08/03/2023
EF Hutton Announces Appointment of Head of SPACs
Mr. Verma has been in the Investment Banking industry for over 14 years
People Moves
08/02/2023
Goldman Sachs' head of partner family office Opoku to leave
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
08/02/2023
Aspen promotes Brough to head US distribution
She will continue to oversee Aspen’s global marketing and brand strategy and report to Jonny Atkinson, group chief business development officer.
08/02/2023
Dentons welcomes Sarah Myers Raben
As a former trial attorney for the IRS Office of Chief Counsel, Raben has experience handling negotiations with opposing counsel and complex tax litigation.
08/02/2023
Primary Ventures hires Emily Man to be first fintech-focused partner
Primary Ventures, known for its investments in Alloy, Orum and Pinwheel, has hired its first fintech-focused partner, Emily Man.
08/02/2023
Franklin Templeton appoints head of Swiss sales
He will be responsible for sales to banks and institutional investors
08/02/2023
Neal Rubin joins Wealth Enhancement Group to Establish Las Vegas Office and Expand Off-Shore Capabilities
Mr. Rubin has held positions advising clients at multiple companies, has deep financial planning experience, and specializes in managing investments for offshore asset protection trusts.
08/01/2023
UBS recruits Bci exec for Miami int’l unit, adds Julius Baer advisor in Uruguay
The firm has added a $150m Miami-based advisor and nabbed a wealth manager from one of its Swiss rivals in Montevideo, Uruguay.
07/31/2023
Goldman Sachs Asset and Wealth Management CIO to exit
Julian Salisbury to leave after 25 years with the firm
07/31/2023
Scotiabank hires RBC exec as group head for global wealth management business
Jacqui Allard will become group head as Glen Gowland takes vice-chair role in 2024
07/31/2023
Canada Life AM adds to distribution team
Paul Pugh joins as head of strategic alliances
07/31/2023
Morgan Stanley hires managing director from Credit Suisse
Morgan Stanley has appointed Gillian Sheldon to oversee its British investment bank.
07/31/2023
Kingswood Investments US appoints senior duo
Senior members have successfully headed private equity firms, and the group’s professionals have an average of 20 years of experience in investment banking.
07/28/2023
Scotiabank names new vice chair and global wealth management head
Move will contribute further to the bank's success, Scotiabank chief says
07/27/2023
Paula Porsch Joins Cetera Advisors
Experienced female financial professional with more than $53 million practice joins Cetera from Nations Financial Group
07/26/2023
Nicola Wealth Welcomes Three Senior Advisors from Gluskin Sheff
They bring years of experience as wealth advisors working with HNW and UHNW private clients
07/26/2023
Emily Guadagnoli Named Head of Marketing for Fiduciary Trust International
Media & Corporate Communications Veteran will Partner with Key Stakeholders Across Organization to Shape & Deliver Overall Business Strategy
07/26/2023
Wells Fargo EVP joins Fintech Sandbox board
As a board member, Grewal will provide important perspectives, leveraging her experience as an executive and technological leader of a top financial institution to Fintech Sandbox
07/26/2023
Homrich Berg Taps Ex-J.P. Morgan Private Banker for Director Role
Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.
07/25/2023
Scotiabank appoints RBC executive to head global wealth management unit
Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.