News, Comment & Analysis results for Baker

People Moves
May 12, 2025

Who's Moving Where In Wealth Management? – Deutsche Bank, Fiera Capital

The latest moves, appointments and personnel changes in the North American wealth management

M and A
February 26, 2025

Dow Jones Adds Geopolitics, Macroeconomics Expertise In New Deal

The transaction is taking place when unsettled global affairs, and the effect of new technology,

People Moves
October 30, 2024

Summary Of North American Wealth Management Senior Moves – August 2024

A roundup of senior moves in the North American wealth sector during August. While traditionally a

People Moves
October 15, 2024

Summary Of North American Senior Wealth Management Moves – July 2024

The latest moves in the North American wealth sector across the month of July.

People Moves
October 8, 2024

Vistra Ramps Up North America Funds Operations

The firm has added a group of senior managers to bulk up its operations for US funds.

People Moves
August 20, 2024

Who's Moving Where In Wealth Management? – Ameriprise, Threshold

The latest senior moves, appointments and personnel changes in the North American wealth management

People Moves
July 18, 2024

Vistra Continues North America Build-Out

The MD for North America has worked at the business for a decade, originally joining in Singapore

People Moves
December 7, 2023

Summary Of North American Executive Moves In Wealth Management – September 2023

September saw a number of senior moves at organizations such as Rockefeller and Pitcairn,

M and A
November 20, 2023

Edelman Financial Engines Continues Acquisitions, Plans More

EFE, which manages more than $245 billion in assets, says that acquisitions are an important part

People Moves
September 26, 2023

Who's Moving Where In Wealth Management? – KKR, Edward Jones, Others

The latest moves and appointments in wealth management in the Americas.

Comment & Analysis results for Baker