07/11/2023
This appointment demonstrates the company’s commitment to rolling out best-in-class data management solutions to empower the financial services sector.
07/11/2023
Rapidly Growing Independent Wealth Management Firm Enhances Investment Leadership and Offering to Support Expanding National Client Base
07/11/2023
Dr. Birchenough will partner with Alexis de Rosnay, who takes on an expanded role; he also assumes the role of Chairman of Global Healthcare Investment Banking
07/11/2023
In the Americas, Morgan Stanley's M&A franchise is led by veteran dealmakers Tom Miles and Brian Healy.
07/11/2023
One of the first enrolled tribal members to be promoted to managing director at a major U.S. bank
07/10/2023
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
07/10/2023
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
07/07/2023
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
07/07/2023
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
He will report to Bill Stone, Chairman and Chief Executive Ocer.
07/07/2023
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
Leading global private financial group for the middle market appoints new Vice President to expand its Corporate Finance and Wealth Management divisions in Asia.
07/06/2023
An alumnus of IIM Lucknow, Bhave has an experience of 28 years in financial services and brings expertise in the wealth domain as well as leadership experience.
07/06/2023
CIBC Innovation Banking’s Paul Gibson will be expanding his responsibilities as Managing Director and Region Head
07/06/2023
The Boston Consulting Group has assisted Inter in this process providing valuable insights, benchmarking and outside perspectives.
07/05/2023
The company plans to reduce IG Wealth Management offices
07/05/2023
Shanu Bajaj is a member of Davis Polk’s Mergers & Acquisitions practice in New York.
07/04/2023
The departure comes following the announcement in May of 3,000 job cuts across the bank.
07/03/2023
Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services.