09/18/2023
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
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/18/2023
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
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
Benet said: “Cybersecurity continues to be a top risk management concern for clients across AXA.
09/15/2023
“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
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
09/14/2023
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
The Edinburgh-based asset manager appoints Tom Frost to lead its solutions teams.
09/14/2023
He was most recently a managing director for cybersecurity at FTI Consulting, providing strategic counsel and crisis response communications for corporate clients.
09/13/2023
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.
09/13/2023
We are thrilled to welcome Apundeep and Denise to the North America reinsurance leadership team
09/13/2023
Barclays appoints Sterling Auty as Vice Chairman focused on the Software sector in the Technology Investment Banking Group
09/13/2023
Gunster will head Fidelis Capital's fixed-income strategies department.
09/13/2023
Fraser is joined in the Toronto hub by a team of four fellow specialists all of whom are vice presidents and underwriters for their respective lines
09/12/2023
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.
09/12/2023
President Thomas Carroll will take over the role from Andy Berg on Jan. 1.
09/12/2023
Additionally, the Sacramento office is delighted to add one of TSG’s dynamic Managing Directors, Norma Andrade Casanova, rounding out this powerful team of financial professionals.
09/11/2023
Wolfsen will take over CEO Eric Clarke's role in mid-October.