10/09/2018
Reyl hires ex-WM CEO to lead US business
René Marty has over 25 years’ experience in the financial industry, most of which spent dealing with North American clients.
People Moves
10/09/2018
Why This Merrill Lynch Alum and Family Office Pro is Headed to Rockefeller
He has 27 years of experience in the wealth management industry and joins Rockefeller from the family office Goodrich, LLC
10/09/2018
Merrill Lynch Loses Team to Wirehouse Rival
Merrill Lynch has lost several veteran advisors in recent weeks.
10/08/2018
Douglas R. Dubiel Joins Rockefeller Capital Management
Dubiel is the latest senior hire for Rockefeller Wealth Management since the Firm relaunched in March
10/05/2018
RBC Adds Advisors in Seattle, Syracuse, Denver
An advisor and a team join from Wells Fargo.
10/05/2018
Nomura is quietly building its New York solutions team too
The hires come at a rather tumultuous time for Nomura, which is still trying to make good out of its decade-old acquisition of Lehman Brothers’ European investment banking business.
10/05/2018
Cushman & Wakefield adds two Dallas-based executives
Jonathan Napper, who joins Cushman as executive managing director, was also formerly with Eastdil Secured.
10/05/2018
Peru wealth firm hires Habitat bond boss as CIO
He joins as the firm looks to bring one of its vehicles to Colombia and Mexico, and as it eyes the launch of a robo-advisor.
10/05/2018
Chubb Appoints Sales and Distribution Leader for North America Personal Risk Services
She will work closely with all other PRS teams across the division and the regional field administration leaders to advance the division's sales goals.
10/05/2018
US Bank Global Fund Services brings on Mastriano
Mastriano is an experienced senior executive who brings nearly 30 years of experience at organisations such as Citco Fund Services, Bank of New York, Bisys Fund Management and Morgan Stanley.
10/04/2018
BNY Mellon Investment Management's US Multi-Asset Manager adds risk parity and managed futures team
With clients becoming more solutions-oriented, contributing our knowledge and experience to a firm with this breadth of capabilities is very appealing.
10/04/2018
Citi Private Bank Cements Atlanta Presence
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
Cresset Family Office hires two
Cresset Family Office has added Jill Shipley and Vimala Snow to its team. Shipley, who is based in Palm Beach, Florida, will lead family culture, impact and governance while the Denver-based Snow will serve as managing director of wealth strategy for the
10/04/2018
Sentinel Trust Announces Officer Promotions
We are excited for these incredibly talented individuals
10/04/2018
JB Investment Management Team Joins RMB Capital
Addition of Milwaukee-area Team Expands Firm’s Fixed Income Offerings
10/03/2018
MDM&C Expands Cross-Border Capabilities to Address Needs of Chinese Investors and Entrepreneurs
Two Seasoned Attorneys Will Advise Chinese Individuals and Companies on U.S. Real Estate Investment Opportunities and Cross-Border Transactions
10/03/2018
Charles Schwab's Senior Advisor Joins Coinbase Board of Directors
After 10 years there, he transitioned to The Cynosure Group, another private equity firm, where he currently serves as a senior advisor.
10/03/2018
Santander Bank Launches Direct Private Investment Practice
Business Pairs Commercial Banking Customers with Potential Family Office Partners
10/03/2018
BNY Mellon Names Avi Shua as Technology Lead for Wealth Management
Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.
10/03/2018
Signature Bank Appoints Three Private Client Banking Teams to Manhattan and Long Island Offices; Eight Teams Added in Total This Year
The team worked together for seven years at Citibank before joining Signature Bank.