07/18/2017
RBC hires broking grandee for chairman role
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
People Moves
07/18/2017
APFI Announces New Leadership Team Line-Up
Riad returned to South Africa as a consultant to Acsis
07/17/2017
New CEO of BNY Mellon announced
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.
07/17/2017
KKR names Bae, Nuttall as co-presidents in step towards succession
KKR has never before named a president or someone with an equivalent title, a job that could serve as a stepping stone to eventually leading the entire firm.
07/17/2017
Northern Trust names Lisa Marcus managing director, senior wealth strategist
She served as managing director and business development officer for seven years.
07/17/2017
Northern Trust Announces Leadership Changes
We will benefit from his focused efforts around growing our client relationships.
07/17/2017
Richard L. Shamos Joins Sadis & Goldberg's Financial Services Practice
He has advised companies in connection with international regulatory issues, including the conversion of alternative funds to AIFs, the structuring of multi-manager and multi-strategy products, cross-border regulatory compliance and tax planning.
07/17/2017
Winston & Strawn Adds Corporate Partner in New York
“Phil has built an impressive practice advising private equity sponsors on a diverse array of finance transactions,” said Dominick DeChiara, chair of Winston’s Corporate Department.
07/14/2017
Leading compliance data enablement platform appoints new MD to lead growth
Listed by Planet Compliance as one of the most influential RegTech firms and is the only platform that can access all data providers via API and aggregate them into a single view for compliance professionals.
07/14/2017
Atlantic Capital Bank Hires New Private Banker
She began her banking career at SunTrust as a Personal Banker and Financial Services Representative.
07/14/2017
Eaton Vance appoints director of institutional business development
She will be a significant contributor to the continued expansion of our institutional presence.
07/14/2017
Senior VP joins RBC Wealth Management
Her customized approach to wealth management integrates sophisticated financial analysis with diversified investment recommendations.
07/14/2017
Another Partner Leaves Baker McKenzie in Miami, This One for Holland & Knight
His work at Holland & Knight will continue to focus on assisting ultra-high net worth clients with tax planning, including pre-immigration tax planning.
07/14/2017
BMO Capital Markets names new global co-heads of M&A
Who were heads of Canadian and U.S. M&A.
07/14/2017
Merrill Lynch Loses Veteran FAs to UBS
Merrill Lynch has lost several large brokers in recent weeks.
07/13/2017
U.S. Bank Names Seattle Market President
Her leadership and depth of experience will enable us to deliver even more value to clients and the community in the greater Seattle area.
07/13/2017
UBS recruits Merrill Lynch veterans with $1B
The new hires had spent their entire careers at Merrill before switching firms.
07/13/2017
Northern Trust bolsters institutional sales team with senior hires
“As our institutional client base grows across all regions, we continue to bring in talented professionals with the skills and experience our clients seek and the specific expertise to position our innovative technology in very competitive markets,&
07/13/2017
Korn Ferry Hay Group appoints senior client partner
Prior to Walmart, she was a Partner at Aon Hewitt where she was responsible for leading the North American Talent Practice.
07/13/2017
World's largest mutual fund manager announces new CEO
Chief Executive will step down at the end of the year and be replaced by Chief Investment Officer Tim Buckley.