• 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

08/17/2020

New TripleTree CEO sees health care investment firm growing during pandemic

Since joining TTH in 2015 as president, Owens has worked with founder and CEO Kevin Green to scale the business and plan for the leadership transition the board announced in July.

08/14/2020

UBS's Bob McCann to step down from chairman Americas role later this year

The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.

08/14/2020

Wells Fargo Corporate Risk Names New Leaders as Part of Updated Risk Model

The new leaders were named following the May 2020 announcement of the enhanced corporate risk model

08/13/2020

De-Wired: $1-Bln UBS Trio Joins Stifel, $675-Mln Morgan Stanley Quartet to RBC

Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.

08/13/2020

AIG Appoints David McElroy Chief Executive Officer, General Insurance, and Executive Vice President, AIG

Mr. McElroy held numerous leadership roles within the insurance industry, including Executive Chairman of Arch Insurance Group Inc. and Vice Chairman of Arch Worldwide Insurance Group.

08/12/2020

Ralph Izzo Elected to the Board of Directors of BNY Mellon

"We are thrilled to welcome Ralph to our Board," said Todd Gibbons, CEO of BNY Mellon.

08/12/2020

Fiduciary Trust appoints Senior Portfolio Manager in New York

Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.

08/12/2020

Phil Scott, $18-Million Merrill Superstar, Joins First Republic

San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.

08/12/2020

Fieldpoint Private Nabs New Commercial Banker From Patriot Bank

Mr. Moore’s 20-year financial services career includes commercial banking roles with First County Bank and Connecticut Community Bank, as well as time with Northern Trust and Morgan Stanley.

08/12/2020

GCW Global Customised Wealth Announces New California Partner

London-Based Wealth Management Firm Continues Expansion with Senior Management Hire

08/11/2020

UBS Nabs Chicago Bank Broker with About $1 Mln of Revenue

The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.

08/11/2020

Sentinel Trust Announces New Hire Class of 2020

Each of these individuals brings immense talent and expertise in their respective fields.

08/11/2020

Withers lawyers prominent in American Bar Association RPTE leadership appointments

We are proud to announce that several of our Withers attorneys were appointed to leadership roles for the upcoming bar year.

08/11/2020

Barclays Expands Leadership in ESG Banking With Appointments in ECM, DCM and Advisory

Investment Bank appointments expand ESG advisory capabilities for clients, and will accelerate Barclays’ work to meet commitments on climate change

08/11/2020

William Blair Continues European Expansion

Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes

08/11/2020

Marotta Steps Down as Berkshire CEO

Marotta was named CEO in November 2018 after Michael Daly stepped down.

08/11/2020

CHF 140m UBS Miami duo are latest to exit

Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.

08/11/2020

PJ SOLOMON Hires Sash Rentala as the Head of its Financial Sponsors Group

Veteran investment banker brings over 20 years of experience advising institutional clients on a wide range of corporate finance matters

08/10/2020

CIFC launches long/short high-yield UCITS fund for veteran Horowitz

Ex-Muzinich & Co management team

08/10/2020

Gina Rebollar returns to Chubb as deputy general counsel of global corporate affairs

In her new role she works closely with Chubb's board of directors and advises the corporate development, treasury, human resources and global communications functions, and other members of senior management.

  • 1
  • 2
  • 3
  • …
  • 234
  • 235
  • 236
  • 237
  • 238
  • 239
  • 240
  • 241
  • 242
  • 243
  • 244
  • …
  • 682
  • 683
  • 684

Translate

Member Area

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

Ranchland Capital Partners Selects SEI to Support Alternative Funds

03-26-2026

Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market

03-26-2026

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

03-27-2026

BlackRock adds iCapital’s alternatives tech to Aladdin Wealth

03-27-2026

New York City’s investment banks are shrinking, while paying more

03-26-2026

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

03-27-2026

Hightower Faces Class Action Suit Over Data Breach

03-27-2026

Creative Planning Expands International Footprint With MASECO Acquisition

03-27-2026

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

04-01-2026

Advisor-focused hires lead latest wave of wealth management leadership moves

04-01-2026

LPL Financial Welcomes Five Star Wealth Planning

04-01-2026

Big six bank asks why $110 billion stays in deposit accounts, not invested

04-01-2026

J.P. Morgan Private Capital Expands Team with Senior Hires

04-01-2026

JPMorgan’s Jamie Dimon has a plan to rescue the American Dream

04-01-2026

NorthRock Partners Expands Across the Midwest with Addition of Vantage Financial Partners, Surpassing $12 Billion in Assets Under Management

04-01-2026

Mesirow Again Ranked Among Top Chicago Area Wealth Management Firms

04-01-2026

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