Cresset Establishes Presence in L.A.
Cresset now manages more than $13 billion in client assets across 10 locations around the nation
Executive Moves
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The Archer Group joins Janney
Janney welcomes the nearly 50 years industry experience of The Archer Group.
intelliflo names first Chief Product Officer and Head of Australia
Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products.
GAM Grows Singapore Team
He will be responsible for business development and client relationships in Singapore and the South East Asia region.
Sancus expands UK Team with two specialist hires
Sancus specialises in property bridging and development financing
Morgan Stanley boosts Miami team
Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.
Blackstone Hires Global Head of Diversity, Equity and Inclusion
Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.
Barclays Nabs Ex-J.P. Morgan Investment Banker
Previously, she was an executive director at UBS’ M&A team in New York.
Credit Suisse snares new debt capital markets boss
“Michael is a proven business builder with deep relationships across key treasury teams in Australia and New Zealand,” Monday’s internal memo said.
Lombard Odier Investment Managers bolsters fixed income sustainability expertise with senior Portfolio Manager hire
Erika Wranegard joins in Geneva to manage LOIM’s TargetNetZero Investment Grade Credit Strategies
Boston Multi Family Office announces promotions
Rachel is dedicated to the administration of a wide portfolio of trusts and companies which include family trusts, trading companies and asset holding structures.
Pictet appoints first female partner in 200-year history
Elif Aktuğ and François Pictet will be the 44th and 45th managing partners in the 216-year history of the firm.