09/13/2023
Tampa wealth management firm lures Bank of America executive
Gunster will head Fidelis Capital's fixed-income strategies department.
People Moves
09/13/2023
Mosaic ramps up Canadian underwriting team
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 and wealth management executive to retire, as others join firm
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Graham Joins SWBC Investment Company as Senior Vice President - Wealth Management
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
Homrich Berg Founder Stepping Down as CEO
President Thomas Carroll will take over the role from Andy Berg on Jan. 1.
09/12/2023
TSG Wealth Management Expands To Sacramento, Welcoming Ken Peters and Team
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
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
Moonfare brings Marine Eugène on board as new chief commercial officer
Eugène brings almost 20 years of experience in fractional jet investments to the role
09/08/2023
Northern Trust Asset Management Names New CIO of Global Asset Allocation
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position
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
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.