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.
People Moves
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.
03/29/2023
J.P. Morgan Appoints Alex Bell as Partner in Sustainable Growth Equity Team
Hire completes one of the most diverse leadership teams in growth equity industry
03/29/2023
Steward Adds Third Breakaway to Pershing Platform
As its multicustodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
03/29/2023
New alternative markets director at Great American Insurance Group
Prior to joining Great American Insurance Group he was senior vice president and chief underwriting officer at SPARTA Insurance Company from October 2012 to April 2014.
03/28/2023
Chaves to grow Everest Latin American business
Mr Chaves was recently the head of Property & Casualty for Chubb Mexico
03/28/2023
Envestnet Appoints Three New Independent Directors to Board
Announces Cooperation Agreement with Impactive Capital
03/24/2023
Citigroup appoints co-heads of European M&A team
Earlier in his career, he also served as a managing director at Goldman Sachs Group Inc.
03/24/2023
MetLife Names New Global Chief Actuary
Boudreau worked at MetLife earlier in his career and re-joined the company in 2013.
03/24/2023
Franklin Templeton Appoints James Andrus as Vice President of Sustainability Global Markets
New senior hire expands firm’s Global Stewardship and Sustainability Team
03/24/2023
Bank of America’s Kevin Sherlock Exits for Senior Role at BMO
The bank has made senior hires across Wall Street in recent months including Sam Chaturvedi and Ryan Williams, both from Credit Suisse Group AG.
03/22/2023
KKR Names Paula Campbell Roberts Chief Investment Strategist for Private Wealth
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/22/2023
Angeles Wealth Management Appoints Chief Operating Officer and Chief Compliance Officer
Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions
03/22/2023
Ballentine Partners Appoints Co-Chief Investment Officers
Together they will be responsible for all aspects of the Ballentine Partners investment strategy
03/22/2023
SignatureFD Appoints Forbes & CNBC Behavioral Financial Columnist as New Chief Advisory Officer
Anchoring in these core pillars offers a level of transparency to wealth management