07/07/2023
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
He will report to Bill Stone, Chairman and Chief Executive Ocer.
07/07/2023
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
Leading global private financial group for the middle market appoints new Vice President to expand its Corporate Finance and Wealth Management divisions in Asia.
07/06/2023
An alumnus of IIM Lucknow, Bhave has an experience of 28 years in financial services and brings expertise in the wealth domain as well as leadership experience.
07/06/2023
CIBC Innovation Banking’s Paul Gibson will be expanding his responsibilities as Managing Director and Region Head
07/06/2023
The Boston Consulting Group has assisted Inter in this process providing valuable insights, benchmarking and outside perspectives.
07/05/2023
The company plans to reduce IG Wealth Management offices
07/05/2023
Shanu Bajaj is a member of Davis Polk’s Mergers & Acquisitions practice in New York.
07/04/2023
The departure comes following the announcement in May of 3,000 job cuts across the bank.
07/03/2023
Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services.
07/03/2023
With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.
06/30/2023
Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.
06/30/2023
Rabun joins as Head of Asset and Wealth Management North America within the Financial Institutions Group; appointment strengthens Barclays’ global team in this important sector
06/30/2023
The firm named Patrick Law as the head of the region's fixed income, currencies, and commodities trading, and Neelkanth (Piddi) Parekh was appointed head of sales for the division.
06/30/2023
Founded in 1836, Tompkins Community Bank serves the Central, Western, and Hudson Valley regions of New York, and the Southeastern region of Pennsylvania.
06/30/2023
Prior to his tenure at Pacific Western Bank, Ghannam worked at Comerica Bank.
06/29/2023
The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.
06/29/2023
He has served as board director since 2018