09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
People Moves
09/08/2023
Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business
Bob Schifellite to become Chairman of Investor Communication Solutions
09/08/2023
US Bancorp Names Marc Ammaturo to Key Institutional OCIO Post
The finance veteran will helm distribution efforts in the firm’s expansion bid.
09/08/2023
Allen & Overy adds Partner to funds and asset management practice
She is also experienced in leading transactions involving structures and assets with values ranging from tens of millions to several billion dollars.
09/07/2023
Credit Suisse LatAm advisor joins rival Vontobel in director role
André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.
09/07/2023
Harris Williams Hires Michael Kim as Managing Director, Co-Head of Technology Group
Brings Over 25 Years of Technology M&A Advisory Experience
09/07/2023
Sienna IM scales up its management and sales team
In order to better assist its solid growth dynamic, Sienna Investment Managers has expanded its management team.
09/07/2023
Santander Brazil hires ex Credit Suisse investment bankers
In an effort to increase its capacity for providing merger-and-acquisition guidance and equity underwriting, Banco Santander SA hired two additional Credit Suisse investment bankers in Brazil.
09/07/2023
U.S. Bancorp Asset Management names head of distribution for OCIO division
Based in Philadelphia
09/07/2023
Citi Hires Frankel to Co-Lead Americas Consumer Banking
Representatives for Citi and Barclays declined to comment
09/06/2023
Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
09/06/2023
Bregal Investments hires head of capital solutions
Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.
09/06/2023
Barclays appoints Vice Chairman, Technology, Media, and Telecommunications (TMT) M&A in the Americas
Throughout his career, he has advised on over 100 domestic and international deals aggregating over USD$200bn in value.
09/06/2023
First Eagle Investment introduces global head of consultant relations
Allison Shaw has been assigned by First Eagle Investments as managing director and global head of consultant relations.
09/06/2023
Jill Ford joins the Corporate & Investment Bank as Head of Equity Capital Markets
Prior to her most recent firm, Jill held debt capital markets and M&A investment banking roles at UBS, Montgomery Securities, and First Boston.
09/06/2023
DSS Inc. Expands DSS Wealth Management, Inc.'s Management Team for Ramp Up of Asset Management Subsidiary
Jim Monaghan Appointed Chief Operating Officer and Chief Compliance Officer; Michael Cheah Joins as Portfolio Manager and Head of Fixed Income
09/05/2023
Lygos Appoints Chantal Bergeron as Chief Sustainability Officer
The role underpins our commitment to sustainable performance across the organization.
09/05/2023
Arch Re reveals key promotions
Two industry veterans step into chief underwriting roles
09/01/2023
PA Consulting appoints Christian Norris as chief executive officer
PA says Norris has been instrumental in shaping the firm’s business strategy over the last five years
09/01/2023
KPMG appoints Peter Zalkind as head of Sacramento office
Zalkind has more than 30 years of consulting and technology industry experience.