• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

08/05/2025

Keith Wosneski Joins Lazard Asset Management as Global Head of Consultant Relations

He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.

08/04/2025

NYSE names public policy veteran Bryan Daniel as president of NYSE Texas

Daniel will report to Lynn Martin, president of the NYSE Group, the company said.

08/01/2025

Truist strengthens commercial banking, wealth management teams in Florida

Truist Wealth adds 6 new advisors across the state

08/01/2025

Now JPMorgan's head of private markets resigned, seemingly for Citi

Raghavan has run Citi's investment bank since last year, but he previously spent 25 years at JPMorgan.

08/01/2025

World Bank Group Names New Head of Guarantee Business

Banking veteran will lead Multilateral Investment Guarantee Agency and World Bank Group Guarantee Platform

07/31/2025

SEI Names New Chief People and Culture Officer

Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth

07/31/2025

Savvy Adds $270M RIA Team in Push to Land Larger Teams

The tech-forward RIA and wealth platform also continues to bring on solo practitioners, with 12 additional advisors joining from various states.

07/30/2025

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

07/30/2025

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

Last week, the bank hired another JPMorgan alum, Bernal Vargas, to lead its equity capital markets division in North America

07/30/2025

Janney Adds 14 Financial Advisors with $3.3 Billion in New Assets Year-to-Date

Adds over $3.3 billion in assets under advisement to Private Client Group.

07/30/2025

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

The announcement comes amid a slew of high-profile hires at Citi as the bank expands its investment banking business and revenue.

07/29/2025

Cherry Creek Family Offices Expands Leadership Team

The latest expansion of CCFO's leadership team follows the recent addition of Brad Sprong

07/28/2025

UBS hires ex-DWS head to lead ETF and index fund sales

She willreport to André Mueller, head of client coverage at UBS.

07/28/2025

TD Bank Group Names New Board Chair

John has served as an independent director of the Board since 2023

07/28/2025

Quantum computing firm IonQ hires former JPMorgan Chase applied research head

IonQ is one of the larger examples of pure-play quantum companies.

07/28/2025

AccessFintech appoints Sarah Shenton from Goldman Sachs as CEO

This strategic leadership change marks a significant step for the company as it positions itself for its next phase of growth.

07/25/2025

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

07/25/2025

CapWealth Welcomes Dean Shahan as Executive Vice President and Financial Advisor

$1.9B RIA deepens bench to support clients

07/24/2025

SEI Appoints Karin Risi and Tom Naratil to Board of Directors

Evolution of Leadership Supports SEI’s Transformation and Commitment to Long-term Growth

07/24/2025

Alex Ham joins Barclays as Global Chairman of Investment Banking

He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital.

  • 1
  • 2
  • 3
  • …
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • …
  • 679
  • 680
  • 681

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Lazard Expands Its Healthcare Services Team With Addition of John Koski and Robert Lowe

02-20-2026

KeyBank expands family office banking team

02-20-2026

Bank of America Launches Art Consulting Service

02-20-2026

Citi Private Bank Appoints Chad Reddy as Market Executive – West

02-20-2026

Eton Solutions Goes Direct to (High-Net-Worth) Consumer With Expanded Business Model

02-20-2026

Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

02-23-2026

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

02-20-2026

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

02-20-2026

Pacific Asset Management strengthens North American equities with John Feeley appointment

02-27-2026

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

02-27-2026

Latin American BNPL giant Kueski appoints Pablo Baragiola VP, fraud

02-27-2026

Why wealth, asset managers must rethink what success looks like beyond growth at any cost

02-27-2026

Nour Private Wealth Expands Integrated Platform Following Goodwood Acquisition

02-27-2026

Majority of family offices shunning crypto and gold: J.P. Morgan

02-27-2026

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

02-27-2026

Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by the Wall Street Journal's Buy Side

02-27-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS