11/07/2023
Global families urged to watch out for local risks
The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers
People Moves
11/03/2023
Scotiabank Appoints Aris Bogdaneris as Group Head, Canadian Banking; Announces Departure of Dan Rees
The appointment of Mr. Bogdaneris comes at a time when Scotiabank is strengthening its ambitions in Canada to earn more primary clients and accelerate profitable and sustainable growth.
11/02/2023
Veteran wealth management executive, David Schaffner, joins Fig Investments as Strategic Advisor
David's career and executive experience spans across decades.
11/01/2023
Kestra PWS adds two teams with combined $850M AUM
The firm has expanded its presence in Pennsylvania and Utah.
11/01/2023
Schwab Sheds More Staff
The nation's largest custodian by AUM has cut more employees after concluding TD merger.
11/01/2023
Fidato Wealth Introduces New Managing Director and Financial Advisors
In addition, the comprehensive wealth management firm was included in Financial Advisor Magazine's 2023 RIA Rankings
10/31/2023
William Blair Continues Private Capital Advisory Momentum With Senior Hire
Before Credit Suisse, Von Stroh held investor relations roles with global private markets firms Pantheon Ventures and Grosvenor Capital Management.
10/31/2023
Arthur J. Gallagher makes strategic senior leadership appointments
These appointments are in line with the company’s vision of accelerating its growth and global expansion.
10/31/2023
Clifford Capital Holdings hires group chief financial officer
Herman Wijaya has been named by Clifford Capital Holdings as the new group chief financial officer, effective early in December.
10/31/2023
State Street Announces Organizational Changes
Tahiri has more than 25 years of experience in the asset management and investment services business.
10/30/2023
Former UBS leader becomes new CEO at Advisor Credit Exchange
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Goldman Sachs hires BlackRock executive for unit serving third-party wealth product providers
Goldman Sachs clients for these products include large banks' wealth management divisions, independent broker-dealers and registered independent advisors.
10/29/2023
Ill-fated Credit Suisse managing director arrives at Rothschild
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
Citi names Nancy Bertrand private bank head for Canada- memo
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
Financial Gravity Welcomes New Family Office Director Sabina Pan
She is a Certified Public Accountant, a Certified Financial Fiduciary, and a Certified Financial Planner candidate.
10/26/2023
Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
Morgan Stanley Announces Ted Pick to Become Chief Executive Officer on January 1, 2024; James Gorman to Become Executive Chairman
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
SEI Appoints Stephanie Miller to Board of Directors
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
J.P. Morgan Hires Wealth Strategy Head From Capital One
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed