10/08/2019
Adam Found Re-Appointed as C.D. Howe Institute Metropolitan Policy Fellow
The C.D. Howe Institute consistently spearheads high-quality and timely research on relevant public policy matters.
People Moves
10/07/2019
Senior prime services staff said to be hit in UBS's U.S. layoffs
UBS is understood to have cut a small number of staff from its equities business globally.
10/07/2019
Financial Poise Editorial Board Chair, Ron Diamond, Named Chairman of the Board of Lifestyle Global Brands
Financial Poise™ congratulates Family Office Editorial Board Chair Ron Diamond on his appointment to the Board of Directors of Lifestyle Global Brands.
10/07/2019
Senior Wealth Managers Join First Republic
Raihle and Ver Bockel were each named Managing Director and Wealth Manager.
10/03/2019
Julius Baer hires new Brazil market head
Giovanni Vodola will be team head and Giorgio Bossi and Ivano Massacra will both be senior relationship managers.
10/03/2019
Greenberg Traurig boosts Private Wealth Services Practice
Selden advises high-net-worth individuals and families on sophisticated estate and tax planning.
10/03/2019
Two former New York officials join global law firm
The firm named highly sought-after lobbyist and former New York State Assemblyman Jonathan L. Bing as a shareholder in the New York and Albany offices.
10/03/2019
Seward & Kissel appoints Partner in Investment Management group
Kurucza is recognized as one of the country’s leading legal advisors in the financial services industry.
10/02/2019
Goodwin Names 33 New Partners
Their dedication to our clients, commitment to our collaborative culture, and significant leadership skills have set them apart.
10/02/2019
Chubb Appoints President of Combined Insurance
Kevin Goulding to Retire at Year's End
10/02/2019
Seward & Kissel appoints Partner in Investment Management group
Kurucza has an extensive history as a government regulator.
10/02/2019
KKR Expands Global Impact Team with Senior Appointments
The expanded global team will be further supported by KKR executives across key industries and regions of focus.
10/01/2019
City National Bank Names General Counsel
Speaker brings extensive experience advising financial institutions
10/01/2019
Oakworth Capital adds two to board
Rebekah Elgin-Council is the current Senior Vice President and Chief Marketing Officer for Blue Cross and Blue Shield of Alabama
10/01/2019
Rick Tyson joins Fiduciary Trust as VP and Investment Officer
He joins the firm from Wilmington Trust, where he served as Vice President, Senior Wealth Advisor.
09/29/2019
Leading global law firm elects new chair
He has considerable experience in mergers and acquisitions, real estate investment trusts, financial services regulation, corporate finance and corporate restructurings
09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/27/2019
Summit Financial Appoints New Leader to Spearhead Advanced Financial Planning Services
Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform
09/27/2019
Interim CEO Appointed BNY Mellon and Member of the Board of Directors
Joseph Echevarria appointed Non-Executive Chairman of the Board
09/26/2019
Deutsche boosts LatAm wealth team with two senior hires
He will report to Coley Jellinghaus, Deutsche Bank Wealth Management Americas’ head of investment managers.