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People Moves

09/03/2025

New CEO for Pictet North America Advisors

He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.

09/03/2025

Wealth.com Strengthens Leadership With New Advisory Board Appointments

Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation

09/03/2025

UBS exodus continues as Merrill makes additions in California, Texas

Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James' independent division welcomes a Washington-based duo.

09/03/2025

PPB Capital Partners Appoints Bob Oros, Former Hightower Chairman & CEO

Firm Growth Powers the Addition of the Industry Visionary, Strengthening PPB’s Leadership as Vice Chairman of the Board

09/03/2025

Deutsche Bank appoints Lisa McGeough as Head of the Americas Region

She will join the bank’s Group Management Committee.

09/03/2025

Butterfield Announces Senior Leadership Appointments

He also continues to serve on Butterfield’s Executive Committee and Board of Directors.

09/02/2025

Apollo Names Yasuo Kashiwagi Head of Japan

Seasoned executive to advance firm’s role as a leading provider of flexible private capital solutions to the Japan market

09/02/2025

Aviva Investors expands distribution team in the Americas with two senior hires

The two newly created roles follow the appointment of Duane Green as CEO, Canada, and Head of Americas in February this year

09/01/2025

Citadel Securities hired a machine learning performance specialist from Google

Before that, Kelly, a PhD engineer, worked directly on TensorFlow's runtime and kernal performance optimization for Google.

09/01/2025

JPMorgan's giant hiring spree as bankers defect to Citi. The hardest place to leave a banking job

The FT names Kamal Jabre, who arrived unexpectedly from HSBC, and Gerry Lee, who's joining from Goldman to be the global chair of investment banking.

09/01/2025

JPMorgan Chase poaches record number of senior bankers as Wall Street talent war escalates

The bank is targeting subsectors

08/29/2025

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

08/29/2025

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

08/28/2025

$305 Million Commonwealth Team Jumps to Raymond James in Ohio

The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement.

08/27/2025

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

08/27/2025

Now Citi hired JPMorgan's former global co-head of sponsors, private side sales

It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra.

08/26/2025

PlainsCapital Bank Welcomes Kameron Richards as Senior Vice President, Wealth Management Market Manager for Lubbock Region

He will be based at the Bank’s 50th and University location in Lubbock.

08/26/2025

NewEdge Wealth recruits $613m Chicago-based Wells Fargo team

A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago.

08/22/2025

Arrow Bank Announces New Leadership Roles Within Corporate Lending

As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking

08/22/2025

BofA names Faiz Ahmad, Mike Joo as co-heads of investment banking, memo says

Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August.

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