04/25/2023
UBS hires Barclays executives to beef up investment banking in U.S.
Hinton served as co-head of Americas M&A, while Anthony is a managing director in the consumer retail group.
People Moves
04/24/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/24/2023
Baton Rouge native brings extensive financial experience to new role at Raymond James
Andrews is a graduate of Louisiana State University with a bachelor of science in finance.
04/21/2023
Sanctuary Wealth Poaches Carson Counsel, Reprises CCO
Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.
04/21/2023
London & Capital names RM head for US family office
Clients will benefit from her experience assisting US expats as they navigate the complexities of cross-border financial management.
04/21/2023
Candriam Appoints New Chief Investment Officer and Global Head of Fixed Income
He will be based in Brussels, one of Candriam’s four investment centers.
04/21/2023
Chubb Appoints North America Business Development Leader
Camp will report to Rob Poliseno, Chief Operating Officer, North America Field Operations.
04/21/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/20/2023
FV Bank names Luz Mabel del Valle chief risk officer
Del Valle brings over twenty years of multi-faceted expertise in bank operations, risk analysis, and management.
04/20/2023
Sompo appoints head of North America Reinsurance
It has been a great pleasure working with Steve over the past decade.
04/20/2023
Everest Re’s Mulray becomes president of North America Insurance
Mulray most recently served as global chief operating officer for Everest Insurance.
04/19/2023
InvestCloud CEO John Wise steps down
The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.
04/19/2023
Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro
Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.
04/19/2023
Chestnut Advisory Group Expands Asset Manager Consulting Expertise
Ravi Venkataraman Joins as Managing Partner
04/18/2023
Lazard Welcomes Two Managing Directors in Restructuring & Capital Solutions
Sanjeev is based in New York and joins Lazard from FTI Consulting, where he most recently served as Head of Senior Lender Advisory.
04/18/2023
Bernstein Private Wealth Management appoints Head of Investment and Wealth Strategies
He will lead a national team of strategists across investments and wealth planning
04/18/2023
IQ-EQ appoints regional CEO, Americas
Matt previously led Greyline Partners LLC, a regulatory, compliance and governance consultancy that was acquired by IQ-EQ in November 2021.
04/18/2023
Former AssetCo head of distribution Gary Collins joins Door
Head of clients, global ex North America
04/18/2023
Changes within the Executive Management Team
He will remain as a member of the Executive Committee of TBC PLC.
04/18/2023
EdenTree names head of corporate responsibility and charity partnerships
The internal team, led by Leonora, have an important role in holding us accountable to the same high standards we expect from our investee companies