04/06/2020
SS&C Appoints Christopher Madpak as Head of SS&C GlobeOp Tax Services Group
SS&C GlobeOp’s Tax Services Group offers enhanced tax delivery to financial services firms
People Moves
04/06/2020
Glenmede Bolsters Investment Research Capabilities with New Hire
Ms. Eldridge joins Glenmede from JP Morgan Private Bank
04/03/2020
UBS's long-time Americas chief investment officer to step down
“This is a constantly evolving investment landscape and it’s important to have a change periodically,” said Ryan
04/03/2020
Gibson Dunn Snags Litigation Heavyweight For Dallas Office
“Joining Gibson Dunn was an opportunity I could not pass up,” said Cox.
04/03/2020
EFG appoints head of LatAm private banking
Cruz joined EFG’s Miami offices in March 2017 following close to four years as head of investments for Citi.
04/03/2020
Kathleen Kay Joins Principal as Chief Information Officer
As chief information officer, Kay will have responsibility for the global technology and digital strategies for Principal and report to Houston.
04/02/2020
Cresset Taps Former KPMG Executive As Vice Chairman
"I look forward to contributing to the firm’s client-centric strategy and I’m excited about what the future will hold."
04/01/2020
BNY investment specialist joins Miami bank's wealth management team
Pendas previously worked as a senior portfolio manager for BNY Mellon’s wealth management division in Florida for more than five years.
04/01/2020
Fiduciary Trust International boosts board
Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.
04/01/2020
Envestnet Announces Leadership Appointments
Mr. Crager, a co-founder of the company and President since 2002, has served as Interim Chief Executive Officer since the tragic accidental death of Envestnet Founder and CEO Jud Bergman
04/01/2020
Refinitiv appoints head of digital solutions for wealth management
Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.
04/01/2020
Advisor Group Nabs LPL Exec to Lead Wealth Unit
Advisor Group's CEO talked to ThinkAdvisor about the hire of Gregory Cornick and the firm’s recent downgrade by Moody’s.
03/31/2020
Global Business Service Provider Expands Support to Private Equity
These ongoing efforts show our commitment to providing a single-source solution in the private equity space, including the ability to support a growing need to outsource
03/31/2020
Northern Trust Appoints Stephen Miyabe to Lead Pasadena Market
Miyabe joined Northern Trust in 2019 as the West Region Practice Lead for Estate Settlement Services.
03/31/2020
Merrill Hires $525 Mln-Asset UBS Team in Texas
The move is notable because Merrill has had a close-to-ironclad freeze on hiring experienced brokers for two years.
03/30/2020
JPMAM names fixed-income insurance and pensions leader
He is based in London and reports to Iain Stealey, international CIO of fixed income.
03/30/2020
RWC poaches BNY Mellon equity team
The appointments include Nick Clay and Andrew MacKirdy, co-managers of a £5.2bn top-performing fund
03/30/2020
BNY Mellon Confirms new CEO
Prior to being named interim CEO in September
03/26/2020
Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/25/2020
Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill
He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.