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.
People Moves
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.
07/25/2023
Citizens Names Head of Citizens Private Bank
She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
07/25/2023
Former Credit Suisse LatAm private banker joins JPM Miami biz
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
Barclays appoints Head of Investment Banking for Mexico
He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.
07/25/2023
Barclays announces Spyros Svoronos as Global Co-Head of Industrials in Investment Banking
Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.