News results for People Moves

People Moves
February 11, 2022

Who's Moving Where In Wealth Management? – Raymond James, IQ-EQ, CI Financial

The latest senior moves and appointments in North American wealth management.

People Moves
February 9, 2022

Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others

The latest senior moves in North American wealth management.

People Moves
February 8, 2022

Who's Moving Where In Wealth Management? – Key Private Bank

The latest senior moves and appointments in North American wealth management.

People Moves
February 8, 2022

US Wealth Manager Names New CEO, Reaches $3 Billion Mark

The Californian wealth management firm has reshuffled its senior leadership.

People Moves
February 7, 2022

Family Office Executive Takes On New Role

Michael Ouellette has been a family office executive for almost a quarter of a century, and his new

People Moves
February 4, 2022

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

The latest senior moves and appointments in the North American wealth management industry.

People Moves
February 3, 2022

Chicago-Based Wealth Manager Adds To Footprint

The business has added to its senior ranks and opened an office in Newport Beach, California - the

People Moves
February 2, 2022

Vestmark Names Chief Investment Officer

The appointment is at the firm's registered investment advisor business.

People Moves
January 31, 2022

Summary Of Senior Moves In North American Wealth Management – January 2022

A round-up of moves in the North American wealth management space.

People Moves
January 27, 2022

KKR Appoints Global Private Wealth Head

As private market investing becomes an increasingly important part of wealth managers' portfolios,