09/22/2023
UBS hires five-person advisor team in Greenwich, CT
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
People Moves
09/22/2023
Boost announces new captive executive
He was senior principal actuary at Symantec’s Cyber Insurance Group from January 2016 to December 2017, again in the San Francisco Bay Area.
09/22/2023
BBH Private Banking Announces New Head of Family Solutions Team
Prior to joining BBH in 2023, she was a Managing Director of Client Service at Geller Advisors and a Partner at Deloitte Tax.
09/22/2023
Arta Finance Hires Tomas Arlia to Expand Alternative Investment Offerings
With over 25 years of experience in investment markets Arlia will guide member investments in alternative assets
09/21/2023
BlackRock Miami offshore wealth sales head joins Compass in senior role
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Melissa Shilliday joins J.P. Morgan Private Bank
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.
09/21/2023
Canopius enters surplus lines segment in the US
DiBattista commented: “It’s an honour and a privilege to be part of the Canopius organisation."
09/21/2023
Rothschild & Co hires Andrew Yearley as Global Co-Head of Restructuring
Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.
09/21/2023
Rick Tatum Joins American Bank's San Antonio Team
The majority of Tatum’s career has been spent serving clients throughout the San Antonio area.
09/21/2023
BancTrust Investment Bank hires senior adviser to the CEO
Martin W. Schubert, the founder and chairman of European InterAmerican Finance Corp., has been named senior adviser to the chief executive of BancTrust, Carlos Fuenmayor.
09/21/2023
U.S. Bank Names Kai Sakstrup Chief Product Officer for Wealth, Corporate, Commercial and Institutional Banking
He also will be responsible for creating the strategy and roadmap for a wide variety of WCIB products and the infrastructure needed to support them.
09/20/2023
JTC Adds Ed Smith, Ph.D. As US Director Of Sustainability Services
JTC is doing truly innovative work in the impact space
09/20/2023
Bryn Mawr Trust Appoints Jamie Hopkins as Director of Private Wealth Management
Prior to joining Bryn Mawr Trust, Hopkins served as Managing Partner at Carson Group.
09/20/2023
Natixis Corporate & Investment Banking announces significant reinforcement of its Global Markets Latin America Sales Team
The LatAm Sales team will focus on strengthening and enhancing client activity overall under the global Emerging Markets platform.
09/20/2023
Wells Fargo Names Citi Veteran Clayton Hale as Co-Head of ECM
Before that, he was Citigroup’s co-head of equity capital markets, Americas
09/20/2023
Carson Group’s Jamie Hopkins joining Bryn Mawr Trust
Before joining Carson, he was professor
09/19/2023
HSBC hires US head of wealth and personal banking
Racquel Oden has been named head of wealth and personal banking at HSBC USA.
09/19/2023
Cboe CEO Tilly resigns over personal relationships with colleagues
Shares in the exchange operator were trading about 1% lower in Tuesday's premarket.
09/18/2023
Broadridge Appoints Vice Chairman of Global Technology and Operations Business
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
Goldman names head of wealth investment solutions for asset management
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.