News results for People Moves

People Moves
May 4, 2023

US's Cresset Makes Top Appointment

Among the president's areas of activity is that of being an active champion and advocate for women

People Moves
May 4, 2023

Emigrant Partners Names President, CEO

Emigrant Partners is a specialist capital and advice partner that makes minority, non-voting

People Moves
May 4, 2023

Canoe Intelligence Targets London

New York-based Canoe Intelligence, a financial technology company powering alternative investment

People Moves
May 3, 2023

Who's Moving Where In Wealth Management? – Heritage Trust Company

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

People Moves
May 2, 2023

CIBC Adds Wealth Management Trio

The new members of the wealth management group take up roles in Missouri, Illinois and California.

People Moves
May 1, 2023

Who's Moving Where In Wealth Management? – Turing Technology

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

People Moves
April 28, 2023

Wealth Sector-Focused Investment Bank Names Partner

The US investment bank works in sectors such as among RIAs, wealth managers, and fintechs.

People Moves
April 28, 2023

Riskalyze Co-Founder Joins Estate Planning Fintech

The former co-founder of the business is joining a firm seeking to modernize how people conduct

People Moves
April 27, 2023

Banco Santander Appoints New Regional North America Head

The new regional head of North America has an "outstanding background" in leadership roles in the

People Moves
April 27, 2023

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

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