04/14/2020
HSBC Private Banking appoints UHNW head for EMEA and US
She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.
People Moves
04/14/2020
CHF 722m LatAm advisor exits Julius Baer
Riege was later made a managing director and senior advisor for the Swiss private bank.
04/14/2020
Coronavirus crisis exposes cracks in investment management
Measures adopted to regulate banking industry after 2008 financial crisis may have just shifted risks
04/14/2020
Kestra Financial Onboards Russell Giammarino Wealth Management
The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.
04/14/2020
UBS WM makes senior appointment for CIO office
Latest move follows Mike Ryan changing his job within the Swiss giant's senior management.
04/09/2020
Centerview Turns to Matthieu Pigasse to Lead New Paris Hub
A former advisor to the French Treasury, he boasts long-standing relationships in France's tight-knit world of finance and has worked with companies including L'Oreal and Danone.
04/09/2020
She will provide counsel on Technology risk and control issues as well as direct issue management and remediation efforts.
She will provide counsel on Technology risk and control issues as well as direct issue management and remediation efforts.
04/09/2020
Raymond James Moves Teams in Florida and Colorado Despite Virus Crisis
Reached at his new Raymond James & Associates office, Montalvo confirmed the move, but said he was not authorized to discuss details of the transition or the team’s reason for moving.
04/09/2020
Benjamin F. Edwards Investment Banking Expands with New Co-Head
David joined Benjamin F. Edwards in April bringing extensive experience and expertise in mergers, acquisitions, corporate sales and divestitures, leveraged debt financing, financial restructurings and equity capital-raising.
04/08/2020
Rockefeller Capital Management Hires A New Managing Director of Pacific Northwest Division
His appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/08/2020
Greenberg Traurig, Baker McKenzie Add Bankruptcy Lawyers
The additions come on the heels of the firm adding Bruce Zirinsky and Gary Ticoll to its Florida location, and Ian Jack to its London office.
04/08/2020
QuestCap Appoints Richard Dolan and Jim Rogers to Advisory Board
Both will be valuable additions to the advisory board and will greatly assist QuestCap realize its vision of a sustainable, healthier future.
04/07/2020
EFG International Makes Latin America Appointment
Eduardo Cruz has been appointed head of private banking in Latin America.
04/07/2020
Houlihan Lokey Hires Industry Veteran to Lead Its Transaction Advisory Services Practice
Mr. Murphy joins following more than two decades at KPMG
04/07/2020
Rockefeller Capital Management Hires Managing Director of Pacific Northwest Division
Riley’s appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/07/2020
4 Citadel portfolio managers depart
Citadel had been among firms that were struggling in the first half of March as the coronavirus pandemic virtually halted the global economy
04/06/2020
Doug Mandell joins Withers in San Francisco to form dedicated international practice for founders and senior executives
Doug is a trusted and well known counsellor in Silicon Valley.
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
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