08/29/2019
JOHCM appoints CEO for US business
I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture
People Moves
08/28/2019
Wilmington Trust Appoints 12 Wealth Advisors and Strategists
New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally
08/28/2019
Basran Wealth Management Group joins Canaccord Genuity
The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS
08/28/2019
G2 Insurance Services appoints director of family office & wealth management
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
08/28/2019
Bank of America Private Bank Expands
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Boenning & Scattergood appoints VP, Private Client Group
Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.
08/27/2019
Andersen Tax Adds Managing Director
Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.
08/27/2019
Ross, Sinclaire & Associates hire wealth manager
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional.
08/27/2019
Principal Global Investors appoints new head of funds business
“In addition to being a strong cultural fit, Kamal brings a seasoned understanding of evolving customer needs to help us take advantage of new opportunities to grow our global platform.”
08/26/2019
OPTrust Appoints Peter Lindley as CEO
He is a financial services industry veteran
08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Jefferies hires Deutsche investment banker to lead US gaming team
Rivals continue to capitalise on the ongoing restructurings at the German banking group
08/22/2019
Highview Capital makes promotions and adds new hire to investment team
Gilbert is responsible for all aspects of the firm’s investment process
08/22/2019
Blackstone Hires Senior MD for Growth Equity Investing
Most recently, Mr. Jagannath was a partner at Navab Capital Partners
08/21/2019
Bank of America Hires Technology Banker from Citi
He will join Bank of America in November and be based in San Francisco.
08/21/2019
Fired Multi-Million-Dollar Merrill Broker Joins Oppenheimer
The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets
08/21/2019
CalPERS Heads Toward Restructuring Investment Committee
Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.
08/21/2019
RBC announces retirement of RBC Capital Markets and RBC Investor & Treasury Services Group Head
Mr. McGregor joined RBC in 1983
08/20/2019
Raymond James takes on $260M Merrill Lynch team
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.