08/02/2023
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
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
Julian Salisbury to leave after 25 years with the firm
07/31/2023
Jacqui Allard will become group head as Glen Gowland takes vice-chair role in 2024
07/31/2023
Paul Pugh joins as head of strategic alliances
07/31/2023
Morgan Stanley has appointed Gillian Sheldon to oversee its British investment bank.
07/31/2023
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
Move will contribute further to the bank's success, Scotiabank chief says
07/27/2023
Experienced female financial professional with more than $53 million practice joins Cetera from Nations Financial Group
07/26/2023
They bring years of experience as wealth advisors working with HNW and UHNW private clients
07/26/2023
Media & Corporate Communications Veteran will Partner with Key Stakeholders Across Organization to Shape & Deliver Overall Business Strategy
07/26/2023
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
Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.
07/25/2023
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.
07/25/2023
She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
07/25/2023
Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.
07/25/2023
He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.
07/25/2023
Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.
07/25/2023
A number of Wall Street banks have investment banking teams that work on so-called structured deals, which include corporate restructuring transactions such as corporate carveouts and spin-outs.
07/24/2023
Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.