09/10/2025
Chris Prudhomme, J.P. Morgan Private Bank
He joins from New York Life.
09/10/2025
He joins from New York Life.
09/09/2025
During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.
09/09/2025
Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.
09/09/2025
Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.
09/09/2025
Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.
09/09/2025
Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth
09/08/2025
The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited
09/08/2025
Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing
09/08/2025
Jefferies doesn't have much of a fixed income trading presence in Switzerland and Georgis is expected to build a team there.
09/05/2025
Appointment Follows Nift’s Recent Launch with Klarna as More Fintech Companies Partner with Brands to Create Ad Inventory That’s Integrated into the Customer Experience
09/05/2025
The appointment was disclosed in a Form 6-K filed with the U.S. Securities and Exchange Commission.
09/05/2025
Before JPMorgan and Millennium, he did sojourns at Bank of America Merrill Lynch, Deutsche Bank and Jefferies.
09/04/2025
He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.
09/04/2025
Appointments reflect FNZ’s growing momentum in North America and the continued global expansion of FNZ Markets.
09/04/2025
Paul Maley, Deutsche Bank's head of Corporate Bank Americas, will serve as interim regional head until McGeough arrives in early 2026.
09/04/2025
Bary Dedge, President of Signature Wealth Group, said: "The success of Ashley, David, Thomas, and Deb is built on their unwavering commitment to their clients."
09/04/2025
Vincent Van Gerven has more than 13 years of experience advising strategic and sponsor-backed companies
09/03/2025
Industry Veteran Will Spearhead the Development of Hightower’s First Centralized Investment Management Platform
09/03/2025
He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.
09/03/2025
Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation