11/12/2020
Institute for Portfolio Alternatives Elects New Board Members for 2021
Newly elected individuals represent continued growth of the industry despite turbulent 2020
People Moves
11/12/2020
Spearhead welcomes Sagar Dalal as Managing Director, Advanced Wealth Planning
Prior to joining Spearhead, Mr. Dalal was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers.
11/11/2020
Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank
Pagetti was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.
11/10/2020
Oppenheimer & Co. Inc. Announces Recruitment Of The Mercado Group To Private Client Division
New Addition Underscores Depth of Oppenheimer's Services, Quality of Leadership Team, Commitment to Expanding the Firm's Global Reach
11/10/2020
Balentine Promotes Partner, Expands Family Office Services Business Unit
Firm Experiences Growth Despite Challenges of 2020
11/09/2020
Broadridge Names Chief Financial Officer
Mr. Reese played a key role in the success of the consumer business with responsibility across investments
11/09/2020
Envestnet | Yodlee Appoints Head of International Sales
O'Shaughnessy worked at Envestnet | Yodlee from 2003 to 2017
11/09/2020
Barings CEO and Chairman Tom Finke Dashes to Invesco
Freno is now appointed as Chairman and Chief Executive Officer, Barings LLC (on November 5, 2020).
11/09/2020
Debra Brede To Join Focus Partner Firm GW & Wade Transaction will Increase GW & Wade's Scale
Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.
11/06/2020
Blackstone Hires Eric Duchon as Global Head of Real Estate ESG
He will report to Giovanni Cutaia, Global Head of Real Estate Asset Management, and will coordinate closely with Blackstone’s corporate ESG leaders.
11/05/2020
Apollo’s PK AirFinance Names President
As President, van de Stadt will be based in London.
11/04/2020
AXIS Insurance Adds Three Underwriters to U.S. Renewable Energy Team
All three will focus on underwriting renewable energy risk across wind energy, solar energy and battery storage, including package policies providing property, general liability and umbrella coverage that spans construction and operations of projects.
11/04/2020
Chubb Appoints Jason Luyt Chief Underwriting Officer for Company's International Accident & Health Division
In his new role, Mr. Luyt will have direct responsibility for all IAH underwriting functions, including underwriting governance and controls, product development
11/03/2020
Julius Baer Hires for Mexico Push
The Swiss private bank is poaching from UBS and Credit Suisse to reinforce its efforts with wealthy Mexican clients. The move follows Julius Baer's ditching several troubled markets in Latin America.
11/03/2020
Kestra Adds $2.2B in Assets Through Recruiting in Q3
Of the 22 advisors who joined, eight came from Merrill, Morgan Stanley and Wells Fargo; two are women.
11/03/2020
Florida-Based Seeman Holtz Private Client Group Adds Sgammato, Sisk
The expanded management team will enhance the coordination of the Private Client Group with the other technical insurance specialists across the Seeman Holtz Family of Companies to meet the ever-changing needs of our high net worth clientele.
11/03/2020
Citigroup Names New Consumer Banking Head
Incoming CEO Jane Fraser is tapping one of her top lieutenants, Anand Selva, to replace her as head of consumer bank
11/03/2020
Vontobel Asset Management strengthens its sub-advisory presence in North America
Craig holds a Bachelor of Arts in History from the College of Wooster in Ohio.
11/03/2020
Commonwealth Plans Recruiting Shift After 'Rollercoaster Year'
Next year's focus is on adding breakaway advisors from Merrill Lynch, Morgan Stanley and UBS, according to Andrew Daniels.
11/03/2020
Wells Fargo Names Kleber Santos as Head of Diverse Segments, Representation and Inclusion
Santos brings a unique mix of leadership and business experience to this new and expanded diversity Operating Committee role