Craig Schneider Joins Oppenheimer as Regional Director of Michigan
Appointment Builds on Firm’s Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas
Executive Moves
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Bison Adds High-Profile Palm Beach Key Private Bank Team
Bison is once again expanding in Florida with the addition of a new team
Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets
Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.
Amundi appoints UK CEO
Eric Bramoullé to take over from Philippe d’Orgeval in role at French asset manager.
KKR nabs Blackstone's wealth exec for Japan lead
Yoshi Takemoto has joined KKR to lead the global wealth solutions platform in Japan.
Leadership changes at Cetera as Taylor prepares for retirement
Firm names wealth management successor and a new hire.
Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers
Bank cites ‘impermissible’ transfers, improper communications
Abrdn names tech chief for investments unit in latest appointment under Jason Windsor
Alain Courbebaisse will take on role in the new year
Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors
Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP
The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners.
Brooks appoints business head in double Rathbones hire
Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones.
Two wealth managers exit James Hambro & Partners’ Leeds office
Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year.