07/15/2025
The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.
07/15/2025
Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.
07/11/2025
Mr Amberg commented: "I am excited to join Apex Group to advance its compliance mission around the world."
07/10/2025
Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.
07/09/2025
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
07/09/2025
Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.
07/09/2025
New positions will support Bernstein’s UHNW expansion in priority US Markets
07/09/2025
The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.
07/09/2025
James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.
07/09/2025
He succeeds Stephanie Braming, who announced her plans for retirement earlier this year.
07/09/2025
Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively
07/08/2025
Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen
07/08/2025
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.
07/08/2025
The new partners are based across Asia, the US and the UK
07/08/2025
With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.
07/08/2025
Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states.
07/08/2025
Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign.
07/08/2025
Nick brings over three decades of experience in CIB to SMBC
07/07/2025
In recognition of his outstanding contribution in business development, Bank Asia awarded him ‘Service Excellence Award' many times in his career.
07/07/2025
Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel.