News results for People Moves

People Moves
January 23, 2023

Pantheon Makes Senior Appointments

The latest senior moves and appointments at Pantheon, a global private markets manager.

People Moves
January 20, 2023

Who's Moving Where In Wealth Management? – Steward Partners, Wealthspire, Others

The latest senior moves in the North American wealth management sector.

People Moves
January 20, 2023

Acquisition-Boosted Orion Stamps Up Sales Drive

The firm grew in 2022 via a series of acquisitions.

People Moves
January 19, 2023

Who's Moving Where In Wealth Management? – Argent Trust Company, Summit Trail Advisors, Others

The latest senior moves in the North American wealth management sector.

People Moves
January 18, 2023

Verdence Names Multi-Family Office Director

The brand name for the family office division at the US business was created less than two years

People Moves
January 17, 2023

Rockefeller Adds Texas Team From UBS

The move comes at a time when Texan cities such as Austin, Houston and Dallas remain important

People Moves
January 13, 2023

Who's Moving Where In Wealth Management? – Raymond James, PGIM

The latest senior moves in the North American wealth management sector.

People Moves
January 12, 2023

Swiss Private Bank Reinforces Team In Brazil

The senior hires reflect the group’s commitment to strengthening its local presence in the

People Moves
January 10, 2023

US Multi-Family Office Names Investment Chief

The chief investment officer will be based in the firm's new Palm Beach County office. The MFO also

People Moves
January 10, 2023

First Republic Bank Adds To Investment Team

The team is based in New York and Florida.