Managers of Wealth Americas

Axis Insurance hires VP to US excess casualty team.

Smith welcomed him to the AXIS team: “He brings a wealth of experience in a wide variety of casualty risks and complex insurance program design."

Global Asset Management Strategy Advisor Indefi Appoints Industry Veteran as Managing Partner

Based in Paris, Doolan joins Indefi's core leadership team, serving on its global executive committee.

Broadridge/LTX hires fintech fixed income veterans

Bragg and Kwiatkowski join the LTX leadership team, working closely with LTX CEO Jim Toffey to accelerate the digitization of corporate bond trading.

DeFi Technologies' Wholly Owned Subsidiary Valour hires former BlackRock director as its COO

Before this, Ms. Edwards spent almost four years as director of wealth & retail product structuring at Lloyds Bank

AIG’s Peter Zaffino to take on additional role

As previously announced, Brian Duperreault, currently Executive Chairman, will retire from the Board of Directors at year end 2021.

JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires

The appointment of Tim and Gregg is an exciting development for JTC

Broadridge Hires FinTech Fixed Income Veterans to Join LTX

FinTech Veterans Ted Bragg and Jim Kwiatkowski join LTX leadership team to drive next generation corporate bond trading platform digitization

UBS Taps Longtime Exec to Head Family Office Unit

Replacing Spalthoff is Sarah Salomon, a senior strategist with the firm who has served in various leadership roles, including as assistant market head for private wealth management in Chicago, the company said, according to Insider.

Business Beat: NBT Bank appoints executive vice president

“Her diverse and extensive experience in banking and her skill at building partnerships across business lines to provide clients with the most comprehensive suite of financial services position her well to lead our team of wealth management professi

Two Financial Advisors join UBS in Portland, Maine

Also joining the firm is Senior Registered Client Service Associate Deborah Erickson.

Max Gokhman Joins AlphaTrAI as Chief Investment Officer

His addition is powerful proof of how we are seeking to blend technical innovation with experienced financial discipline.

Securities & Financial Services Partner Rejoins Dorsey & Whitney in New York

“I am excited to return to Dorsey,” said Mr. Saperstein.

Scotiabank shuffles key executives as it looks to boost wealth-management division

The change in leadership comes just two years after Mr. Gilchrist took over the management of the brokerage department from Rob Djurfeldt, who left the company after 28 years.

Northern Trust Strengthens Chicago Commercial Banking Team

Adam Kerbis Joins as Banking Relationship Advisor

SS&C Promotes Jason White to General Counsel

He will lead the Company’s legal department and serve as the Corporate Secretary.

Credit Suisse appoints former Morgan Stanley banker in Mexico

Previously head of Morgan Stanley's investment banking operations in Mexico

Technisys Appoints Banking Industry Veteran

Yeh to further strengthen Technisys's robust North American legal and compliance capabilities and expand 'regulatory readiness' of the company's next-gen digital products and offerings

Rothschild & Co hires Bob Berry as Managing Director in North America

Bob’s hiring significantly strengthens our private equity franchise and roster of accomplished advisors.

American Equity Names Chief Financial Officer

“American Equity is a company on the move,” added Axel André.

Milbank Continues Global Corporate Private Equity, M&A Growth

His experience dovetails with the rest of our global team

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