07/23/2019
Financial Gravity Adds Wealth Management Industry Visionary
Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth.
People Moves
07/23/2019
Magnus Financial Group expands team
"We are delighted that Michael and Brian have joined Magnus' expanding team of professionals and see the fit not only as timely but as an important next step in the evolution of our expansion plans," stated Michael Schwartz, CEO of Magnus.
07/23/2019
International law firm Expands Transactional Practice in Los Angeles
This year, Proskauer’s Los Angeles office is celebrating 40 years as one of the longest serving and highest achieving law firms in the city.
07/18/2019
American asset manager opens Frankfurt office
Buschmann has over 29 years of industry experience.
07/18/2019
Paul Hastings Ramps Up Private Equity Push With Hogan Lovells London Head
Paul Hastings’ momentum in the PE space is very appealing
07/18/2019
American Century Investments Hires Industry Veterans for Avantis Investors™
Both Stephen and Jeff are seasoned professionals who understand the capabilities we plan to offer clients.
07/18/2019
Stephens Investment Banking makes senior hire
Mr. JÓ“nne brings to Stephens more than two decades of restructuring and debt advisory experience
07/18/2019
DigiMax Global Solutions Appoints Ex Goldman Sachs Executive
Tony will bring a wealth of global investment banking experience to the team
07/18/2019
Risk Strategies Adds Blair Wunderlich to National Fine Art Practice
Brings art history training, 10-plus years’ insurance industry experience to new role
07/17/2019
International law firm Continues Growth of Transactional Platform team
We are thrilled to welcome David
07/17/2019
Kevin Roth Appointed as Financial Advisor at UBS
He has built his career advising and working with Ultra High Net Worth clients.
07/16/2019
Wells Fargo Loses Half a Billion FA to Summit Trail Advisors
Rudd will join Summit Trail Advisors as a partner focusing on the ultra-high net worth client segment
07/16/2019
Chief Investment Officer Joins Sanctuary Wealth
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/16/2019
Raymond James Adds $600 Million FA in Houston
Ahlquist and Hayden previously managed $600 million and now operate as Ahlquist Private Wealth Management of Raymond James, according to the press release
07/16/2019
Boston Private Announces Two Key Commercial Banking Hires
“They are the perfect complements to Boston Private’s existing Commercial Banking team and I look forward to the growth opportunities these leaders will bring to Boston Private.”
07/16/2019
Wells Fargo exec says he was wrongly fired over Warren Buffet-backed Burger King deal
According to Guenther’s lawsuit, Wells Fargo fired him over “The Burger King Deal,” despite his “negligible role” in the transaction and his exemplary job performance over the years.
07/15/2019
Jefferies Appoints Jonathan Slone as Chairman of Asia
The hiring of Jonathan represents a significant step in our continued expansion of our Asia footprint, including meaningful additions to our teams in Japan and Hong Kong, as well the addition of equities research, sales and trading in Australia
07/15/2019
Deutsche Bank hires group CIO
He joins from AQR Capital
07/15/2019
Discount Bank names new CEO
Levin, who currently manages Discount Bank of New York, will replace Lilach Asher-Topilsky.
07/15/2019
Equities chief exits GMO for CIO post at fintech firm
Constable was with the Boston-based company for 13 years. This involved working across its quantitative equity portfolios and the equity components of the multi-asset class portfolios.