08/07/2017
Finalytix announces new advisory board with the appointment of Daud Vicary Abdullah
I am very happy to participate in this exciting phase of Finalyix growth.
People Moves
08/07/2017
Natixis names Gareth John head of aviation finance for Americas
As head of aviation finance for its Americas division.
08/07/2017
Linklaters Expands U.S. and Global Regulatory Enforcement Capabilities Through Hire of Market Leading Enforcement Lawyer
He joins a distinguished U.S. regulatory investigations team which boasts extensive government experience.
08/04/2017
Tiedemann Wealth Management Expands Team
I am excited to have the opportunity to work with such an experienced and impressive team at Tiedemann Wealth Management.
08/04/2017
Entoro Capital announces appointment of new partner
Our recently launched private securities syndication platform.
08/04/2017
Thomson Reuters Adds Three New Wealth Management Firms to its Platform
The addition of FolioDynamix, Helix and Vestmark will help expand the group's wealth management capabilities.
08/04/2017
Nancy Skeans Becomes Second Schneider Downs CEO
Skeans, who has been with Schneider Downs since 2003, is a partner in the firm.
08/04/2017
Sura WM director exits for LarrainVial AM
The firm passed on his responsibilities to Pablo Urzúa, an assistant wealth management director, a spokesperson for the firm said.
08/03/2017
Andersen Tax appoints Seattle MD
The latest figures build on the positive results of 2016 when there were 83 company migrations to Guernsey and only 26 migrations out – signifying a net growth of 57 company migrations.
08/03/2017
Joseph Lowery named Market Executive for Merrill Lynch’s Pacific Islands Market
Joe received his bachelor’s degree in journalism from the University of Texas, Austin.
08/03/2017
Baird appoints new MD for global debt advisory team
She also held other investment banking roles at Lehman Brothers
08/03/2017
Northleaf Capital Partners Grows its Team with the Addition of Kathleen Ffrench as Vice President, Sales, and Opens Montreal Office
She holds a Bachelor of Arts (Honours in Economics) with distinction from Concordia University.
08/02/2017
HSBC Private Banking Adds Key Talent to Americas Investment Office
His experience covers banking, portfolio management, and investment services with a particular focus on fixed income investing strategies.
08/02/2017
Citi Private Bank Continues Expansion of Metro New York Team
Names Rob Laughlin Regional Market Manager and James Rudolph Joins as Private Banker
08/02/2017
Michael A. Tamasco Named President of Steadfast Alcentra Global Credit Fund
Financial services industry veteran to lead closed-end fund that intends to provide credit to middle-market companies throughout the United States and parts of Western Europe
08/02/2017
BNY Mellon Wealth Management Names MD of Business Development in Boston
Seasoned sales professional to lead efforts in deepening firm’s presence in the region
08/02/2017
BBVA Compass appoints Süzer and Ortiz to Management Committee roles
The two are filling roles that are critical to achieving the bank's strategic priorities.
08/02/2017
Hall of Fame Technology Analyst Joins Perella Weinberg
The former Goldman Sachs Partner and All-America Research Team frequent flyer has joined the firm to expand its technology practice.
08/02/2017
Oppenheimer Adds Two Branch Managers in Important Regions
Additional responsibilities include growing Oppenheimer's presence in the Southern California and New Jersey regions and continuing to provide exceptional service to the Firm's clients.
08/02/2017
RMB Capital Promotes Andrew Baker to Partner
He was named vice president in 2014 and became portfolio manager for RMB’s multi-strategy alternative portfolios in 2015.