11/02/2018
Rockefeller Capital Management Lands New COO to Lead Build Out of Wealth Business
Chris Dupuy felt his job was done at Focus, and was attracted to the opportunity to build a wealth management platform from scratch.
People Moves
11/02/2018
Aiva hires ex-HSBC and family office advisor for WM team
In his new role Cuñarro joins a nine-person strong team as a relationship manager responsible for catering to ultra-high net worth clients in the Southern Cone.
11/01/2018
RBC Wealth Nabs $550M Merrill Team in Beverly Hills
The two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.
11/01/2018
Cambridge Associates Appoints Global Head of Private Client Practice
Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank
11/01/2018
Wells Fargo Asset Management makes a senior hire
Joseph joins WFAM from Ameriprise Financial, where he served as a Director on the Asset Allocation team.
11/01/2018
Macquarie Investment Management’s Ty Nutt to Retire
The team’s long-term track record demonstrates its ability to add value across various investment cycles and through transitions.
11/01/2018
Rockefeller Capital Management appoints Wealth Management COO
In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management
11/01/2018
Vanguard’s Bill McNabb to step down as chair
Current chief executive Tim Buckley will take over in this role at the low-cost US asset manager at the end of the year
10/31/2018
Zurich-based private bank to open Mexico office following regional closures
The bank has also withdrawn from Venezuela, following a former Julius Baer banker’s conviction for money laundering.
10/30/2018
Julius Baer Hires HSBC Banker for Mexico
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
Two Wealth Managers Join First Republic in Century City
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Global law firm Names 24 New Partners
Nearly Half of New Partners are Women, Minorities or Both Six New Counsel Also Named
10/29/2018
CIT Names Chief Technology Officer
Supports focus on simplification efforts and enhancing digital experience
10/26/2018
SEI Investments chooses head of US asset management distribution
Appointment Underscores Company's Commitment to Growth and Client Success
10/26/2018
CalSTRS Names New Corporate Governance Chief
Kirsty Jenkinson will join the $229 billion system in January.
10/25/2018
Andersen Tax Expands in Metro D.C.
“The team’s overall emphasis on tax and strategic planning and implementation of carefully planned business decisions make them an ideal addition to our firm.”
10/25/2018
Chubb appoints head of Global Accident & Health business
The appointment is effective immediately.
10/25/2018
Chubb Names Division President of ESIS
Mr. Higdon holds two bachelor of science degrees in the social sciences from Northern Illinois University
10/25/2018
More Morgan Stanley and Wells Fargo FAs Flock to This Rival
The pair previously oversaw $136 million at Wells Fargo Advisors, Raymond James says. They’re joined by registered client service associate Anne Gotingco, according to the press release.
10/24/2018
Northern Trust Wealth Management appoints Chief Operating Officer
Will Serve as COO of Trust & Advisory Practice