• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

10/05/2015

Brian Fairhurst, Roger Goncalves join RBC Global as directors

Fairhurst joins from F-Squared Investments and has previously worked at BlackRock and iShares.

10/05/2015

Neuberger Berman Appoints Matthew Malloy Global Head Of Insurance Solutions

Mr. Malloy will lead efforts to deepen relationships with existing clients and to guide the firm's strategy for delivering general account advice and solutions to the global insurance client segment.

10/05/2015

Michael Liftik Named SEC Deputy Chief of Staff

Mr. Liftik became Senior Advisor to Chair Mary Jo White in April 2013

10/02/2015

Chatham Residents Join Chatham Wealth Management Team

Ryan has over 10 years financial services and credit rating agency experience.

10/02/2015

Ascent Private Capital Management Taps Moeller as Portfolio Manager

Moeller joins Ascent’s Investments team led by Joe Hinderer in Minneapolis.

10/01/2015

Kellie Neuhaus Promoted to Private Client Services Managing Director in Boston

Andersen Tax now has 134 Managing Directors in 18 locations in the U.S.

10/01/2015

Aventis Asset Management Hires Byers as Head of Business Development

Founded in 2006 by veteran commodities specialist and former CBOT floor trader Paul Kim, Aventis employs a fundamental, discretionary trading strategy

10/01/2015

Aventis Asset Management hires head of business development

Effective September 1, 2015, Byers is responsible for the strategic planning and implementation of all Business Development efforts for Aventis.

10/01/2015

Deimos Asset Management Taps Warner For PM Role

Warner’s addition continues to build on the Deimos strategy of developing a suite of hedge fund products

10/01/2015

Citi boosts retail M&A business with Credit Suisse hires

Anton joined Credit Suisse in 2005

10/01/2015

Merrill Shuffles Brokerage Managers in Wake of Broader Cost Cuts at BofA

Brokerage also cuts number of regional ‘divisions’ to 10 from 11

10/01/2015

Morgan Stanley Promotes Ted Pick, Dan Simkowitz to New Roles

Pick and Simkowitz, both more than 20-year veterans of Morgan Stanley, are taking over businesses struggling to meet their financial targets.

10/01/2015

$370M Team Leaves Merrill For Stifel

The team, operating as NSCHH Wealth Management Group, is supported by Cathy Carr, a registered client service associate.

10/01/2015

Morgan Stanley Said to Hire UBS’s Prelle for German Banking

Prelle, who was most recently chairman of corporate client solutions at UBS in Germany, will continue to be based in Frankfurt

09/30/2015

Ed Kleist Appointed Senior Private Client Advisor in Bank of the West Wealth Management Group's New Ultra High Net Worth Business

A former CPA, Kleist has extensive experience delivering wealth planning, investment and credit solutions to families

09/30/2015

HighTower's Gryphon Financial Partners Adds Two Advisors, Surpasses $1 Billion in Client Assets

Mr. Regan began his career at Merrill Lynch in 1995.

09/30/2015

Glenmede Names Lee Miller Regional Director of Firm's New York Office

NYC Office Appoints 25-Year Industry Leader as Director and Welcomes Lea Emery

09/30/2015

Wedbush Securities Announces Kirsten Fraunces and Ian Winer as Co-Heads of Equities Division

In addition, Wedbush launches Advanced Securities Division initially focused on digital currencies and contracts, and private company shares.

09/29/2015

Scotiabank Welcomes Eduardo Pacheco to Its Board of Directors

Mr. Pacheco is the Chief Executive Officer and a director of Mercantil Colpatria S.A. As Head of the Colpatria Group

09/29/2015

Merrill nabs $270 million-asset Texas duo from Wells

O'Connell worked at Merrill's Wellfleet, Massachusetts

  • 1
  • 2
  • 3
  • …
  • 454
  • 455
  • 456
  • 457
  • 458
  • 459
  • 460
  • 461
  • 462
  • 463
  • 464
  • …
  • 662
  • 663
  • 664

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Northern Trust Names New Ohio Market President

09-09-2025

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

09-10-2025

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

09-10-2025

Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI

09-10-2025

WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards

09-09-2025

Broadridge Acquires Retirement Plan Technology Provider iJoin

09-09-2025

Citadel Credit Union Taps Veteran Technologist Eric Skinner as New CIO

09-10-2025

Chris Prudhomme, J.P. Morgan Private Bank

09-10-2025

Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients

09-15-2025

Capital Group Expands on its Long Tradition of Philanthropy with Launch of the Community Wealth Council

09-15-2025

Nubank to Continue Leveraging AI to Enhance Digital Financial Services in Latin America

09-15-2025

Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

09-15-2025

US financial giants boost investments and jobs in Edinburgh

09-15-2025

Posthaste: Are you ready for the great wealth transfer? Many Canadians aren’t

09-15-2025

Warren Buffett Shares His Top Strategy to Safeguard Your Wealth Against Inflation

09-15-2025

Bank of America to create up to 1,000 new jobs in Belfast

09-15-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS