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.
People Moves
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.
09/18/2023
Former Richardson Wealth co-founder takes new role at US firm
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/18/2023
CalPERS Chief Investment Officer Nicole Musicco Will Step Down at the End of September
Musicco said the decision to leave CalPERS will allow her to attend to the immediate needs of family in her native home of Toronto, Canada.
09/15/2023
Goldman Sachs’ Adam Siegler to Lead Firmwide RIA Strategy
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
AXA XL fills new global cyber role
Benet said: “Cybersecurity continues to be a top risk management concern for clients across AXA.
09/15/2023
AXIS taps The Hartford for distribution head
“As we pursue our ambition at AXIS of achieving specialty leadership, a top priority is to even further deepen and grow our retail broker relationships in the US, Canada, and Bermuda markets,” said Ashby.
09/14/2023
JP Morgan AM’s Clare Hart to retire
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
09/14/2023
Northern Trust Appoints Senior Managing Director of Wealth Advisory Team and Ultra High Net Worth Practice Lead for East Region
In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region
09/14/2023
Abrdn hires new head of institutional and global solutions from US giant
The Edinburgh-based asset manager appoints Tom Frost to lead its solutions teams.
09/14/2023
Brings deep experience across public and private sectors
He was most recently a managing director for cybersecurity at FTI Consulting, providing strategic counsel and crisis response communications for corporate clients.