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People Moves

04/11/2023

Efficient Capital Management hires Joe McGinnis as regional director, wealth management

"Efficient is fortunate to add such a talented and passionate person to our team.

04/11/2023

Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle

Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.

04/06/2023

Northern Trust Strengthens Wealth Management Team in Minneapolis

Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.

04/06/2023

JP Morgan names head of Americas trade distribution team

The new role, based in New York, will see Burikhodjaeva carry on supporting the “key growth area” of structured receivables finance, JP Morgan says.

04/06/2023

William Blair expands with senior hires

Hypes has nearly 15 years of experience advising and offering strategic solutions to customers

04/05/2023

Houlihan Lokey Expands Its Financial Services Investment Banking Group With Experienced Senior Hire

Jennifer Fuller Joins as a Managing Director in New York

04/04/2023

Fulton Private Bank Hires Steven H. Santini as Regional Wealth Director for Greater Philadelphia

Expanding wealth management team offers customized solutions and advisory services

03/31/2023

Citigroup hires BofA Merrill's head Andy Sieg to lead wealth unit

Sieg has "a track record of driving growth" and "deep experience in the U.S.," where Citi aims to grow, CEO Jane Fraser said in the hiring announcement.

03/31/2023

Bank of America Names Lindsay Hans and Eric Schimpf Presidents and Co-Heads of Merrill Wealth Management

As presidents, Hans and Schimpf will join Bank of America's executive management team and oversee more than 25,000 Merrill employees.

03/31/2023

Ultra High Net Worth Advisor Joins NewEdge Wealth as Principal

NewEdge Wealth continues to attract top advisors to service the firm’s ultra high net worth clients

03/31/2023

Sendero Announces Kristina Craig as Chief Financial Officer and Chief Operating Officer

Craig is leading internal and client operations

03/31/2023

Chubb Appoints Executive Vice President, Chubb Group and Chief Risk Officer

Chubb's current Chief Risk Officer, Sean Ringsted, will continue to serve as Executive Vice President, Chubb Group and Chief Digital Business Officer

03/31/2023

Chubb Appoints Benoit Chasseguet as Country President for France

In his new role, Benoit will be responsible for Chubb's property and casualty, accident and health, and consumer lines operations across France.

03/30/2023

Capital Group to lay off 300 employees

The $2.2tn fund giant is the latest asset manager to reduce headcount following the sharp sell-off in 2022.

03/30/2023

CTERA Expands Executive Team to Capitalize on Hybrid Cloud File Market Following a Record Year

Oded Nagel was among CTERA’s original first employees

03/30/2023

Julius Baer announces senior hires as it continues to drive business growth in Brazil

Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.

03/30/2023

Mirova accelerates its global development with new strategic ambitions in the US

As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.

03/30/2023

Arvest Wealth Management names new chief compliance officer

According to a news release, she has over 20 years of industry experience, previously working as chief compliance officer in wealth management for a regional bank in Louisiana.

03/29/2023

Berkshire Bank Names Andrew Webb, Senior Vice President, Private Banking, Capital Region, NY

He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.

03/29/2023

BlackRock’s $30bn head of multi-asset income investing to exit

The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.

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