02/28/2018
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients.
02/27/2018
She will work closely with the firm’s existing distribution, product management and marketing teams, globally, to develop and execute comprehensive marketing strategies to elevate the firm’s presence among institutional investors.
02/27/2018
The appointment is part of Cambridge Trust’s continuing initiative to make strategic hires in support of its expanded banking and wealth management offering.
02/27/2018
Change at the top of BNY Mellon Wealth Management
“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.
02/27/2018
Longtime Plancorp executive to lead next wave of business development and digital innovation
02/27/2018
Merrill’s PBIG unit includes around 350 brokers serving a limited list of clients with at least $2.5 million invested at the firm.
02/26/2018
He also becomes a member of the Group Executive Board. Anirban succeeds Thierry Delaporte who has taken on the role of Chief Operating Officer for the Group.
02/26/2018
Scott Spalding will be responsible for business development with financial intermediaries and investment advisors who assist high net worth investors.
02/26/2018
The appointment takes effect on March 1, 2018.
02/26/2018
Separately, Matthew Mossburg has joined Raymond James in El Paso, Texas, from Merrill Lynch, according to an announcement. Mossburg had been with Merrill Lynch for more than five years.
02/26/2018
He will lead the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.
02/26/2018
Kristen Bitterly Michell appointed Capital Markets Head for the Americas
02/25/2018
Allen & Overy expands team
Allen & Overy has bolstered its cross-border and infrastructure capabilities with the appointment of Andrés Arnaldos as Senior Counsel within the firm's Global Projects, Energy and Infrastructure practice.
02/23/2018
“Dan’s experience with building a Fixed Income Capital Markets operation, combined with his successful track record and extensive industry expertise, enables us to expand and strengthen our existing fixed income platform,”
02/23/2018
It is clear Kestra PWS and Stone Beacon Capital share my vision for putting investor interests first
02/23/2018
"Steve is our first City President dedicated strictly to the Greater Los Angeles area, which tells you how important this market is to us,"
02/23/2018
Richard Parsons Named Lead Director
02/23/2018
Susan Gault-Brown joins Morrison & Foerster in Washington, D.C., highlighting the firm’s continued growth in the region
02/22/2018
Invesco recruits MD and private equity head
Invesco Ltd has named Carl Stanton as managing director and head of private equity. Previously, he was a managing partner at Wellspring Capital Management.
02/22/2018
Wealth management firm appoints business development and client service head
Experienced financial professional joins comprehensive wealth management firm’s Atlanta office