03/07/2018
Steward Partners Global Advisory launches new office
When our team has the ability to focus on our client service model rather than on back-office headaches, everything else just clicks,” Spradlin noted.
People Moves
03/07/2018
Pan-American Life Insurance Group announces executive changes
Geri Gaughan was promoted to president and chief operating officer of Mutual Trust Life Insurance Co., where she has been senior vice president and general counsel.
03/07/2018
Kestra Financial Recruits The Main Street Group
Next-generation technology continues to attract large firms to the Kestra Financial platform
03/06/2018
Two Wealth Managers Join First Republic in Boston
Bill and Darin have a long track record of helping clients achieve their financial goals today and across generations.
03/06/2018
BNY Mellon Asset Management hires head of global consultant relations
RBC GAM managed a total of $350 billion as of Dec. 31, of which $37.5 billion was managed for U.S. investors.
03/06/2018
Wilmington Trust Hires Private Client Advisor for Rochester Wealth Office
In her new role, Hakiel works closely with clients and their advisors to develop financial strategies to meet client’s current needs and plan for long-term objectives.
03/06/2018
Canaccord Genuity Expands North American Debt Finance & Restructuring Team
The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.
03/05/2018
Arton Capital appoints former U.S. Ambassador
Leading global citizenship firm boosts its presence with renowned specialists
03/05/2018
Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors
We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.
03/05/2018
Franklin Templeton Opens New Office in Santiago, Chile, Appoints Gonzalo Ramírez Correa as Vice President, Sales in Chile
“We are very delighted that Gonzalo has joined our team in this period of growth in the Chilean market,
03/05/2018
SGG Group appoints Business Development Director US operations
US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing
03/05/2018
Rockefeller Capital Management expands team
He was previously the Chief Information Officer for Global Wealth Management and Investment Management at Morgan Stanley, where he was responsible for the strategic direction of technology platforms across the businesses.
03/02/2018
Armory Group Expands Investment Banking Division
"Steven's addition is an exciting opportunity to expand Armory's national reach and provide additional support for our clients in the Texas and Southwest region,"
03/02/2018
Raymond James Financial Appoints New Director
Director Jeff Edwards is moving from the Audit and Risk Committee to the Corporate Governance, Nominating and Compensation Committee.
03/02/2018
SSGA appoints new Head of Global Institutional business
Crafter is a nearly 30-year financial services industry veteran and member of State Street Global Advisors’ executive management group.
03/02/2018
Rockefeller Capital Management Announces Official Launch
Start of New Financial Services Firm Marked by Additional Senior Appointments
03/02/2018
Intertrust hires former U.S. Bank and J.P. Morgan Executive Director James Ferguson to lead Americas
The Americas are an important market for our business and James will lead in taking advantage of opportunities in the region.
03/02/2018
Smead Capital Hires BlackRock Veteran as New CFO
Hire adds depth to domestic and offshore operations
03/01/2018
Umpqua Bank Expands Wealth Management Capabilities
"Umpqua’s strong growth in commercial and corporate banking has opened up significant, new opportunities to serve the complex wealth management needs of high net worth individuals and institutional clients,"
03/01/2018
Manuel Astaburuaga-Torres leaves HSBC
The New York-based FX cash trader has worked at the bank since 2011