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People Moves

07/29/2026

Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services

Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas.

07/29/2026

Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management

Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth.

07/29/2026

Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders

Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy.

07/29/2026

Credent Wealth Management Appoints Michael Kim, President & CEO of AssetMark, as Newest Independent Board Member

We're confident that the insights and expertise he brings to the table will help us elevate our client experience, propagate our mission, and remain innovative and adaptable.

07/29/2026

Robin Tolla joins mea Platform

The best insurance operators have always known that people are what make the difference

07/28/2026

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.

07/28/2026

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services

07/27/2026

UBS Hires Financial Advisor Team of Four in Tampa, FL

Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners.

07/27/2026

Chubb Tempest Re selects James Wixtead executive chairman and Michael O'Donnell president

As executive chairman, Wixtead will provide governance oversight and strategic advice for Chubb’s global reinsurance business.

07/27/2026

Former PwC partner Don Christian named chairman of different Capital

He also serves on the Board of Trustees of Howard University, one of the United States’ leading institutions of higher education, the release added.

07/24/2026

Fieldpoint Private Welcomes New Banking Team

New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance

07/24/2026

Yannick Archambault appointment bolsters Citi’s leadership in Canada

Former Nicola Wealth president brings three decades of private banking leadership to Citi's Canadian arm

07/24/2026

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

Prior to joining Peapack Private, Leonard served as Vice President and Commercial Banking Relationship Manager at Metropolitan Commercial Bank in New York City, where he managed and expanded relationships with middle-market companies, private equity spons

07/24/2026

M&G names Matt Mansour as new chief technology and AI officer

Mansour will succeed Chris Cochrane, who is set to join Aviva having served as group chief information technology officer at M&G since 2018.

07/24/2026

Canopius appoints Stacey Alioto as group COO

Stacey will play a critical role in helping us take our next leap as a business.

07/23/2026

Fidelis Capital names Herb Achey as partner

Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank.

07/23/2026

SEC Enforcement Deputy Director To Leave Agency

Sam Waldon’s departure comes several months after Judge Margaret Ryan resigned from her role as Enforcement Division Director, less than one year after she was appointed.

07/23/2026

Former Manulife chief Roy Gori lands senior advisor role at KKR

Leader takes on new wealth and insurance strategy role at expanding global investment firm

07/22/2026

9fin appoints ex-JPMorgan executive to drive AI partnerships

Practitioners are increasingly realising what we’ve long advocated: AI’s potential is only fully unlocked when it’s grounded in trusted, proprietary data. 9fin has both.”

07/22/2026

Morgan Stanley hires Barclays' Emma Taylor to co-lead global internet banking, sources say

Emma Taylor’s Appointment and Industry Impact

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HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say

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Advisors Struggle to Convert Retirement Plan Relationships into Wealth Management Clients, Cerulli and Morningstar Find

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