotes James E. Iglewski to President, Thomas J. Hanlon to Executive Vice President of Wealth Management and Co-Chief Investment Officer
Mr. Hanlon joined the firm in 2005.
10/23/2023
Insigneo Welcomes Verónica López-López as Managing Director
Verónica López-López brings a wealth of experience and a distinguished career to her new role as a Managing Director at Insigneo.
10/19/2023
Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA
In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
10/19/2023
Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California
They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.
10/18/2023
Vontobel's New Man in Miami
The appointment of Cuenca explicitly expands the offering to a Latin American clientele.
10/18/2023
Family Office Practice Expert Joins Pathstone
Mr. Coutré brings more than fifteen years of expertise to innovate Pathstone's efforts to increase clients' family function and fulfillment
10/18/2023
TwinFocus Appoints Former BNY Mellon CIO David Daglio as Chief Investment Officer and Global Investment Strategist
Daglio brings more than two decades of experience in investment research, risk management, asset allocation and client engagement leadership positions to the firm.
10/17/2023
UBS Welcomes Credit Suisse Executives in Latin America
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
10/16/2023
RBC Wealth adds $450M wirehouse team in Philadelphia
Four advisors and two client associates have made the move.
10/16/2023
ASK Group Enters Hedge Fund Sector, Hires Executive from Avendus Capital
The group aims to capitalize on diverse investment opportunities in order to compound its investors’ long-term portfolio returns.
10/13/2023
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/13/2023
Allworth Financial names new CEO
John Bunch’s resume includes stints at Edelman Financial Engines, The Mutual Fund Store, TD Ameritrade and Charles Schwab.
10/12/2023
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
Cboe Global Markets Announces New Leadership Appointments To Support Continued Global Growth
Cathy successfully led the global expansion of Cboe's Data and Access Solutions business.
10/12/2023
Financial Advisors Jared West and Sandy Brown are 50th Team to Join Linsco by LPL Financial
With the move, they become the 50th recruited team to join LPL’s highly attractive Linsco platform
10/11/2023
Paul, Weiss Adds Brad Brown, Former GC of Leading Investment Management Firm
Brad’s arrival comes at a time of immense growth
10/11/2023
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office