• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

04/29/2016

Cambridge Associates Appoints David Druley Chairman and CEO

Based on his visionary leadership of our pension practice, and more recently our Global Investing Group, I am certain he will lead the firm with a continued, unwavering commitment to our clients and the firm.

04/29/2016

SunTrust hires private wealth team from national bank

As a result of our conversation, I thought that we as a team should sit down with SunTrust and discuss some of the details.

04/29/2016

U.S. Bank names new leader for HNW unit in San Diego

He succeeds John Zygowicz, who retired in late 2015, the Minneapolis-based bank announced this week.

04/28/2016

Morgan Stanley's Chief Admin Officer For Wealth Unit Retires -Memo

Morgan Stanley's chief administrative officer for its wealth management division, Lisa Golia, has retired.

04/28/2016

Bank of America promotes Merrill Lynch executive to lead San Antonio market

The new San Antonio market president for Bank of America has experience leading more than 160 financial advisers across nine offices in Texas and Arizona who collectively managed about $19 billion in client assets during his tenure at Merrill Lynch

04/28/2016

W. R. Berkley Corporation Appoints Three Senior Executives to High Net Worth Personal Lines Business

Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates in two segments of the property casualty business: Insurance and Reinsurance.

04/27/2016

Wilmington Trust Hires Scott Linden as Managing Director for Collateral Management

Linden will oversee Collateral Management as part of Institutional Custody business

04/27/2016

Credit Suisse takes Mallgrave from Goldman

He will help Credit Suisse grow its flow trading platform

04/27/2016

Merrill Lynch names new leader of Boston market

Bettencourt took over as market executive for the Boston financial market this month

04/26/2016

OppenheimerFunds Hires Sharon French As Beta Solutions Head

Asset manager OppenheimerFunds Inc has hired Sharon French from Bank of New York Mellon Corp to head of its smart beta business.

04/26/2016

Franklin Templeton Appoints U.S. Retail Distribution President

Investment management firm Franklin Resources Inc, which operates as Franklin Templeton Investments, said it appointed Dan O'Lear as president of Franklin Templeton Distributors.

04/26/2016

Integrated Asset Management Announces Appointment of David Pappin as Chief Operating Officer of IAM Real Estate Group

Rick Zagrodny, President of the IAM Real Estate Group, said "David is an experienced real estate professional and was most recently Vice President, Investments at Fiera Properties where he was responsible for acquisitions and was a key contributor to

04/26/2016

Cit Group Names John Erickson President of Consumer Banking

Erickson, 54, will be based in Pasadena, California, and report to Chief Executive Officer Ellen Alemany, New York-based CIT said Monday in a statement.

04/26/2016

Raymond James' Alex. Brown Adds Retired Exec

The 35-year industry veteran will focus on client and advisor r

04/26/2016

TIAA Global Asset Management Announces Unified and Expanded DCIO Team

Erin Donnelly to Lead DCIO Business and Expanded Focus on Helping Advisors, Consultants, and Plan Sponsors Build Successful Retirement Plans

04/26/2016

JLT Specialty USA Appoints Michael Musial as Senior Vice President

He specializes in transactional risk solutions and helping JLT clients to identify, assess and mitigate risk to provide greater opportunity for growth.

04/25/2016

The Boardroom: Federal Reserve Bank of Philadelphia names director

The Federal Reserve Bank of Philadelphia helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.

04/25/2016

Bny Mellon to Provide Winterflood Securities With US and Canadian Clearing and Custody

Bny Mellon is able to provide us with a solution tailored to our specific trading requirements that allows us to deliver timely, high quality services to our clients."

04/25/2016

Dan Ward Agrees to Join Evercore as Senior Managing Director in the Energy Corporate Advisory Practice in New York

Mr. Ward has a BSc, magna cum laude in Economics, from Villanova University and an MBA from Columbia Business School.

04/24/2016

TIAA Adds Martha Willis To Promote 861 Billion Money Manager

TIAA, which is known for selling insurance and financial products to teachers, has been seeking to expand its role as a third-party money manager after rebranding this year.

  • 1
  • 2
  • 3
  • …
  • 455
  • 456
  • 457
  • 458
  • 459
  • 460
  • 461
  • 462
  • 463
  • 464
  • 465
  • …
  • 693
  • 694
  • 695

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia and the Carolinas

07-15-2026

J.P. Morgan Payments contributions to firm-wide Q2 2026 earnings

07-15-2026

Aztec Group appoints Melissa Ferraz as Chief Commercial Officer

07-15-2026

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

07-15-2026

Citigroup Second Quarter 2026 Results and Key Metrics

07-15-2026

Prediction market Kalshi hires risk chief Udesh Jha from CME Group

07-15-2026

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B

07-15-2026

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

07-17-2026

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

07-21-2026

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

07-21-2026

Michael Zalkind,founder of Zalkind Wealth Management, joins Raymond James as Managing Director.

07-21-2026

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

07-21-2026

Chubb Tempest Re announces leadership changes

07-21-2026

Nubank strengthens its Brazil operation with a new banking license

07-21-2026

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

07-21-2026

MUFG Appoints Strappa as Head of Global Transaction Banking for the Americas

07-21-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS