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People Moves

02/01/2019

Macquarie Investment Management Further Expands Insurance Solutions Group

Marc has worked successfully with insurers of all types for more than a decade

01/31/2019

Wilmington Trust appoints Florida regional president

Brown anticipates double digit growth in wealth advisory services for high-net-worth residents, as Florida is named as one of the fastest-growing luxury housing markets

01/31/2019

Aon's broking chief Fitzgerald quits to start 'new chapter' after 27 years

The firm recognises his many years of service and wishes him well as he begins the next chapter of his career.

01/30/2019

JPMorgan says Barry Sommers leaves wealth management job

Sommers joined JPMorgan in 2008 when it bought Bear Stearns, where he worked.

01/30/2019

Lincoln International Hires Bob Lockwood as Managing Director

Enhances the firm's growing Technology, Media & Telecom Group

01/30/2019

Northern Trust Appoints Head of Local Markets for Global Foreign Exchange

Based in New York, he works with Northern Trust’s FX desks in the Americas, Europe, Middle East and Asia-Pacific regions

01/30/2019

$300M Merrill Lynch trio heads to RBC

The team joined an RBC branch in Edina, Minnesota.

01/30/2019

JP Morgan names new int'l private banking boss after top exit

Nicolas Aguzin, currently JPM’s head of banking and CEO for Asia Pacific (APAC), has been named CEO of the group’s international private bank, a spokesman confirmed to Citywire Americas.

01/30/2019

CIBC Expands North American Team with Five New Hires

David Moody joins CIBC as senior vice president in Dallas.

01/30/2019

First Republic poaches $500M UBS wealth manager

“Greg is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our growing team of wealth managers.”

01/30/2019

Transatlantic law firm adds Houston office

More attorneys and professionals are expected to join the Houston team

01/30/2019

Oppenheimer appoints Henry Alfaro as Managing Director in Technology Investment Banking

The addition of Henry to this team marks a notable expansion of the Firm's expertise

01/30/2019

Profuturo AFP selector to rejoin Sura’s Peru fund unit

Block reported to Juan Pablo Noziglia, the AFP's head of research and funds. The pension fund didn't reply to requests for comment.

01/30/2019

King & Spalding Adds Corporate Partner in D.C.

He represents companies in all stages of development and across various industries

01/30/2019

Northern Trust appoints Head of Private Capital Fund Administration in North America

I am excited to take on this newly-created role, working with a talented team to support some of the world’s most innovative asset managers

01/30/2019

Edison Group expands team with two new senior US appointments

The move signals an increased commitment to Edison’s US presence as it expands nationally

01/29/2019

Jim Crowley Appointed to the Board of the Financial Services Institute

FSI is the only organization that advocates solely on behalf of independent financial advisors and independent financial services firms.

01/29/2019

Penn Capital Expands Intermediary Distribution Capabilities

We are excited to have Michael, Chris, and Patrick join our team as they provide a wealth of experience as we expand our business.

01/29/2019

Lazard Asset Management Appoints Co-Heads of Sustainable Investment and ESG

Anderson and Singhal are based in London and New York, respectively.

01/29/2019

Billion Dollar Wells Fargo Team Joins AdvicePeriod in San Diego

The fact that we're one of the five fastest-growing RIAs in the country speaks to the need within the advisory community for something better.

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