08/04/2023
Wealth adviser joins Grinnell Wealth Management
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
People Moves
08/04/2023
Stifel adds new flagship offices and $673M AUM with three advisory teams
The firm's new additions boost its total assets under management to more than $6.5B.
08/04/2023
Gregg Marano | Merrill Lynch Wealth Management
He was named to the Forbes “Best-in-State Wealth Advisors” list in 2019 and 2023.
08/04/2023
WTW names practice leader, personal lines for Canada
She takes on the new role with over 20 years of experience
08/04/2023
Barclays names financial services investment banking co-heads
The appointments represent the latest shake-up in Barclays' investment banking business after Chief Executive C.S. Venkatakrishnan installed Cathal Deasy and Taylor Wright as the division's co-heads in January.
08/03/2023
Morgan Stanley Lures Back $2.4-Mln Merrill Duo in IL, Draws Solo Practitioner in AR
The duo reports to Naperville branch manager Jill Zahara, a 23-year Morgan Stanley lifer, and are joined by two support staff, according to their firm website.
08/03/2023
EF Hutton Announces Appointment of Head of SPACs
Mr. Verma has been in the Investment Banking industry for over 14 years
08/02/2023
Goldman Sachs' head of partner family office Opoku to leave
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
08/02/2023
Aspen promotes Brough to head US distribution
She will continue to oversee Aspen’s global marketing and brand strategy and report to Jonny Atkinson, group chief business development officer.
08/02/2023
Dentons welcomes Sarah Myers Raben
As a former trial attorney for the IRS Office of Chief Counsel, Raben has experience handling negotiations with opposing counsel and complex tax litigation.
08/02/2023
Primary Ventures hires Emily Man to be first fintech-focused partner
Primary Ventures, known for its investments in Alloy, Orum and Pinwheel, has hired its first fintech-focused partner, Emily Man.
08/02/2023
Franklin Templeton appoints head of Swiss sales
He will be responsible for sales to banks and institutional investors
08/02/2023
Neal Rubin joins Wealth Enhancement Group to Establish Las Vegas Office and Expand Off-Shore Capabilities
Mr. Rubin has held positions advising clients at multiple companies, has deep financial planning experience, and specializes in managing investments for offshore asset protection trusts.
08/01/2023
UBS recruits Bci exec for Miami int’l unit, adds Julius Baer advisor in Uruguay
The firm has added a $150m Miami-based advisor and nabbed a wealth manager from one of its Swiss rivals in Montevideo, Uruguay.
07/31/2023
Goldman Sachs Asset and Wealth Management CIO to exit
Julian Salisbury to leave after 25 years with the firm
07/31/2023
Scotiabank hires RBC exec as group head for global wealth management business
Jacqui Allard will become group head as Glen Gowland takes vice-chair role in 2024
07/31/2023
Canada Life AM adds to distribution team
Paul Pugh joins as head of strategic alliances
07/31/2023
Morgan Stanley hires managing director from Credit Suisse
Morgan Stanley has appointed Gillian Sheldon to oversee its British investment bank.
07/31/2023
Kingswood Investments US appoints senior duo
Senior members have successfully headed private equity firms, and the group’s professionals have an average of 20 years of experience in investment banking.
07/28/2023
Scotiabank names new vice chair and global wealth management head
Move will contribute further to the bank's success, Scotiabank chief says