• 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

06/16/2026

Truist announces Michael P. Lyons as incoming CEO

Bill Rogers to assume executive chair role as part of planned leadership succession until April 2027 retirement

06/16/2026

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Farley has a bachelor’s degree in civil engineering, graduating summa cum laude from the University of Notre Dame

06/15/2026

Bank of America Names Chip McLeod President of Upstate South Carolina

He will also work across the company's eight business lines to strengthen collaboration and support growth across the Upstate market.

06/12/2026

Vistra appoints Raimundo Diaz to lead Americas growth push

The appointment follows Vistra’s acquisition of Biz Latin Hub in December 2025, which expanded its presence across 18 Latin American markets and increased its operating footprint in the region.

06/12/2026

Nomura Bolsters US Technology Investment Banking With New Hires

Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors.

06/11/2026

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance.

06/10/2026

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

06/10/2026

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

06/10/2026

IEQ Capital Welcomes Lauren Hoffman as Managing Director

Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management.

06/09/2026

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

06/09/2026

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

06/09/2026

Most rockstar macro portfolio manager in New York joined ExodusPoint

Ahmed arrives at ExodusPoint after Mirco Bulega, another macro portfolio manager based in London left.

06/09/2026

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

06/08/2026

Security Federal Corporation promotes Philip Wahl to CEO

Wahl succeeds long-serving executive J. Chris Verenes, who is retiring after over two decades at the bank.

06/08/2026

Provident Bank names new chief wealth officer

New Jersey bank appoints new chief wealth officer

06/08/2026

On the Move: Wells Fargo Strengthens Commercial Banking Team in Orange County

Inland Empire markets, will work with existing and new middle market clients to support their growth objectives.

06/05/2026

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

06/05/2026

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

06/05/2026

Payments and Fintech Leader Wade Fairey Joins AvidXchange as Chief Operating Officer

Veteran executive brings deep operational and payments expertise to accelerate AvidXchange's next phase of growth

06/05/2026

Axis promotes Geller to head of wholesale financial lines in North America

In her new role, Geller will be responsible for developing and delivering the strategy for long-term profitable growth across Axis’s North American wholesale commercial and financial institutions business.

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • …
  • 697
  • 698
  • 699

Translate

Member Area

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

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

08-24-2026

Nexedge Capital raises $20 million to expand wealth management platform

08-25-2026

Cresset Adds $4B Boca Raton Team From UBS

08-26-2026

Cetera Welcomes Former Commonwealth Team, Severn Wealth Management, Overseeing Approximately $160 Million in AUA

08-27-2026

Who Are the Fastest-Growing Wealth Management Firms in South Florida? Global Wealth Management Recognized for a Third Year

08-28-2026

Oscar Gomez Castilla joins Morgan Stanley Wealth Management in Miami

08-25-2026

Harry Zhu to join WSECU as new president and CEO

08-25-2026

US bank M&A wave set to reshape wealth management landscape

08-25-2026

Who Are the Fastest-Growing Wealth Management Firms in South Florida? Global Wealth Management Recognized for a Third Year

08-28-2026

CNA promotes Claire Louko to SVP, North America Reinsurance

08-28-2026

The United States Will Have to Share AI Leadership With China, According to Global Investors

08-28-2026

FiNet, Raymond James land California and Washington advisor teams

08-28-2026

Royal Bank of Canada unifies global transaction banking business

08-28-2026

Citizens Keeps Up Wealth Push With $1B Tampa Duo

08-28-2026

Lunar economy could be worth $566 billion. Who gets there first?

08-28-2026

Higginbotham expands into retirement and wealth with Two West

08-28-2026

The Wealth Mosaic

Quick Links

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

© 2006 - 2026 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